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.

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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

• 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.

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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

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

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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