Agent + Company/Group Linking
YouTube: How to Configure Agent and Company/Group Linking for Sales Bill?
How to Configure Agent and Company/Group Linking for Sales Bill?
In this tutorial, we will learn how to link agents with brands or item groups in Logic ERP, enabling automatic agent selection during billing.
Link Agents with Brands or Groups
From the Main Menu, open the Setup Module
Navigate to Setup Accounts and select Setup Agent
Click to open Agent + Company / Group Linking
Configure Agent Linking
Select the required agent from the dropdown list
Under Linking Type, choose:
Company (Brand-wise linking),
Group (Item group-wise linking)
If Company is selected, choose the required brand from the list
With this configuration, whenever a bill is generated for any item belonging to the selected brand, the agent will be automatically picked item-wise
Click Save to complete the linking
Verify Linking
Switch to Entry Mode
Review the linking to confirm which agents are assigned to the selected brand or group
Verify Agent Auto-Pick During Billing
Open the Sales Bill window and initiate a new transaction
Skip agent selection in the voucher header
Move directly to the Item Details section
If the Agent Name column is not visible, enable it from Setup Column Attributes
Transact an item belonging to the linked brand
You will notice that the agent's name is automatically fetched
Implement with an Unlinked Brand
Transact an item from a different brand
Since no agent is linked to that brand, no agent is picked
Update Another Brand
Return to the Agent + Company / Group Linking window
Select the agent
Choose another brand
Save the changes.
Now go back to the Sales Bill window and transact the item again.
This time, the agent is automatically selected as per the updated configuration.
View Agent-Wise Sales Reports
Go to Reports & Queries
Open Agent Wise Reports
View Agent-wise and Product-wise Sales Analysis
This report provides:
Item-wise sales details
Agent-wise contribution
Better visibility into agent performance by product or brand
Link Multiple Agents to a Brand or Group
Open Entry Mode
Go to Set Column Attributes
Enable the Multiple Agents column
Click Refresh
Press the Space key in the Multiple Agents column to select multiple agents
All selected agents will now be linked to the chosen brand or group.
Conclusion
Agent-to-brand or item-group linking in Logic ERP helps automate agent allocation, reduces manual errors during billing, and enables accurate agent-wise sales tracking and performance analysis.
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