# 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.

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### 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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FV5mObXFYFPWt3N1rAmLg%2FSelect%20Agent.png?alt=media&#x26;token=067d13c2-4d40-42dd-bf63-c6c462a20d54" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FaYdhRsVOmoD0jTTnIdCH%2FFilter%20On.png?alt=media&#x26;token=8ab33700-cdba-43c1-8b58-df91e619d9fc" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FP5HN9Wsewye4fAxjaST2%2FSelect%20Account.png?alt=media&#x26;token=90d69487-5a5b-4747-91a1-965eba18e0a2" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FsXTMz9wDc55cPsxUQXwk%2Frefresh.png?alt=media&#x26;token=a526d3e9-3e95-486d-b7ee-3eafc6eda908" 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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FDKShyk8iybMr2XVOOP7f%2FAgent%20in%20Billing.png?alt=media&#x26;token=f147e281-ece7-43c5-b9c2-e6261c1515a4" alt=""><figcaption></figcaption></figure>

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

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### 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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FRfRs8L1zuhGXXaIYIIpR%2FChoose%20Customer.png?alt=media&#x26;token=71132b6f-c966-4b14-a54b-365384e6dcbd" 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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F9cXfwiXg5UQ2ttKkeWkP%2FConfiguration.png?alt=media&#x26;token=1ceab3eb-3656-40f7-bb67-3824fafedb82" 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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F2ZcD3wnHt0m2ZNhTReFK%2FAgent%20in%20Party%20Account.png?alt=media&#x26;token=6c66d1ad-1366-447e-ba05-45f9e44a4445" alt=""><figcaption></figcaption></figure>

* Save the account details

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### Final Result

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