Eway Bill

Understanding Eway Bill

Under GST, transportation of goods requires an EWay Bill—an Electronic Way Bill. Transporters should have an eWay Bill when moving products from one location to another. However, it is only required for products valued at more than 50,000 rupees.

 

Settings

Navigate to the left menu > Settings  

Select Finance and click on Preferences.

Here, Add the parameters.

• EwayBill List Applicable Between: Include the duration for which you want to apply this Eway bill.

• EwayBill Threshold Amount: The highest price authorised for a transaction.

 

Add Eway Bill

Navigate to the left menu > Finance > Sales Invoices.

Click on the Eway bill icon here.

Now, click on the drop-down menu of the invoice you want to add the Eway bill to. 

A pop-up will appear.

Now, manually add the Eway Bill Number here. 

Click on Update. 

 

Note: The Eway bill number is only used to make sure that the bill on the portal matches the bill. The bill is confirmed once it is matched. The invoice will move from “pending” to “accepted” automatically.

 

QR Code

Understanding QR Code

A two-dimensional barcode capable of storing a range of data, including URLs, text, contact numbers, and more, are QR codes—Quick Response Codes. A black square set in a white grid can be scanned using a camera-equipped gadget like a smartphone. 

AntMyERP now easily lets you log a call with the help of QR code feature. 

 

Set Up QR Code

Navigate to the left menu > Settings  > Marketplace

Here, you can see the QR Code Settings section.

Here, enable all the sections related to QR code.

Click on Update. 

 

Print QR Code

Navigate to CRM Sales > customers

Right click on the customer and Select Contract.

Click on the 3 dots and select All Products > Active Products

Click on left side drop down section, click on Print QR code

Now, Open the QR scanner on your mobile device to scan the QR displayed on the screen. 

Once clicked, a pop up will appear, 

Add Employee code 

A service ticket will be logged.

 

Storage Alert Feature

Storage Alert Feature

Storage alert feature notifies users when they have exceeded the authorized storage limit. 

At AntMyERP, we help our customers have their own storage with ease.

 

Steps to Check Storage

Navigate to the left menu > Settings  > Reports

Under the reports section, click on the Storage Management icon. 

Here, you can check your Allocated, used, and Available storage.

Note: Firstly, you must give permission for storage management where you can check the amount of storage used and left. 

Secondly, you can view the type of files taking most of your space. For example, jpj, png, jpeg, etc. so that you can control using that file. 

 

Multiple Ticket Assignee Team

Understanding Multiple Ticket Assignee Team

Multiple ticket assignee team is a feature that lets you send more than one technician to do service calls. Each technician gets a unique ticket that is only for them. 

 

Settings 

Enable Team Assignment Feature

Create a Team

Navigate to the left menu > Settings.

Click on Masters.

Under the Masters, click on the Human Resources icon. Under HR, click on the Team icon.

Now, click on the + icon on the top right corner of the screen. A pop will appear.

Enter the fields: Team Group Name, Team Description, and Employee Name. 

Save and Exit.

Note: You can only add up to 5 people to a team at a time. 

You can only select active employees. 

 

Logging a Service Ticket

Go to Quick Add and click on the Service Ticket.

A new service ticket form will open.

Under the Requester type, type the name of the customer who called.

Note: Selecting a customer will show a dropdown. Once you select it, all the devices in the main branch will be shown in the contract. 

 

Select Coordinator and Assignee

Assignee: If you add the name of the employee who is not in any team. The Team Group Name Field will not display any teams. 

Note: When you select an employee who is a member of a team, the team’s name appears in the Team Group Name Field. 

 

Fill in all the mandatory fields.

Select the problem and Priority matrix. Enter the Reporting Tags

Add any special instructions if needed.

Click Save.

Once saved, a service ticket number will be created. 

Note: For every three employees you add to a team, three individual tickets will be generated. 

For service tickets, the Assignee Ticket is the main (or parent) ticket, and the other two are sub-tickets. To close the ticket, we need to close the sub-tickets first, then the main ticket.

 

Service Mobility

Understanding Service Mobility

Service mobility feature lets users add where their Product is located. It is possible to use the service’s location feature whenever a service call is logged. When the user makes the ticket, all they have to do is mention the location. You can make changes to it as needed.

This information can also be added to the customer’s contact information, which will connect them to the exact branch where the product is being sent or stored. After the client logs in, they can add information about the service location that was recorded in the ticket.

 

Logging a Service Ticket

Go to Quick Add and click on Service Ticket

A New service ticket form will open.

Under the Requester type, type the name of the customer who called.

Note: Selecting a customer will show a dropdown. Once you select it, all the devices in the main branch will be shown in the contract. 

Now, Add Service Location.

Note: Enter the name of the location where the service is required. 

Select coordinator and Assignee

 

Auto Assign:

When you put an auto assign in the assignee type section, the GPS turns on for 3 minutes and finds the nearest engineer for assigning the task. Whichever engineer accepts the ticket, it goes into their bin. 

Fill in all the mandatory fields.

Select the problem and Priority matrix. Enter the Reporting Tags

Add any special instructions if needed.

Click Save.

Once saved, a service ticket number will be created. 

Note: Now, there is a field in the service ticket on both the web portal and the mobile app that makes it easy for users to see where the service is being performed. Based on the information they entered, this makes it easy for them to quickly find the exact service location of the product.