# Setup Agents/Brokers
**YouTube:** [How to Set up a New Agent or Salesman?](https://youtu.be/7trqxbYu1SQ)
## How to Set up a New Agent or Salesman?
In this tutorial, we will learn how to **manually create agents, brokers, or salesmen** and how to **import them through Excel** in Logic ERP. We will also see how to use agent details in sales transactions, both bill-wise and item-wise.
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### **Access to Agent Setup**
* **Navigate to** Setup\Setup Accounts and then select **"Setup Agents".**
* Select **Agent** and click to **Refresh.**
* The system displays all existing agents, brokers, and salesmen.
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### **Create a New Agent Manually**
* Enter the **Agent Name.**
* Enter the **Agent Short Name.**
* Optionally define the **Agent Designation.**
* Click **Save** to create the new agent
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### **Import Agents Using Excel**
* Open Import Window
* Click on **External File**
* A new import window will open
### **Prepare the Excel File**
* Use the **Help** option to view required column details
* Fields marked with an **asterisk (\*)** are mandatory
* Ensure all mandatory fields are included in the Excel sheet
### **Import the Data**
* Browse and select the Excel file from your system
* Choose the **Sheet Number**
* Ensure **Header Row = 1**
* Click **OK**
* The agents are imported instantly
* Click **Save** to finalize the changes
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### **Use Agents in Sales Transactions (Bill-Wise)**
* Open the **Sale Bill** window
* In the **Header Section**, locate the **Agent / Broker** field
* Click the dropdown to select an agent.
* This method applies one agent to the entire bill.
> **Note:**\
> If the Agent/Broker field is disabled, enable it through **Column Locks**.
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### **Use Agents in Sales Transactions (Bill-Wise)**
* Enable Item-Wise Agent Selection
* Go to **Setup → Column Attributes**
* Search for the **Agent Name** column
* Enable the column and **save** the changes
* **Select Agent Item-Wise**
* Start entering items in the **Sale Bill**
* In the **Agent Column**, press the **Space** key
* Select the appropriate agent for each item
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### **Conclusion**
Logic ERP provides flexible agent management by allowing both **bill-wise** and **item-wise** agent assignment. With manual creation and Excel import options, you can quickly maintain agent master data and ensure accurate commission tracking and reporting in sales transactions.
