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.
