This tutorial explains the end-to-end process of creating, structuring, and allocating Account Groups in Logic ERP, using its multi-level grouping system.
Open Account Group Setup
Navigate to Setup/Setup Accountsand select "Setup Account Groups".
You will see 10 General Groups, out of which 2 are Balance Sheet Groups by default.
Each group supports 5 hierarchical levels.
Create or Rename an Account Group
Click on any available group to rename it as required.
This renamed group will act as the parent group.
Create Level 1 Groups (Areas)
Select Level 1 and rename it (example: Areas).
Click Refresh to start creating entries.
Open Column Attributes and remove unnecessary columns.
Enter the Area Name.
Select the correct Group Type:
Choose Customer if grouping customers.
Optionally, enable Billing Logic based on Due or Overdue bills.
Create as many areas as required.
Click Save, then expand the group to view created areas.
Create Level 2 Groups (Agents)
Move to Level 2.
Enter the Agent Name.
Select the appropriate Group Type.
Create multiple agents as needed.
Click Save to confirm.
Create Level 3 Groups (Days of the Week)
Navigate to Level 3.
Create entries such as Monday, Tuesday, Wednesday, etc.
The process remains the same as Level 1 and Level 2.
Similarly, you can configure Level 4 and Level 5 if required.
Allocate Customers to Areas
Select an Area at Level 1.
Click on Allocate.
Select the customers belonging to that area.
Click OK to confirm.
Note:One account can belong to only one group.
Allocate Areas to Agents
Select an Agent at Level 2.
Allocate the relevant Areas to that agent.
Click OK.
Note: One area cannot be allocated to multiple agents.
Allocate Agents to Days
Select a Day at Level 3.
Allocate the required Agents/Salesmen.
Follow the same allocation process as earlier levels.
Agents can be distributed across different days.
Set Order of Groups or Accounts
Select the required group.
Click Refresh → Set Order.
Use the arrow keys to arrange the order as needed.
Save the changes.
Working with Balance Sheet Groups
By default, 2 Balance Sheet Groups are available.
You can add more Balance Sheet Groups if required.
All accounts must belong to one Balance Sheet Group.
To change a group:
Select the account
Press OK to reassign
Deallocate & Reallocate Groups
To correct a wrong allocation:
Select the group (example: Friday)
Click Deallocate
Select the account/agent and press OK
Then go to the correct group (example: Wednesday) and Allocate again.
This deallocation process can be done at any group level.
Conclusion
The Account Group feature in Logic ERP allows you to build a powerful, multi-level structure for customers, agents, areas, and schedules—ensuring better control, reporting, and operational efficiency.
