Default Companies

YouTube: How to set Items Filter by Company / Brand in Purchase ?

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.

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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.

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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.

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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.