FAQs on Product Mapping & Pricing Issues

 

How can I add Product in Proposal with different GST details?

CRM sales system is where you can create a proposal for a unit and add products with different GST details. Here’s a step-by-step guide based on your description:

Access CRM Sales Module:

Navigate to the left menu in your CRM system.
Click on “CRM Sales” to access the sales-related functionalities.

Navigate to Quotation:

Look for the “Quotation” option and click on it.

Go to Pending Tab:

Within the Quotation section, find and click on the “Pending” tab.

Click on the + Button:

Look for the + button, usually located in the right-hand header of the Pending tab.
Click on the + button to create a new proposal.

Choose Unit Proposal Form:

After clicking the + button, you should see options like Sales, MPS, Rental, and Unit…., Select “Unit” to create a proposal for a unit.

Add Products:

Within the Unit Proposal form, you should find a section to add products.
There may be a button or option labeled “Add Product”

Product-wise GST Details:

For each product you add, there should be fields to input details such as product name, quantity, price, and tax details.
Look for a field specifically labeled “Tax” or “GST” for each product line.

Save or Submit:

After adding all the products with their respective GST details, there should be an option to save or submit the proposal.

Review Proposal:

Go back to the main Quotation section and look for the proposal you just created in the “Pending” tab.
You may need to review and finalize the proposal before sending it to the client.

 

Is it possible to automatically fill in the product price when creating a proposal in AntMyERP?

When creating a quotation in AntMyERP, you have the ability to display the MRP, dealer price, or special price for each product. Follow these steps:

Log in to AntMyERP: Access your AntMyERP account by logging in using your credentials.

Check Admin Access: Ensure that you have admin, superadmin, or the necessary permissions to access the Settings.

Navigate to Settings: Proceed to the Settings section within the application.

Access Masters: Inside Settings, go to the Masters

Select Sales CRM: Among the available options, choose Sales CRM.

Choose the Products: Go to Product and Search and select the specific product you are working with.

Initiate Editing: Click on the action icon next to the chosen product and then select the “Edit” function.

Navigate to Product Page Form: Within the editing interface, you’ll find a form on the Product page. Fill the prices in for Dealer Price, Maximum Retail Price, Special Price,Minimum Selling Price.

Select Price Option: Go to “Price Display in Quotation” and select from dropdown option that you want to display in quotations for this product. You have the choice of selecting Dealer Price, Maximum Retail Price, or Special Price.

Save Changes: After selecting the desired price option, save the changes.

By following these steps, you can ensure that the appropriate price information, whether it’s MRP, dealer price, or special price, is automatically displayed when creating a 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?

The problem found is the products are added in category as “without serial number,” causing them to not appear in AMC, Rental, and MPS quotations. In AntMyERP, AMC, Rental, and MPS quotations do not include products without serial numbers; these quotation only captures products that have been assigned serial numbers.

 

Why am I unable to remove a product from a contracted quotation in AntMyERP?

Once a quotation is contracted in AntMyERP, it is not possible to remove line items from the product. This is due to the nature of the contract, which locks the contents of the quotation to ensure the integrity of the agreement.

 

The freight option not showing in the quotation. How can this be resolved?

Adding Freight as a Product:
Start by adding the freight as a product in your system. This means creating a new entry in your product ospecifically for the freight service you provide. Make sure to include all relevant details such as the name of the freight service, description, and any other necessary information.

Including Freight Product in the Quotation:
After you’ve added the freight as a product, proceed to create or edit a quotation. Within the quotation, you’ll need to add the recently created freight product. This is usually done by selecting the product from a list or database of available products. Find the newly added freight product and include it in the quotation, just like you would with any other product.