Reminder

by Arvind

|

2024-03-04

Understanding Reminder

The Reminder feature in AntMyERP is a notification that pops up in the bottom menu for our users to keep a check on the tasks at hand.

Permissions

There is no permission required to use the Reminder feature.

Viewing Reminders

Navigate to the bottom menu> Reminder.

The user will see three below mentioned options:

Reminder Activity – The tickets for which the follow up date and time is entered are visible under this tab. The latest reminder will come on the top.

Pending Approvals – The service tickets (Proposal, Purchase, Sales Order and Expense Voucher) for which the approval is pending are visible under this tab. 

Note: The Authorization should be on for getting the approval requests. You can refer to the details Settings help document for more information.

Reminder Activity – All the tickets which are either dismissed or snoozed are visible under this tab. 

Note: The follow up date and time should be entered in the ticket for them to be visible under Reminders.

Announcement

by Arvind

|

2024-03-04

Understanding Announcement

The Announcement feature in AntMyERP is a feature that allows the organisation to make an announcement internally.

Here are some common examples of announcements:

Announcements can be made for various events.

• For instance, if your company receives an award, they might want to share this news with all users.
• Similarly, if your company is organising events, they’ll want everyone to be aware of them.
• Announcements can also be used to celebrate employee birthdays.

Permissions

Announcements can be created only by the users who have the permission to do so. To provide the permissions, go to User & Permissions

Creating Announcement

Navigate to the left menu> HR> Team/ My HR/ Reports.

On the top bar that appears, click on the three dots.

Select the option Internal Announcement from the dropdown list that appears.

Click on the plus button.

A pop up window will appear. Enter the desired details.

Click on Save and Create.

Viewing Announcement

An announcement is visible as pop up to all the users logging into ERP after 11 seconds of its creation.

The other way to view Announcement is by navigating to the bottom menu> Announcement icon. A window will pop up with the announcement.

What’s New

by Arvind

|

2024-03-04

Understanding What’s New

The What’s New feature in AntMyERP is a list of updates that have occurred in ERP.

Permissions

There is no permission required to use the What’s New feature. It is visible to all the users of AntMyERP

Viewing What’s New

When we add something new to the What’s New section, users will see it as soon as they log into the ERP system. It will show up as a pop-up notification.

The other way to view What’s New is by navigating to the bottom menu> What’s New icon. A window will pop up with all the latest updates.

Note: The users get to know what new features have been added and on which date. In case they wish to know more about it, they can always get in touch with the support team.

Service Checklist and To-Do

by Arvind

|

2024-03-04

Understanding Service Checklist and To-Do

Service Checklist and To-DO, in the context of Service ticket management, is a checklist created for each ticket raised as it is connected with the problem selected. It encompasses all the activities required to resolve a specific ticket. This list is generated within the portal upon ticket creation and is accessible within the app under the respective ticket. Engineers utilize this to-do list to guide them through the steps necessary to address the issue at hand.

Adding a New Service Checklist and To-Do

Adding a New Service Checklist and To-Do in AntMyERP is simple! Below is the step-by-step process for creating a To-Do List:

Navigate to Settings > Masters > Service > To Do.

This action opens the list of existing To-Do items

Here, you can edit or delete existing lists as needed.

Click on the ‘+’ sign located at the top right-hand corner of the page.

This action will open the new To-Do page.

Enter the name of the To-Do List, 

Specify the Sub Header Name, which represents the sub-activity of the To-Do list.

Click on the ‘+’ button to add a sub-activity to the checklist.

For each sub-activity:

• Enter the activity name in the ‘To Do’ field.
• Select ‘Yes’ or ‘No’ for ‘To Do Required’ to indicate if the activity is mandatory.
• Choose ‘Yes’ or ‘No’ for ‘File Upload’ to specify if file upload is required.
• Specify ‘Yes’ or ‘No’ for ‘Remark’ and ‘Remark Required’ fields to indicate if remarks are mandatory.

Click on ‘Save and Exit‘ to save the To-Do.

Connecting Service Checklist and To Do to the Problem

Here are the steps to connect the To-Do list to the service ticket and specify mandatory activities:

To Link Service checklist and To do with Existing problem

• Go to Settings > Masters > Service > Problem.
• You will land on the problem Listing Page
• Search the Problem to which you want to  Link the To-do List
• Click on the action button located on the far right of the page.
• Select “Edit.”
• Choose the To-Do list.
• Click on “Save and Exit“

To link Multiple Problems to Service checklist and To do

• Go to Settings > Masters > Service > Problem.
• You will land on the problem Listing Page
• Check the checkbox against the Problems to be selected.
• Click the Tick box  above the Select column and choose “To Do.“
• Select the To-Do list from the drop-down in the pop-up.
• Click on “Save and Exit.“

To Link Service checklist and To do with New Problem

• Go to Settings > Masters > Service > Problem.
• You will land on the problem Listing Page
• Click on the ‘+’ sign at the page’s top right-hand corner.
• Enter a new name for the problem and fill in the required details.
• Select the product Categories related to the problem
• Choose the created To-Do list and Click on Save and Exit.

Editing Service Checklist and To-Do

• Go to Settings > Masters > Service > To Do.
• You will land on the To Do Listing Page
• Search the To-Do which you want to Edit
• Click on the action button located on the far right of the page.
• Select “Edit.”
• Make the necessary changes to the Service Checklist and To-Do details
• Click on “Save and Exit“

Deleting Service Checklist and To-Do

• • Go to Settings > Masters > Service > To Do.
  • You will land on the To Do Listing Page
  • Search the To-Do list that you want to Delete
  • Click on the action button located on the far right of the page.
  • Select “Delete”
  • As a message will appear Are you sure you want to delete?
  • You will not be able to recover this after delete.
  • Click on “Yes“

The appearance of the Service Checklist and To Do in the Service ticket 

Whenever a problem in a ticket is linked to a To-Do list, an additional tab will appear on the Ticket Detail page in the portal and mobile App alongside other tabs. Clicking on the To-Do tab will display the checklist created for the problem.

A red asterisk will indicate all fields marked as mandatory during list creation. Checking off each To-Do item will be reflected in the Activity tab. The ticket status cannot be marked as “Solved” and the ticket cannot be Closed until all items on the checklist under the To-Do tab are completed

Unit Sales Quotation

by Arvind

|

2024-03-04

Understanding Unit Sales Quotation

A unit sales quotation specifies the price per individual unit of a product or service unlike a  sales quotation that provides an overall cost estimate for a larger quantity or a complete order. Unit sales quotations are detailed and itemized, whereas sales quotations offer a broader pricing overview for potential customers.

Settings

Navigate to Settings > Sales.

Under the Quotation Preferences tab, check the box Unit Sales Quotation.

Click on Update.

Creating Unit Sales Quotation

Navigate to Left Menu > CRM Sales > Quotation.

Click on the plus button and select the Unit Sales dropdown option.

Fill in all the details in the Unit Sales Quotation form that opens.

Select the products from the product list under the Add Product dropdown option.

Click on Save.

Viewing Unit Sales Quotation

Navigate to Left Menu > CRM Sales > Quotation.

Click on the Unit Sales Quotation No. which you want to view under the Quotations tab.

On the right hand side of the Quotation Proposal page there are eight buttons which are used for the following:

Edit: This button is used to edit the form if any changes need to be made.

Copy : This button is used to copy the quotation to create a new quotation for other customers.

Accept : This button is clicked to indicate acceptance of the quotation.

Reject : This button is clicked to reject/ non acceptance of  the quotation.

Send Mail : This button is used to directly mail the form to the customer.

Print : This prints the form for physical mailing/ storage purposes.

Back : This button takes the back to the Quotation.

Proforma : A proforma invoice is a preliminary bill of sale sent by a seller to a buyer in advance of a shipment or delivery of goods or services.

Note: In Unit Sales Quotation, a user can take individual GST for all the products.