> 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/setup-accounts/setup-account-groups.md).
# Setup Account Groups
**YouTube:** [How to create Account Groups in Logic ERP?](https://www.youtube.com/watch?v=XPs35TnKRQY)
## 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.
***
### **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**.
***
#### **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.
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