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Set Party Wise Item Group Filters for Sale

YouTube: How to Configure Party wise + Item Group filters for Sale?arrow-up-right

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How to Configure Party wise + Item Group filters for Sale?

In this tutorial, we will see how to apply a party-wise item group filter for sales in Logic ERP. This feature helps restrict item selection during billing, ensuring that only specific item groups are available for selected customers.

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Access to Party-Wise Item Group Filter

  • From the Main Menu, navigate to the Setup Module

  • Go to Party-Wise Settings

  • Open Set Party-Wise Item Group Filter for Sale

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Assign Item Group to Customer

  • Select the Customer from the search list

  • Choose the Item Group that you want to allow for this customer

  • Click Save to apply the restriction

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Verify the Effect in Sale Bill

  • Open the Sales Bill window

  • Initiate a New Transaction

  • Select the same customer for whom the item group filter has been defined

Result

  • While entering items, the item search list will display only those items that belong to the allocated item group (for example, Top)

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Compare with a Customer Without Restrictions

  • Select another customer for whom no item group filter is defined

Result

  • The item search list will display all available items without any restriction

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Conclusion

The Party-Wise Item Group Filter in Logic ERP ensures:

  • Controlled item selection during sales

  • Reduced billing errors

  • Better compliance with customer-specific product policies

This feature is especially useful when different customers are allowed to purchase specific product categories only.

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