> 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/setups/configurations/sale-voucher-configuration/other-settings-1/other-settings/defaults-2/default-party-groups.md).

# Default Party Groups

**YouTube:** [How to Filter Customers Using Default Party Group in Sale Bill ?](https://www.youtube.com/watch?v=DIEp6JvVjcM)

## 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"**

<figure><img src="/files/7wzjghUVTF2mqLw7jOs8" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/1h5LO5aYh9aHbrDypYjL" alt=""><figcaption></figcaption></figure>

***

### Implement Without Setting a Default

* Leave the **Default Party Group** blank in the configuration.
* Proceed to the billing screen.

<figure><img src="/files/dd83zd17kKkXe4mAkmls" alt=""><figcaption></figcaption></figure>

**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.

<figure><img src="/files/gfjeMU7FWy4gIKIE4HXM" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/E3hLHFBf9GpwpAnACs9K" alt=""><figcaption></figcaption></figure>

***

### 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.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/setups/configurations/sale-voucher-configuration/other-settings-1/other-settings/defaults-2/default-party-groups.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
