# Branch + Party + Agent + Company/Group Linking

**YouTube:** [How to Link Agents or Salesmen by Branch, Party, Company, or Item Group in Sales Bills?](https://youtu.be/WPLd7XTtI5Q)

## How to Link Agents or Salesmen by Branch, Party, Company, or Item Group in Sales Bills?

In this tutorial, we will learn how to **configure Branch + Party + Agent + Company/Group linking in Logic ERP** and understand how the system automatically picks the correct agent during billing based on the defined configuration.

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### Open Linking Setup Window

* From the **Main Menu**, navigate to **Setup**
* Expand **Setup Accounts**
* Expand **Setup Agent**
* Open **Branch + Party + Agent + Company/Group Linking**

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### Select Linking Basis

* Choose the **Linking Option**:
  * **Company Basis**, or
  * **Group Basis**

<figure><img src="/files/N82C8bvBl0De2xN0282F" alt=""><figcaption></figcaption></figure>

Select the option as per your business requirement.

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### Define Branch, Party, and Company (Brand)

* Select the **Branch**
* Select the **Party (Customer)**
* Select the **Company (Brand)**
* Click **Refresh** to load the records

<figure><img src="/files/ZlGx1Z6kxOyCDXb2UAvl" alt=""><figcaption></figcaption></figure>

***

### Allocate Agent Linking

You can allocate agents in multiple ways:

**Individual Allocation**

* Press the **Space Bar** in the agent column
* Select the required agent

<figure><img src="/files/o3MG18SrojupLoFfZWj8" alt=""><figcaption></figcaption></figure>

**Bulk Allocation**

* Press **F2** within the agent column
* Assign agents to **multiple parties at once**

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

**Multiple Agents for Same Party**

* Open the **Attributes List**
* Enable additional **Agent Name columns**

<figure><img src="/files/CTK7AsIbl4e0mgUZdT6A" alt=""><figcaption></figcaption></figure>

* Allocate more than one agent to the same party, if required

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### Import Linking Through Excel

* Click on the **External File (Excel Import)** option at the bottom
* Use the **Help** button to:
  * View required column names
  * Check the import format

<figure><img src="/files/YIH125vorAWzcRLXpUZJ" alt=""><figcaption></figcaption></figure>

* Browse and select the **Excel file**
* Choose the correct:
  * Sheet
  * Header row

<figure><img src="/files/1sZZuEgmQIyuovBpt0Xa" alt=""><figcaption></figcaption></figure>

* Click **OK** to Import.

<figure><img src="/files/EwvzyXKS894QhxhMgrsZ" alt=""><figcaption></figcaption></figure>

The data will be imported successfully from Excel.

* Click **Save** to finalize the linking

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### Verify Linking in Sales Bill Entry

* Log in to the **same branch** where linking was defined
* Open the **Sales Bill** window
* Start a new transaction
* Select the **Customer**
* Enter an item belonging to the linked **Brand**

<figure><img src="/files/Iio1Rh5He2Tc7IKWjmvc" alt=""><figcaption></figcaption></figure>

The **Agent Name is automatically picked** based on the defined Branch + Party + Agent + Company/Group linking.

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### Conclusion

By configuring **Branch + Party + Agent + Company/Group Linking** in Logic ERP, you can:

* Automatically assign agents during sales transactions
* Maintain brand-wise and party-wise agent control
* Reduce manual selection errors
* Improve accuracy and operational efficiency

This setup is especially useful for businesses managing **multiple agents across brands, parties, and branches**.


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