Default Companies
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How to set Items Filter by Company / Brand in Purchase?
This tutorial explains how to define default companies (brands) in the purchase voucher configuration to streamline item selection during billing.
Steps to Set Default Companies
Open the Purchase Voucher Configuration.
Navigate to Other Settings - 1.
Click on Other Settings again to open a new settings window.
Go to the Defaults - 2 tab.
Locate the option to define default companies.
Select the company or brand you wish to associate with this configuration.
Verify the Configuration
Create a new Purchase Voucher using the configured series.
Open the Item Search List.
You’ll notice that only items belonging to the selected brand/company appear in the list.
Benefits of This Setting
Speeds Up Item Selection – Filters out irrelevant items, reducing search time.
Improves Accuracy – Ensures brand-specific items are used in the correct voucher.
Enhances Control – Prevents accidental purchases from unintended companies.
Streamlines Purchase Workflow – Ideal for managing vendor-specific product lines.
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