# 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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FpjScPwBvrMM8lZkqGory%2FLink%20Party%20and%20Agent.png?alt=media&#x26;token=487e4eed-dee4-4b6a-a8c7-bd5e11286440" alt=""><figcaption></figcaption></figure>

* Click **Save** to apply the allocation

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### 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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FQBi7gSc0Zw0n5a6angTv%2FEntry%20Mode.png?alt=media&#x26;token=903fe53e-d14a-4a51-96b4-28a8fd3de90c" alt=""><figcaption></figcaption></figure>

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

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### 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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FO2bcUoopUxS2ZSCNorZQ%2FBill%20Wise%20Agent%20in%20Bill.png?alt=media&#x26;token=127f155d-2d3c-4a04-827c-5e1d8e983b99" 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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FWJ3pHZRPvgphNyCG5tQt%2FAnother%20Party.png?alt=media&#x26;token=c7cfdae6-2e77-4a95-94a5-1f05d5c74497" alt=""><figcaption></figcaption></figure>

This ensures accurate agent assignment and prevents incorrect agent selection.

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### 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.
