> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/order-processing/sale-order/so-configuration/default-party.md).
# Default Party
**YouTube:** [How to Set Up a Default Party or Customer in Sales Orders?](https://www.youtube.com/watch?v=FhVpAdBSCa8)
## 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
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/order-processing/sale-order/so-configuration/default-party.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.