Default Party
YouTube: How to Set Up a Default Party or Customer in Sales Orders?
How to Set Up a Default Party or Customer in Sales Orders?
This tutorial explains how to set a Default Party in the Sales Order module in Logic ERP. This feature automatically fills the Customer's name field, saving time and simplifying the order entry process.
Objective of This Feature
Auto-fill customer name in Sales Orders
Reduce repetitive manual entry
Save time during order creation
Improve efficiency and consistency
Access to Sales Order Module
Initial Observation
Navigate to Sales Order Module
Check the Customer Name Field
Current Behavior
Field is blank (no default party set)
Access to Sale Order Configuration
Click on Configuration
Select the relevant Sales Order Configuration
Locate the option labeled as:
“Default Party”
Select the desired Party/Customer Name
Click Save
Implement in Sale Order
Click on New Order
System Behavior
Customer Name field is automatically filled
Default Party appears without manual selection
Key Benefits
Faster Sales Order creation
Reduced manual effort
Improved accuracy
Consistent customer selection
Best Practice Tips
Set default party for frequent customers
Update configuration as per business needs
Use carefully if multiple customers are handled daily
Final Outcome
Default Party is auto populated in Sales Orders
Order entry becomes faster and smoother
Users save time with reduced manual input
Overall productivity is improved
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