Branch + Party + Agent + Company/Group Linking

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

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.

---

Open Linking Setup Window

• From the Main Menu, navigate to Setup

• Expand Setup Accounts

• Expand Setup Agent

• Open Branch + Party + Agent + Company/Group Linking

---

Select Linking Basis

• Choose the Linking Option:

  • Company Basis, or

  • Group Basis

Select the option as per your business requirement.

---

Define Branch, Party, and Company (Brand)

• Select the Branch

• Select the Party (Customer)

• Select the Company (Brand)

• Click Refresh to load the records

---

Allocate Agent Linking

You can allocate agents in multiple ways:

Individual Allocation

• Press the Space Bar in the agent column

• Select the required agent

Bulk Allocation

• Press F2 within the agent column

• Assign agents to multiple parties at once

Multiple Agents for Same Party

• Open the Attributes List

• Enable additional Agent Name columns

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

---

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

• Browse and select the Excel file

• Choose the correct:

  • Sheet

  • Header row

• Click OK to Import.

The data will be imported successfully from Excel.

• Click Save to finalize the linking

---

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

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

---

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.