C & F Agent

The PrismERP C & F Agent module provides a streamlined way to manage Clearing & Forwarding agents with complete accuracy. Users can add new agents, record essential personal and financial details, and maintain all related vouchers, ledgers, and documents in one place. With powerful search, filter, and reporting features, PrismERP makes it easy to track agent activities, review financial history, and manage opening balances. This module ensures smooth C & F agent management and keeps all records organized and accessible.

1. Add New C & F Agent

Field	Description
Name	Enter the C & F Agent’s full name.
Print As	Specify how the agent name will appear in print documents.
Opening Balance	Enter the agent’s opening balance.
National ID	Enter the agent’s national ID number.
Code	Enter or review the agent code (auto or manual).
Credit Limit	Enter the credit limit assigned to the agent.
DOB	Enter the date of birth of the agent.
Passport No.	Enter the agent’s passport number (if applicable).
Website	Enter the agent’s website URL (if any).
Email	Enter the agent’s primary email address.
Branch	Select the branch where the agent will be managed.
Phone	Enter the agent’s phone number.
Alt. Phone	Enter an alternative phone number.
Fax	Enter the agent’s fax number.
Alt. Email	Enter an alternative email address.
Description	Add any additional notes about the agent.

2. C & F agent List

2.1. C & F Agent Details View

Field	Description
Name	Search C & F agents by full or partial name.
Details	View all basic and extended information about the C & F agent.
Voucher	Access all vouchers related to the C & F agent.
Ledger	View ledger and balance details for the agent.
Attachments	Upload or view documents related to the agent.

2.2 C & F Agent Party Ledger

Field	Description
Date Range (From – To)	Filter ledger data by a specific date range.
Project	Filter ledger entries based on project selection.
Account	Narrow down entries by account type or specific account.
Category	Filter ledger records by category.
Report	Users can preview and download the ledger report in multiple formats.

2.3 Edit Opening Balance

Field	Description
Opening Balance	Update the agent’s opening balance amount.
Balance Entry Date	Enter the date