Setup Account Groups

YouTube: How to create Account Groups in Logic ERP?

How to create Account Groups in Logic ERP?

This tutorial explains the end-to-end process of creating, structuring, and allocating Account Groups in Logic ERP, using its multi-level grouping system.

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Open Account Group Setup

• Navigate to Setup/Setup Accounts and 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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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

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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.

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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.