FAQs on Internal Notes, Location & Field Controls

Effective quotation management in AntMyERP involves more than just entering prices and product details. Users often need to record internal remarks, ensure that the correct business location is applied, and manage visibility settings for internal-use fields. This FAQ section is designed to clarify how internal notes function, how creator location works, and why certain fields behave the way they do within the quotation module.

These questions typically arise when users notice that internal notes are not appearing on downloadable documents, when they attempt to modify the origin location of a quotation after creation, or when fields behave differently based on branch permissions and user workflow rules. Understanding these controls ensures accurate documentation, clean communication internally, and proper compliance with branch-level financial and operational structure.

The goal of these FAQs is to help teams follow a consistent workflow and avoid confusion while creating or managing quotations in AntMyERP. With these guidelines, users can handle internal record-keeping correctly, ensure the right branch context for each quotation, and maintain clear audit trails for approvals, sales reporting, and customer interactions.

Internal note not appearing on the quotation

Why is the internal note not appearing on the quotation when downloading or printing in AntMyERP?

The internal note will not be displayed on any printed documents, as it is intended solely for the internal team.

Change the creator’s location

 How can I change the creator’s location in a quotation within AntMyERP?

Once a quotation is created in AntMyERP, it’s not possible to change the creator’s branch and location. If such a change is necessary, you will need to cancel the existing quotation and create a new one with the correct branch and location information.