# Set Party + Series/Agent Wise Defaults
**YouTube:** [How to Set Up Party- and Series/Agent-Wise Defaults for Sales?](https://youtu.be/GoLvt1Lp6AA)
## How to Set Up Party and Series/Agent Wise Defaults for Sales?
In this tutorial, we will learn how to **configure Party-wise defaults based on Series or Agent in Logic ERP** and understand how these settings automatically apply during billing, along with built-in validation controls.
***
### Open Party + Series / Agent Wise Defaults Setup
* From the **Main Menu**, navigate to **Setup**
* Go to **Party Wise Setting**
* Open **Set Party + Series/Agent Wise Defaults**
***
### Select Default Type (Series or Agent)
* Choose the **Default Type**:
* **Series** – Enables the Series filter
* **Agent** – Enables the Agent filter
For this tutorial, select **Series**.
***
### Define Party + Series Defaults
* Select the **Customer** from the search list
* Choose the **Series** for which defaults should apply
You can now configure the following default settings:
**Discount Defaults**
* **CD (Cash Discount)**
* **TD (Trade Discount)**
* **SPCD (Special Discount)**
* Other available discount options as required
**Billing Control Options**
* **Number of Bills**
* Acts as a validation control
* If set to *1*, the system will not allow a new bill until the previous bill is cleared
* **Day’s Limit Bills**
* Defines the **maximum credit period**
* Specifies the number of days a bill can remain pending before payment is required
**Price Configuration**
* Select the **Default Price List** from the dropdown
* After defining all values, click **Save**
***
### Verify Defaults in Sales Bill Entry
* Open the **Sales Bill** window
* Start a new transaction in the selected **Series**
* Select the **Customer Account** for which defaults are defined
* The system automatically applies the configured defaults
* (e.g., **10% TD** is Auto Applied to the bill).
***
### Validate Bill Restriction Logic
* Save the bill in **Credit Mode.**
* Now attempt to create **another sales bill** for the same customer and series
* As soon as the account is selected:
* The system displays an **error message** stating that the "**Party + Series wise bill limit has been exceeded"**
Since only **one bill** was allowed, the second bill cannot be generated until the earlier bill is cleared.
***
### Conclusion
By configuring **Party + Series / Agent Wise Defaults** in Logic ERP, you can:
* Automatically apply discounts and price lists
* Enforce credit control through bill count and day limits
* Prevent unauthorized or excess billing
* Maintain strong financial discipline and accuracy
This feature ensures smarter billing with minimal manual intervention.
---
# Agent Instructions: 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:
```
GET https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/setups/party-wise-settings/set-party-+-series-agent-wise-defaults.md?ask=
```
The question should be specific, self-contained, and written in natural language.
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.