Understanding Product

A Product is anything that your company offers, whether it’s a product or a service. It also includes parts needed to make products before they’re sold. With AntMyERP, you can keep track of all your items, whether individual products or bundles.

AntMyERP helps you manage your sales and purchases smoothly. If you offer services, you can create an item for each one. Making sure you fill out the Item Master is really important for using AntMyERP successfully.

Getting Started with Product

Before you start adding a Product in your system, we strongly recommend to know more about Product Category and Product Type.

Know Product Type

AntMyERP manages a very detailed product structure so that it covers your business requirements and workflow.

Product type is a group of products which fulfill a similar need for a market segment or market as a whole. Product type can also be defined as a set of common specific characteristics in products or goods. These types can be on various parameters like :

Other 

All tangible items can be classified as goods. Goods are products that can be touched and seen, and are produced to satisfy consumers’ wants. Goods can be either durable goods or consumer goods.

When adding any product in the product master where service is required, select Others as the product type. This enables users to easily log a service ticket for the product when needed.

Care Pack

Care Packs provide an enhanced level of support and/or an extended period of coverage/ warranty for your Product hardware and can be purchased within the first year of hardware purchase. Click here to purchase a Care Pack. Post Warranty plans are meant to provide additional coverage after your base warranty expires.

When selecting the Product Type as Care pack, the product will be utilized specifically as a care pack and will not be displayed in service or request toner tickets. Instead, it will be managed under Assets Management as a care pack, where additional warranty services are provided to the product. This categorization ensures that care packs are appropriately managed and distinguished from other service-related tickets within the system.

Note : You can not log the service calls for the Product which comes under Care Pack.

Spare Parts

A spare part is an interchangeable part that is kept in an inventory and used for the repair or refurbishment of defective equipment/units. Spare parts are parts that you can buy separately to replace old or broken parts in a piece of equipment.

When adding spare parts in the product master for service purposes, please select Spare parts as the product type. This ensures that users can request the required spare parts under a service ticket. If a spare part is requested under a service ticket, the product name will only be displayed in the list of spares if the product type is selected as spare parts.

Note : Spare parts also act as a Product and can be the Part of any Product.

Toner

A toner cartridge, also called laser toner, is the consumable component of a laser printer. Toner cartridges contain toner powder, a fine, dry mixture of plastic particles, carbon and black or other coloring agents that make the actual image on the paper.

When adding a toner cartridge in the MPS Business ON system, please categorize it under the Product Type Toner. By selecting Toner as the product type, the toner cartridge will automatically appear in the call log pop-up when users request a toner ticket. This ensures efficient and accurate tracking of toner requests within the system.

Once you are fully aware about Product Category and Product Type, then you can start adding Product in AntMyERP.

Adding a Product

Adding a product in AntMyERP is easy! You just need to put their important info into one place. Here’s what you do.

You can add product in two ways

• Creating Product from the Creation Page
• Importing Product

 

Creating Product from the Creation Page

Navigate to the Left Menu > Setting > Masters > CRM Sales > Product

Page lands on Product Listing Page.

Add Product  by click on the plus button on the product listing page.

Begin by Uploading Product Image and entering the Product name.

(Please note that this Product will appear in all your communications documents like Quotations, Contract, Sales Order, Delivery Note and Invoice)

Enter all mandatory fields along with all the details of your product.

After entering all the details, click on Save and Exit.

Productivity Tool: You can add product from the Quick Add directly

Note: Duplicate product entries are not permitted within AntMyERP to maintain data integrity.

AntMyERP manages a complex product structure as per the business requirements. For instance, you can select different Product Types as per your business requirement.

Importing Product

Navigate to the Left Menu > Setting > Masters > CRM Sales > Product.

You will land on the Product Listing Page.

On the Top Right Menu navigate to Three Dot Icon > Import Products.

Read Instructions and Click Download Sample File ( CSV. ) for your reference by clicking sample file.

Ensure that all the fields are mapped and  filled correctly while adding your Products.

Now go to the Top Right Menu navigate to Three Dot Icon > Import Products

Click on Upload Product and select the file to be imported.

Click on Save.

All your products are imported in your AntMyERP to transact.

Note: You can upload 500 products at a time. Only CSV. file is supported.

Exporting Product

Navigate to the Left Menu > Setting > Masters > CRM Sales > Product.

You will land on the Product Listing Page.

Filter from the LIVE Search / Filter. Now you have filtered data which needs to be exported.

Now go to the Top Right Menu navigate to Three Dot Icon > Export Products > Save

All your products data will be exported as per the Search or Filter

All your products are Exported from your AntMyERP to CSV. file

Note : Export can be done only by the users who have the permission from admin.

View Products

Navigate to the Left Menu > Setting > Masters > CRM Sales > Product.

You will land on the Product Listing Page

Locate the Product in the product list and Click on Edit.

Edit Products

Navigate to the Left Menu > Setting > Masters > CRM Sales > Product.

You will land on the Product Listing Page.

Locate the product in the product list and click on the Edit option from the Action dropdown menu. Alternatively you can Right Click on the product whom you want to Edit.

Make the necessary changes to the product details.

Save the updated information.

Delete Products

Navigate to the Left Menu > Setting > Masters > CRM Sales > Product.

You will land on the Product Listing Page.

Locate the product in the product list and click on the Delete option from the Action dropdown menu. Alternatively you can Right Click on the product whom you want to Delete.

Confirm the deletion in the pop-up window.

Note: If a specific product has completed any transactions, they cannot be deleted.

Copying Product from an Existing Product.

Navigate to the Left Menu > Setting > Masters > CRM Sales > Product.

You will land on the Product Listing Page.

Locate the product in the product list and click on the copy option from the Action dropdown menu. Alternatively you can Right Click on the product whom you want to copy.

Make the necessary changes to the product details and click on Save.

Productivity Tool: You can add products by Right Clicking directly from the Products Listing Page.

Note: Duplicate product entries are not permitted within AntMyERP to maintain data integrity.

Managing Products : Active and Inactive

If you need to stop doing business with a product for any reason, you can easily make them Inactive. Just go to their profile, change the status to Inactive, and Save the changes.

Once a product is inactive, nobody in your company can create any new transactions like sales orders, deliveries, service calls or invoices for them.

If you need to start working with the product again, simply go through the same process and mark them as Active. Then you can start transacting with them as usual.

Permission: Keep in mind that this action requires permission, so users need to have the right authorization to make a product active or inactive.

• Manage Product
• Edit Product

 

Product Price List

Your Product Price List is auto populated in AntMyERP.

Learn more about Price List

Few Field & Description: 

This section provides a comprehensive overview of the various fields and their descriptions when adding or editing product details within AntMyERP.

Brand: A brand is a product, service or concept that is publicly distinguished from other products, services or concepts so that it can be easily communicated and usually marketed. Check mark if you want to get it displayed in Proposal.

SKU : A stock keeping unit (SKU) is a unique identifier for a product, typically assigned by a retailer or manufacturer. It is used to track inventory and is typically associated with a product’s barcode. An example of a SKU is XYZ-12345. This would be the unique identifier for a specific product. Check mark if you want to get it displayed in Proposal.

Maximum Retail Price : Maximum Retail Price (MRP) is a manufacturer calculated price that is the highest price that can be charged for a product sold in India. It is mandatory by law to print the price on every product. Check mark if you want to get it displayed in Proposal.

Dealer Price : The Dealer Price refers to the price of each company product to which it refers, as established by the Company from time to time, before any cash or other applicable discounts are deducted for the Dealer. Check mark if you want to get it displayed in Proposal.

Special Price : A product that is being sold for less than its usual price or the act of selling something for less than the usual price. Shoppers will be able to take advantage of special offers after the holidays. Check mark if you want to get it displayed in Proposal.

Minimum Selling Price : MSP stands for Minimum Selling Price. Setting the minimum selling price for a product or service is essential for any business.The goal of MSP is to ensure that the product or service remains profitable in the competitive market. Check mark if you want to get it displayed in Proposal.

Part No: Parts, or components, are identified with unique numbers. As product designs are created, each part is given a unique number that can be revision controlled and used to build one or more product assemblies. Check mark if you want to get it displayed in Proposal.

Description : A product description is used to describe and explain the benefits of your product. In other words, it provides all the information and details of your product. Check mark if you want to get it displayed in Proposal.

Specification : A specification often refers to a set of documented requirements to be satisfied by a material, design, product, or service. A specification is often a type of technical standard. There are different types of technical or engineering specifications, and the term is used differently in different technical contexts. Check mark if you want to get it displayed in Proposal.

As part of our ongoing efforts to improve user experience and streamline our product management processes, I am excited to propose enhancements to our Add Product interface. These improvements aim to provide users with clearer product information and streamline data entry tasks.

• Proposal Overview:

These all fields will get displayed in Proposal.

• Integration of Brand, SKU, and Part Number Display:

We propose integrating the display of essential product details – Brand, SKU (Stock Keeping Unit), and Part Number – directly below the product name in the Add Product interface.

This integration will facilitate quicker and more accurate product identification during the selection process.

• Display of Pricing Information Post-Product Addition:

After a product has been added, we suggest displaying key pricing information below the product name, including MRP (Maximum Retail Price), DP (Dealer Price), SP (Selling Price), and MSP (Minimum Selling Price), if these fields are marked in the Product Master for the respective product.

This feature will offer users immediate visibility into important pricing details without the need for additional navigation.

• Autofill of Description of Services/Goods:

Upon product addition, we propose automatically populating the Description of Services/Goods box with relevant data from the Product Master if the corresponding checkbox is selected.

This enhancement will reduce manual data entry efforts and ensure consistency in product descriptions.