FAQ on Setting
Understanding Settings Overview
Organisation SetUp
- How can I display my company’s logo on all transactions in AntMyERP?
- Can I delete or reset my organization in AntMyERP?
- How do I add my organisation’s address to the invoice PDF in AntMyERP?
- How to add Sign and Stamp for quotation in AntMyERP?
Form Builder
- How do I customize sales quotation forms using the Quotation Form Builder in AntMyERP?
- Configuring Form Builder for Sales Invoices in AntMyERP.
Setting Preference
- Can I change my portal name? Will this cause any impact in AntMyERP?
- How can I make the Reference Number field not mandatory in service tickets within AntMyERP?
- How can I enable the entry of profit data while creating a quotation in AntMyERP?
- How to Assign the Same Client PO Number to Multiple Contracts in AntMyERP
- How to Add Office Timing in AntMyERP?
Approval System
- How do I access the spare approvals in AntMyERP?
- How do I access warranty edit of serial number in AntMyERP?
- How do I access mapped account In AntMyERP?
- How can I initiate the Proposal Approval process in AntMyERP?
- How to Configure Expense Voucher Approval Process in AntMyERP?
- How to Reject Expense voucher after second Approval in AntMyERP?
Templates
- How can I stop email notifications in AntMyERP?
- How can I enable automatic email notifications for service tickets in AntMyERP?
- How to Create and Manage Offer Letter Templates in AntMyERP?
Master
Users, Roles and Permissions
- Why am I not able to log in in AntMyERP Portal ?
- What is the permission setting for hierarchy-wise lead visibility in AntMyERP?
- Why is a user unable to see admin features even after rights are given in AntMyERP?
- How to deactivate a user in AntMyERP?
- How can I allow a user to manage all tickets for the service tab in the AntMyERP mobile app?
- How to Update Your Password in AntMyERP When Not Receiving the Reset Password Email?
- How to Allow Users to Display All Service Tab Data in AntMyERP
- Configuring User Permissions to Restrict Viewing of Self-Created Purchase Orders in AntMyERP
- Why is the user Unable to view PO in AntMyERP?
- Troubleshooting: Unable to View Total Service Analysis Report in AntMyERP
- How to setup permission in AntMyERP?
- How to Grant User Permission to Create Brand Names in AntMyERP.
- Unable to see contact info in AntMyERP ?
- Why is Stock at Office and Stock at Client Not Displayed in the AntMyERP Inventory?
- My portal is disabled. How do I enable it in AntMyERP ?
- Can I set a password for the client portal ? If yes, how do I do it in AntMyERP?
- Configuring User Permissions for Adding Opening Stock in AntMyERP
- How do I access the Total Lead Analysis Report in AntMyERP?
- Unable to Log In Despite Active Account Status in AntMyERP
- How do I access Bundle Product Management in AntMyERP?
- How do I access to view Ticket Tab in AntMyERP ?
- How do I access to create Purchase order in AntMyERP ?
- How do I access to create industry and subindustry in AntMyERP ?
- How to Activate a User Account in AntMyERP?
- Why Employee Name Is Not Showing When Creating an Invoice in AntMyERP?
- How do I access to Edit Sales order in AntMyeRP ?
- How do I access to Manange column in AntMyERP ?
- I am unable to add a new geographical location in AntMyERP. How can I resolve this issue?
- How do I access to view Sundry Creditor in AntMyERP ?
- How do I access to Allow Marking Back dated attendance in AntMyERP ?
- How Do I View the Current Employee Database in the “Current Team” Tab of AntMyERP?
- How do I access to view Total Lead TAT Report in AntMyERP ?
- How do I access to profile editing permission in AntMyERP?.
- How do I access to Service Tab in Engineer’s mobile app of AntMyERP ?
- Why Employee User Id Shows 0 in Team and how to Correct the same in AntMyERP?
Multi Currencies
- How should I enter the customer currency while creating a customer or a vendor in AntMyERP ?
- How do I configure multicurrency in AntMyERP?
Multi Branch
How can I manage two stores with different names and addresses using AntMyERP? Do I need to buy separate subscriptions for each store?
Yes, you will typically need to purchase separate subscriptions for each store you want to manage using AntMyERP. Each subscription is associated with a specific entity or organization within the software, which means that if you have multiple distinct stores with different names, addresses, and potentially different operations, it’s recommended to have separate subscriptions to ensure proper management and accurate reporting.
SMS
- Can I use an external SMTP server to send emails from AntMyERP?
- Understanding the “Mail Sent Successfully” Message in AntMyERP?
- How Enabling Approval Authorization Emails in AntMyERP?
Reporting Tag
Other Setting Related FAQs
Go Up