C & F Agent

The C & F Agent section in PrismERP is used to add and maintain C & F agent records. Users can enter agent details, including personal information, contact details, credit limits, and opening balances. After adding an agent, users can find the record from the C & F Agent List, view related vouchers and attachments, check ledger entries, filter ledger reports, and update the agent's opening balance when required.

Add New C & F Agent

Field	Action
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.

After adding a C & F agent, the record appears in the C & F Agent List. Users can search for an agent by its full or partial name. By opening a record, they can view the agent's basic and extended information, check related vouchers, view ledger and balance details, and access attached documents.

Users can filter ledger records by selecting a date range, project, account, or category to find specific entries. They can also preview the ledger report and download it in different formats.

Edit Opening Balance

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