FAQs On Quotation Creation & Edit Controls
How can I add CAMC (Comprehensive Annual Maintenance Contract) and NCAMC (Non-Comprehensive Annual Maintenance Contract) price in the Quotation of AntMyERP?
Log in to AntMyERP.
Navigate to CRM Sales.
Go to Quotations.
Click on the “+” button and select “AMC”.
Fill in the quotation details and proceed to “Add Product”.
In the “Add Product” section:
Enter the Product Name.
Next to “Product/Model,” choose the support type from the dropdown: Comprehensive or Non-Comprehensive.
Add the price for NCAMC (for Non-Comprehensive AMC) or CAMC (for Comprehensive AMC) and click on the “+” button.
Repeat the above step for any other products needed.
Complete the remaining details, save the quotation, and exit.
Is it not possible to add two products with the same name in a single quotation in AntMyERP?
It’s not possible to include the same product multiple times within a single quotation. To address this, kindly generate different quotations for each occurrence of the product. This approach will ensure that each quotation remains accurate.
What is the character limit for payment terms in quotations and purchase orders of AntMyERP?
The payment terms field is open, allowing you to add content as per your requirements, with a maximum limit of 100 characters for adding payment terms.
How can I set default terms & conditions on my Quotation in AntMyERP?
Log in to AntMyERP:
Open your web browser and navigate to the AntMyERP login page.
Ensure you have admin or super admin rights, or the appropriate permissions to access the Settings.
Once logged in, locate and click on the “Settings” option.
Navigate to Templates:
Look for the “Terms and Condition” option and click on it.
Add a New Terms and Conditions:
To create new Terms and Conditions, click on the “+” icon and in the newly opened window click on dropdown menu, select a name of The Submodule to add the Terms and Conditions. Give a name to the Terms and Condition.
Under “Page Text,” input the terms and conditions you want to include.
Please note that the character limit for this section is 700 characters.
Save and Exit:
Once you’ve added the terms and conditions, click on the “Save and Create” button or “Save and Exit,” based on your preference.
Implementation:
The terms and conditions you’ve added will now appear in the respective sections of all your communications.
These terms will be included in communication documents such as Proposals, Proforma Invoices, Invoices, Purchase Orders, etc.
How do we remove the Annexure from a Quotation in AntMyERP?
To remove a PDF uploaded in Annexures from a Quotation in AntMyERP, follow these steps:
Log in to AntMyERP.
Navigate to CRM Sales.
Go to Quotations.
Search for the quotation in the “Pending Accepted” or “Contracted” tab.
Once you find the quotation, click on the action icon and select “Edit Quotation.”
The Quotation editing page will open.
Click on the “Save” or “Save and Exit” button to remove the annexure.
This process will result in the removal of the annexure from the quotation.
How can I create a single quotation with two different business types simultaneously?
According to the business rule, you cannot create a single quotation with two different business types. Therefore, you are required to create two separate quotations, each aligned with its respective business type. This ensures compliance with the established business process.
Visit Charge Proposal Qty column is not editable more than 1 Qty. How can this be resolved?
The “Visit Charge Proposal Qty” column value is frozen because it is connected to auto billing. The quantity is not editable to ensure consistency and accuracy in billing processes. This connection is in place to streamline the billing system and prevent discrepancies.
How do I change an existing quotation’s business type from “Rental” to “MPS” in AntMyERP?
Once a quotation is created, you cannot change its business type. If you need to switch from “Rental” to “MPS,” you should cancel the existing quotation and create a new one with the correct business type.