Set Party Wise Item Group Filters for Sale

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

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.