Understanding Feasibility

Feasibility studies are conducted by certain industries to assess the viability and practicality of implementing the service or products or in a specific location.

 

Settings

Navigate to Settings > 3rd Icon from the Menu > Sales.

Under the Sales Preferences tab, check the box  of Service Feasibility

Click on Update.

 

Adding a Feasibility

The user needs to ensure that the lead is created in the system for creating a feasibility  

Navigate to the Left Menu > CRM Sales > Feasibility.

Click the + Icon button on the top right corner of the page.

 

Creating Feasibility from the Creation Page

Navigate to the Left Menu > CRM Sales > Feasibility.

Click the + Icon button on the top right corner of the page.

Enter all mandatory fields along with all the details of the feasibility

After entering all the details, click Save.

Note: After saving the Feasibility Branch and the Feasibility Ticket tabs will be visible

 

Adding Feasibility Branch

Adding a customer branch for feasibility in AntMyERP. You just need to put their important info into one place. You can add any number of customer branches for the feasibility.. Here’s what you do.

You can add customer branch in two ways

Adding Customer Branch from the Feasibility Branch

Importing Customer Branch

Creating Customer Branch from the Feasibility Branch 

Navigate to Left Menu > CRM Sales > Feasibility  

You will lands in Feasibility Listing Page

Locate the Feasibility in the list and click on the Edit option from the Action dropdown menu. Alternatively you can Right Click on the feasibility of which Branch you want to add by clicking Edit.

You will lands in Feasibility Page

Click on Feasibility Branch

Click the + Icon button on the top right corner of the page.

Check mark the branch which requires the feasibility survey

After the branches are added, feasibility tickets are automatically generated

After marking, click Save.

 

Importing Customer Branch for Feasibility

Navigate to Left Menu > CRM Sales > Feasibility  

You will lands in Feasibility Listing Page

Locate the Feasibility  in the list and click on the Edit option from the Action dropdown menu. Alternatively you can Right Click on the feasibility of which Branch you want to add by clicking Edit.

You will lands in Feasibility Page

Click on  Feasibility Branch

On the Top Right Menu navigate to Down arrow key > Import Branches.

Read Instructions and Click Download Sample File ( CSV. ) for your reference by clicking sample file.

Ensure that all the fields are mapped and  filled correctly while adding your Customers Branch

Now go to the Top Right Menu navigate to Down arrow key > Import Branches.

Click on Upload Customer Branch and select the file to be imported. 

Click on Save.

All your customer Branches are imported for the feasibility to transact.

After the branches are added, feasibility tickets are automatically generated

Note: You can upload 50 branches at a time. Only CSV. file is supported

 

Feasibility Tickets

Navigate to Left Menu > CRM Sales > Feasibility  

You will lands in Feasibility Listing Page

Locate the Feasibility in the list and click on the Edit option from the Action dropdown menu. Alternatively you can Right Click on the feasibility of which Branch you want to add by clicking Edit.

You will lands in Feasibility Page

Click on Feasibility Tickets

Feasibility tickets are generated as per the branches added or marked and the necessary details added in the Feasibility form.

Execute the feasibility tickets as per the Service ticket. Please refer Service Ticket Process.

For Pass: The ticket is resolved by the technician or Engineer, feasibility ticket will reflect in the Pass 

For Fail: The ticket needs to be canceled via web portal, feasibility ticket will reflect in Fail

Permission: Keep in mind that this action requires permission, so users need to have the right authorization to make a customer active or inactive.