Default Agent

YouTube: How to Set Default Agent/Salesman Based on Bill Series in Sale Bill?

How to Set Default Agent/Salesman Based on Bill Series in Sale Bill?

This tutorial explains how to configure a default agent in the sales billing process within Logic ERP. This is useful for automatically assigning a sales representative to each bill, reducing manual effort and improving tracking.

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Step-by-Step Configuration

• Navigate to the Sale Voucher Configuration section.

• Choose the relevant Billing Series for which you want to set the default agent.

• Click on Other Settings 1.

• Then select the “Other Settings” option.

• Find the option labeled: “Default Agent”

• A dropdown list will show all agents configured in the system.

As mentioned above, follow the given steps and select the appropriate option from the dropdown as per your requirement.

• Select the desired agent to be set as the default.

• Click Save to apply the changes.

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Functionality Overview

• Navigate to the Sale Bill window.

• Click on New Bill to open a new entry.

• The default agent will now appear automatically in the bill.

As shown in the image, the default agent is now automatically applied for this billing series.

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Key Benefits

• Saves time by eliminating the need to select an agent for each bill.

• Ensures accuracy by consistently assigning the correct agent.

• Improves tracking of sales performance by agent.

• Reduces errors in billing attribution.