Default Agent
Last updated
Last updated
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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.
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.
Select the desired agent to be set as the default.
Click Save to apply the changes.
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.
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.
