# 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.
***
### **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.
***
### **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
***
### **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
***
### **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**.
***
### **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
***
### **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.
---
# Agent Instructions: Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter:
```
GET https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/setups/setup-accounts/setup-agents/setup-agents-brokers.md?ask=
```
The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.