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