> 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/configurations/sale-voucher-configuration/other-settings-1/other-settings/defaults-1/default-agent.md).

# Default Agent

**YouTube:** [How to Set Default Agent/Salesman Based on Bill Series in Sale Bill?](https://www.youtube.com/watch?v=n2qJPlU9Buc)

## 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.

***

### 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.

<figure><img src="/files/DlAO6DrIoUAGOTHwesRQ" alt=""><figcaption><p>As mentioned above, follow the given steps and select the appropriate option from the dropdown as per your requirement.</p></figcaption></figure>

* **Select** the desired agent to be set as the default.
* Click **Save** to apply the changes.

***

### 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.

<figure><img src="/files/uXJOimhR9mUAlg06sCVw" alt=""><figcaption><p>As shown in the image, the default agent is now automatically applied for this billing series.</p></figcaption></figure>

***

### 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.


---

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