# Allocate Agents to Parties for Filter

**YouTube:** [How to Allocate Agents or Salesmen to Parties for Filtering in Sales?](https://youtu.be/qAkwFNezog4)

## How to Allocate Agents or Salesmen to Parties for Filtering in Sales?

In this tutorial, we will learn how to **allocate agents to parties for filtering in Logic ERP**, ensuring that only relevant agents are available for selection during transactions.

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### Allocating Agents to Parties

To begin, configure agent allocation for parties.

* Navigate to the **Setup Module** from the main menu
* Click on **Setup Accounts**
* Under the **Setup Agent** section
* Open **Allocate Agents to Parties for Filter**

**Assign Agents**

* Select the required **Parties** from the account search list
* Select the corresponding **Agents** from the agent list

<figure><img src="/files/FMsIdYFNwRs6z8hfE7wX" alt=""><figcaption></figcaption></figure>

* Click **Save** to apply the allocation

***

### Reviewing Agent Allocation (Entry Mode)

You can review or verify the allocated agents at any time.

* Open **Allocate Agents to Parties for Filter**
* Switch to **Entry Mode**
* Select the **Party** and **Agent**
* Click **Refresh**

<figure><img src="/files/sQsoTXYyvD29trHksT2E" alt=""><figcaption></figcaption></figure>

* The system will display all agents allocated to the selected party.

***

### Using Agent Filter in Sales Billing

Now, let’s see how this configuration works during sales entry.

* Open the **Sales Bill** window
* Select the **Customer / Party**
* Click on the **Agent** field

<figure><img src="/files/CH6aYjQvQArnam5lqbB1" alt=""><figcaption></figcaption></figure>

***Observation:***

* Only the agents allocated to the selected customer will be visible in the dropdown list.

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### Party-Wise Agent Filtering

* Select another customer for whom agents are allocated
* Observe that:
  * The agent dropdown updates automatically
  * Only relevant agents are available for selection

<figure><img src="/files/dqXbsoHQaFg5EClTVzWc" alt=""><figcaption></figcaption></figure>

This ensures accurate agent assignment and prevents incorrect agent selection.

***

### Conclusion

This completes the **Agent Allocation to Parties for Filter setup in Logic ERP**, enabling **party-wise agent filtration** and improving data accuracy during sales transactions.


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