This page showcases the FAQs related to the client and vendor portal.
FAQ on Customer Portal Configuration and Management
Getting started with Customer /Client Portal
Providing Login Credentials for Client Access in Your ERP
After creating a customer account in your ERP system, you can enable access and provide login credentials by following these steps:
URL: Provide the client with the URL to access the ERP portal. This URL will lead them to the login page where they can enter their credentials.
Username and Password Creation:
Log in to your ERP system.
Navigate to “Settings” and select “Users and Roles.”
Search for the specific customer by name or unique identifier.
Click on the customer’s entry to edit their details.
Adding Password and Activating:
Within the customer’s profile, locate the “Add Password” option.
Create a strong password for the customer’s account. Ensure it meets security requirements.
Click on the “Active” checkbox to activate the account for login.
Save the changes to confirm the password addition and activation.
Now the client has their login credentials and can access the ERP portal using the provided URL, username, and newly set password. This process ensures secure access to the portal, allowing clients to interact with their account, place orders, view information, and utilize the services offered by your ERP system.
FAQ on Vendor Portal Overview
What actions can Vendor can perform via Vendors Portal?
1.Vendor information, including contact details, payment terms and other relevant data.
2. Edit Vendor Profile: Update and modify vendor information whenever needed to keep records accurate and up to date.
3. Vendor Contacts: Manage vendor contacts efficiently, allowing you to add, edit, or delete contact information for better communication.
4. Vendor Products/Services: Associate specific products or services with each vendor, enabling streamlined tracking of inventory and purchase history.
What are the features and workflow of the Vendor Portal?
The vendor can see the business relationship with your organisation along with all documents and acknowledgement copies. They can also log tickets and manage the tickets that you have assigned to them.
Can the vendor/supplier add new equipment from the vendor/supplier portal?
No, the vendor/supplier is not able to add new equipment from the vendor/supplier portal.
Can the vendor/supplier accept our Purchase Order from the vendor/supplier portal?
Currently, this feature is not available in our system.
Can the vendor/suppliers add their new Branch and remove the closed branch from the vendor/supplier portal?
Currently, this feature is not available in our system.
Can the vendors/suppliers add their new Contacts and remove the inactive contacts from the vendor/supplier portal?
Currently, this feature is not available in our system.
Can the vendor/supplier manage its User Permission from the vendor/supplier portal?
Currently, this feature is not available in our system.
Can the Vendor / Supplier add their technician from the vendor/supplier portal directly and manage them?
Yes, the Vendor / Supplier can add their technician from the vendor/supplier portal directly and manages them, provided the user permission is given by the administrator
Can Vendor create service tickets in AntMyERP?
No. In AntMyERP, only Employees and Clients have the privilege to create service tickets.