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.
