Default Party Groups

YouTube: How to Filter Customers Using Default Party Group in Sale Bill ?

How to Filter Customers Using Default Party Group in Sale Bill ?

In this tutorial, we’ll show you how to set default party groups during billing in Logic ERP to streamline account selection.

Access Sales Voucher Configuration

• Open the Sales Voucher Configuration window.

• Select the relevant billing series.

• Under "Other Settings - 1", click on "Other Settings".

• Then navigate to "Defaults - 2".

• Locate the option labeled as:

  "Default Party Groups"

This allows you to predefine a party group, filtering the account list during billing.

Understand Party Group Setup

Before selecting a default group, ensure party groups are created:

• Go to the Setup → Accounts Group module.

• Here, you can see various areas created under the Area Group, with parties assigned to each group accordingly.

Implement Without Setting a Default

• Leave the Default Party Group blank in the configuration.

• Proceed to the billing screen.

Result: The account search list will show all party groups without any filter.

Set a Default Party Group

• Return to the sale voucher configuration.

• Select a specific Default Party Group.

• Save the configuration and return to billing.

Result: The account search list will now show only the parties linked to the selected group.

Benefit

Setting a default party group simplifies account selection, reduces errors, and ensures faster billing—especially helpful for location-based or area-specific billing series.