> 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/party-wise-settings/set-party-wise-defaults-and-party-+-item-wise-defaults.md).

# 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.

***

### **Open Party Wise Defaults**

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

***

### **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.

***

### **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>

***

### **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.

***

### **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


---

# 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/party-wise-settings/set-party-wise-defaults-and-party-+-item-wise-defaults.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.
