This page contains all the FAQs related to CRM Sales in AntMYERP.
Sales Activities
Contract
- How do I change the business contract type in AntMYERP?
- How can I update a new contract date in a existing contract in AntMyERP?
- How do I Terminate a Contract in AntMyERP?
- How to add Client PO number & date in Contract ?
Contract Renewal
Proforma
Tender
Quotation
- How can I set default terms & conditions on my Quotation in AntMyERP?
- The quotation is not appearing on the Quotation index page. How can the issue be resolved?
- Why am I unable to remove a product from a contracted quotation in AntMyERP?
- The products are added to the product list but are not visible when creating AMC, rental, or MPS quotations in AntMyERP. Can you please address this issue?
- Unable to delete a contracted quotation. How can the issue be resolved?
- How can I change the creator's location in a quotation within AntMyERP?
- Why isn't the client's branch showing on the Client's contract page when adding an AMC products against the contract in AntMyERP?"
- Is it possible to automatically fill in the product price when creating a proposal in AntMyERP?
- The contract number is not appearing in AntMyERP when adding a client-owned MPS (Managed Print Services) device to a client contract. Is there a solution for this issue?
- How can I add CAMC (Comprehensive Annual Maintenance Contract) and NCAMC (Non-Comprehensive Annual Maintenance Contract) price in the Quotation of AntMyERP?
- How do we remove the Annexure from a Quotation in AntMyERP?
- How do I resolve the error stating that a product is not in MPS when adding it with MPS/Per Page/FSMA Quotation in AntMyERP?
- Is it not possible to add two products with the same name in a single quotation in AntMyERP?
- Why certain fields of the quotation not visible on the index page of "Pending Quotation" within AntMyERP?
- What is the character limit for payment terms in quotations and purchase orders of AntMyERP?
- The freight option not showing in the quotation. How can this be resolved?
- How do I change an existing quotation's business type from "Rental" to "MPS" in AntMyERP?
- How can I create a single quotation with two different business types simultaneously?
- How do I generate an autosales invoice after Sales order execution in AntMyERP?
- How can I record the sale of scrapped items using AntMyERP?
- Visit Charge Proposal Qty colun is not editable more than 1 Qty. How can this be resolved?
- Quotation not showing in Index page. How can this be resolved?
- How can add Product in Proposal with different GST details?
- A user is unable to see quotations in all tabs. How can it be resolved?
Sales Order
- Will sales orders affect my inventory in AntMyERP?
- The user is unable to execute order in AntMyERP with error "Serial No. not in Stock or Not present on Contracted creator location or creator branch stock". How this issue can be resolved?
- How do I connect an existing challan to a sales order in AntMyERP?
- Can we change the quantity of the sales order after it has been created in AntMyERP?
- Save button disappears after adding quantity to the order in AntMyERP. How to resolve this issue?
- Why is the Sales Order for the AMC Business not present in AntMyERP?
- Why am I unable to upload documents in the sales order within AntMyERP?
- Why are some Products not appearing in the sales order within AntMyERP?
- In Sales Order tickets, the user is not able to view Cancelled Status in AntMyERP. How can this issue be resolved?
- How can negative profitability be added to a proposal in AntMyERP?
- Can a user add 10000 quantity per order while creating a Sales Order validation Message?
- How can I delete a sales order in AntMyERP?
- Sales Order Product name is not showing in order list while creating a sales order. How to resolve this?
Leads
- How do I delete a lead that was created in AntMyERP?
- How can I add the expected order date to a lead in AntMyERP?
- How can I reopen a lead in AntMyERP that was previously marked as lost or disqualified?
- How can I assign multiple leads from one employee to another in AntMyERP?
- How do I connect a lead to an existing proposal in AntMyERP?
- What should I do if one lead number gets accidentally connected with two different quotations in AntMyERP? Is there a way to rectify this situation?
- What does "won lead" mean in AntMyERP?
- How to apply filter for Ageing Days Columns. For example, filtering leads for last 30 days , how to apply that filter in the Ageing Day field?
- How do you convert a lead to a lost order in AntMyERP?
- "I am attempting to mark the lead as lost or disqualify in AntMyERP, but I cannot find the correct 'Lost Reason' or disqualify reason". How can this be resolved?
- The user is not able to see lead data of customer she manages. How can this be rectified?
Goal Management
- The user is unable to view Goal management tab in his Login of AntMyERP. How can it be resolved?
- Can we set Goal for service Team ?
- What is Goal Type in Goal management?
- Can we edit an existing goal and add more goal parameters to it?
- What is new customer Report in the Goal Management?
- What is industry vertical all in one the Goal Management?
- How to resolve the issue with Voucher Creation - Google Maps Integration?
Campaign
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