Agent + Party Linking
YouTube: How to Configure Agent / Salesman + Party Linking for Sales Bill?
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
If required, apply an account filter to narrow down the party list
Select the customer party accounts you want to link with the selected agent
Click Refresh
Select the relevant parties
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
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
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
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
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
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