> 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/reference-party-as.md).
# Reference Party As
**YouTube:** [How to Configure Reference Party in Sales Orders?](https://www.youtube.com/watch?v=tjRug2K60Lc)
## How to Configure Reference Party in Sales Orders?
In this tutorial, we will learn how the **Reference Party As** feature works during Sales Order generation in Logic ERP. This feature allows you to define the Reference Party either as a **Cash Customer** or **Patient Details**, making it easier to manage and retrieve Sales Orders based on the selected reference party.
***
### Objective of This Feature
* Configure the Reference Party type in Sales Orders.
* Create and link Cash Customer or Patient records.
* Generate Sales Orders against the selected Reference Party.
* Retrieve Sales Orders using the Reference Party filter.
* Improve customer and patient-specific order tracking.
***
### Open Sales Order Configuration
* Go to the **Sales Order Module**.
* Click on **Configuration**.
* Select the required **Sales Order Configuration.**
* Locate the option labeled as:
> **"Reference Party As"**
This option provides two parameters:
* **Cash Customer**
* **Patient Details**
***
### Option 1: Cash Customer
* Select **Cash Customer** as the **Reference Party As** option.
**Before proceeding:**
* Open **Column Locks**.
* Ensure that the **Reference Customer** column is unlocked.
* Save the configuration.
#### Create a New Sales Order
* Click **New Order** to refresh the Sales Order window.
* The **Reference Party** field is now visible.
* Press the **Space Bar** in the **Reference Party** field.
**Result**
The Reference Party search window opens and displays **Cash Customer** records.
#### Create a New Cash Customer
* Press **F2**.
The **Setup Cash Customer** window opens.
* Create a new Cash Customer record.
* Save the record.
* The newly created Cash Customer is automatically populated in the **Reference Party** field.
* Now complete and save the Sales Order.
#### Retrieve Sales Order in Sales Bill
To retrieve the Sales Order:
* Open the **Sales Bill Module**.
* Click **Retrieve Order**.
* Select **Sales Order**.
* Here, you will find the **Reference Party** filter.
* Select the required Cash Customer.
**Result**
The system filters and displays only the Sales Orders associated with the selected Cash Customer.
***
### Option 2: Patient Details
* Return to the **Sales Order Configuration**.
* Set **Reference Party As** to **Patient Details**.
* Save the configuration.
#### Create a New Sales Order
* Click **New Order** to refresh the Sales Order window.
* Proceed with creating a new Sales Order.
* Press the **Space Bar** in the **Reference Party** field.
**Result**
The search window now displays **Patient-specific** records.
#### Create a New Patient
* Press **F2**.
The **Setup Patient** window opens.
* Create a new Patient record.
* Save the details.
The newly created Patient is automatically populated in the **Reference Party** field.
Now complete and save the Sales Order.
#### Retrieve Patient-Specific Sales Orders
To retrieve the Sales Order:
* Open the **Sales Bill Module**.
* Click **Retrieve Order**.
* Select **Sales Order**.
* Use the **Reference Party** filter.
* Select the required Patient.
**Result**
The system displays only the Sales Orders associated with the selected Patient, making retrieval quick and accurate.
***
### Key Benefits
* Supports both Cash Customer and Patient-based workflows.
* Simplifies Reference Party management.
* Enables quick creation of new Reference Party records.
* Improves Sales Order retrieval using Reference Party filters.
* Enhances customer and patient-specific order tracking.
***
### Best Practice Tips
* Unlock the **Reference Customer** column before using this feature.
* Choose the appropriate **Reference Party As** option based on your business process.
* Use **F2** to create new Cash Customer or Patient records directly during Sales Order entry.
* Use the **Reference Party** filter while retrieving Sales Orders to quickly locate relevant transactions.
***
### Final Outcome
The **Reference Party As** feature in Logic ERP enables businesses to manage Sales Orders using either **Cash Customers** or **Patient Details**. It allows users to create and assign reference parties during order entry and efficiently retrieve related Sales Orders in the Sales Bill module using the Reference Party filter, improving transaction tracking and operational efficiency.
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