Setup Agents/Brokers

YouTube: How to Set up a New Agent or Salesman?

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.