# Agent + Party Linking

**YouTube:** [How to Configure Agent / Salesman + Party Linking for Sales Bill?](https://www.youtube.com/watch?v=Vkl2SrKsMSE)

## How to Configure Agent / Salesman + Party Linking for Sales Bill?

In this tutorial, we will learn how to **link agents with customers (parties) in Logic ERP** so that the agent is automatically fetched during billing.

***

### Method 1: Agent + Party Linking

#### Open Agent + Party Linking

* Navigate to the **Main Menu**
* Expand the **Setup Module**
* Under **Setup Accounts**, open **Setup Agents**
* Select **Agent + Party Linking**

#### Link Customers with an Agent

* Choose the **required agent** from the dropdown list

<figure><img src="/files/9Au0ooh2BqyPfHD9ZLT0" alt=""><figcaption></figcaption></figure>

* If required, apply an **account filter** to narrow down the party list

<figure><img src="/files/9xgdL2Z41vQMJR5FtVKC" alt=""><figcaption></figcaption></figure>

* Select the **customer party accounts** you want to link with the selected agent

<figure><img src="/files/TN0DPEogZUGpCTsPQTRX" alt=""><figcaption></figcaption></figure>

* Click **Refresh**
* Select the relevant parties

<figure><img src="/files/M8pwLbwjRTHf3vdS4TJS" alt=""><figcaption></figcaption></figure>

* **Save** the changes

#### Verify During Billing

* Open the **Sales Bill** window
* Initiate a new transaction
* As soon as you select the **customer**, the **agent is automatically fetched** based on the defined linking

<figure><img src="/files/b5locPOhlNxE3WJe1iz7" alt=""><figcaption></figcaption></figure>

This method allows you to easily link multiple customers with their respective agents in one go.

***

### Method 2: Party-Wise Agent Allocation from Account Master

Apart from bulk linking, you can also assign an agent **directly at the customer account level**.

#### Open Customer Account

* Go to **Setup Accounts**
* Open **Setup New Account**
* Search and select the **required customer account**

<figure><img src="/files/jINICFwe8rgMTONPx8sz" alt=""><figcaption></figcaption></figure>

#### Enable Agent Name Field (If Not Visible)

* Press **F5** to open **Configuration**
* Go to **Column Locks**
* Search for **Agent Name**
* Tick the checkbox to **enable and unlock** the field

<figure><img src="/files/AHRJu5FYzT62lHRxJxdq" alt=""><figcaption></figcaption></figure>

* Save the configuration

#### Allocate Agent to Customer

* Open **Other Details**
* You will now see the **Agent Name** field
* Select the **agent or salesman** for the customer

<figure><img src="/files/FEjg84yX1P7NXjyLQHwv" alt=""><figcaption></figcaption></figure>

* Save the account details

***

### Final Result

* When creating a **Sales Bill**, the agent is automatically picked
* Reduces manual selection errors
* Ensures accurate **agent-wise sales tracking and reporting**


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/setups/setup-accounts/setup-agents/agent-+-party-linking.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.