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.