---
title: "Clearing Agent"
space: "Icd tz"
url: "https://support.aakvatech.com/ICD TZ/clearing-agent"
updated: "2026-07-22"
---



**User Manual for Clearing Agent Module**

## 1. Overview
The Clearing Agent module in ERPNext is designed to manage agent details, including their association with Clearing and Forwarding (C&F) companies, contact information, and required documentation. It ensures that clearing agents are properly registered and linked to a C&F company for streamlined operations.

## 2. Key Features
- **Agent Registration** with unique identification
- **Association with Clearing and Forwarding Companies**
- **Contact Details Management** including phone and email
- **Mandatory Document Attachment** (Introduction Letter)
- **Quick Entry for Faster Data Input**
- **Role-Based Access Control**
- **Change Tracking and Reporting**

## 3. Pre-Requisites
Before using the module, ensure the following:
- ERPNext is installed and configured.
- User roles and permissions are assigned.
- Required master data (e.g., clearing and forwarding companies) is entered.

## 4. Step-by-Step Usage
### **Step 1: Register a Clearing Agent**
- Navigate to **Clearing Agents** under the **ICD Module**.
- Click **New** and fill in the required agent details.
- Enter the **Agent Full Name**, **Tafer ID**, and select the associated **C & F Company**.

### **Step 2: Provide Contact Information**
- Enter the agent's **Email** and **Phone Number**.
- Upload the **Introduction Letter** as an attachment.

### **Step 3: Save and Verify**
- Ensure all mandatory fields are filled.
- Click **Save** to register the clearing agent.
- Verify details in the list view.

### **Step 4: Manage Agents**
- Edit agent details as needed.
- Use filters to search by **Agent Name**, **Tafer ID**, or **C & F Company**.
- Disable agents if they are no longer active.

## 5. Script Customizations
Customization can be done via:
- **Custom Scripts (JavaScript/Python)** to add automation.
- **DocType Modifications** to adjust form fields.
- **Workflows** to enforce approval processes.

## 6. Troubleshooting (Common Errors and Resolutions)
| Error | Cause | Solution |
|------|------|---------|
| Unable to Save Agent | Missing mandatory fields | Ensure all required fields are filled |
| Duplicate Agent Name | Agent name must be unique | Check existing records and modify name if needed |
| Permission Denied | User lacks access rights | Assign proper role in ERPNext settings |

## 7. User Roles and Permissions
- **System Manager**: Full access, including modifications.
- **Operations Manager**: Can create and manage clearing agents.
- **C&F Manager**: Can associate agents with clearing companies.
- **Gate Supervisor**: Read-only access.

## 8. Key Notes
- Ensure all mandatory fields are filled when creating records.
- Regularly back up data to prevent loss.
- Audit logs track all changes made within the module.
- Use standard filters to quickly search for records.

---
This manual serves as a guide to efficiently navigate the Clearing Agent module. For further assistance, contact system support.