# Set Party Wise Defaults & Party + Item Wise Defaults

**YouTube:** [Party Wise Defaults](https://www.youtube.com/watch?v=PVuVW0pdCU4)

## Party Wise Defaults

In this tutorial, we’ll explore the **Party Wise Defaults** feature in **Logic ERP**, which helps automate discounts, rates, and other values during billing—saving time and ensuring consistency.

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### **Open Party Wise Defaults**

* Navigate to the **Main Menu**.
* Navigate to **Party Wise Settings**.
* Open the **Party Wise Defaults** option.

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### **Available Modes for Defining Defaults**

Party Wise Defaults can be configured using **two different modes**:

<figure><img src="/files/SbgLxfyeL9OdTU0lyDA7" alt=""><figcaption></figcaption></figure>

**Mode 1: Batch Mode (For Bulk Setup)**

* Select **Batch Mode**.
* Choose the required **Accounts/Parties** from the search list.

<figure><img src="/files/egTjZg194UOTMnmBiv9c" alt=""><figcaption></figcaption></figure>

* You will see multiple default options such as:
  * CD (Cash Discount)
  * TD (Trade Discount)
  * Other applicable defaults
* Enter the required **discount percentage or value**.

<figure><img src="/files/LtZlgOUgax4xMS9ffPEz" alt=""><figcaption></figcaption></figure>

* Click **Save** to apply defaults for all selected parties at once.

**Mode 2: Entry Mode (Individual Party Setup)**

* Select **Entry Mode**.
* Choose the required **Party**.
* Click **Refresh**.

<figure><img src="/files/1KoC3Ei22IdEb5AgWROS" alt=""><figcaption></figcaption></figure>

* Define default values **party-wise**, individually.

<figure><img src="/files/YSwxw1cpxCF0bhaR5PvB" alt=""><figcaption></figcaption></figure>

* Save the changes.

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### **Verify Party Wise Default in Sale Bill**

* Open the **Sale Bill** module.
* Select the **Party** for which the default CD was defined.
* Transact an item.
* You’ll notice the **Party Wise Default Discount** is applied automatically.

<figure><img src="/files/A91rAXHsRnGIZqfoZDoC" alt=""><figcaption></figcaption></figure>

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### **Party + Item Wise Defaults**

In addition to party-wise defaults, you can also configure **Party + Item Wise Defaults** from the same section.

**Party + Item Wise Default (Batch Mode Example)**

* Select **Batch Mode**.
* Choose the required **Accounts/Parties**.

<figure><img src="/files/wYFCm17jX3tB0HogMgnW" alt=""><figcaption></figcaption></figure>

* Select the relevant **Items**.

<figure><img src="/files/HXNB9BSTV4bXFDZaSngn" alt=""><figcaption></figcaption></figure>

* Define the **Default Rate** for the selected item
  * Example: Rate set to **₹1,555.00**

<figure><img src="/files/hNGXsEpge0sbo2JZuvNY" alt=""><figcaption></figcaption></figure>

* Save the configuration.

**Verify Party + Item Wise Default**

* Go to the **Sale Bill** module.
* Select the same **Party**.
* Transact the **Item** for which the default rate was defined.

<figure><img src="/files/r2jmGBvFfwD3l4LO5MPa" alt=""><figcaption></figcaption></figure>

* You’ll observe that the **sale rate is automatically picked as ₹155**, exactly as configured.

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### **Conclusion**

The **Party Wise Defaults** feature in Logic ERP ensures:

* Faster billing
* Automatic application of discounts and rates
* Reduced manual errors
* Flexible control using **Party-wise** and **Party + Item-wise** configurations


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