FAQ on Sales Order
Will sales orders affect my inventory in AntMyERP?
Yes, if a sales order is executed and the products are outwarded, it will have an impact on the inventory.
We are unable to order execute in AntMyERP error coming Serial No. not in Stock or Not present on Contracted creator location or creator branch stock.
The issue is that the stock for the specific Product model has not been added .
This is why you are unable to execute the order. To resolve this issue, please follow these steps:
Verify whether the serial number or the quantity (in the case of products without serial numbers) for the Product Model is available in the AntMyERP Stock. Also, ensure that the stock branch and location for this product match those specified in the quotation for this sales order.
To perform the check, navigate to the Inventory module:
Go to “Reports.”
Navigate to “Location and use search” function and input the Product model number or serial number.
Incase of without serial number product in group select without serial number and search with product model.
If you find that either the model number or serial number does not match, consider the following actions:
Delete the existing order.
Create a new quotation with the correct product model, stock branch, and location.
Execute the order once these details are correct and aligned.
This should address the issue you’re facing.
Can we change the quantity of the sales order after it has been created in AntMyERP?
You can edit the sales order in AntMyERP if you have the required permission and no earlier outward challans are created against the order.Log in to AntMyERP using your administrator credentials.
Ensure that you have the necessary access as a Super Admin, Admin, or the required permissions to access Settings.
Navigate to the left-hand menu and click on “Settings.”
Under the “Settings” menu, choose “Users and Roles.”
Search for the specific user or group.
Once you locate the user or group in the search results, click on the action button and select “Edit.”
Proceed to the “Permissions” tab.
Utilize the Ctrl + F keyboard shortcut to open the find function, and then search for “.”
Find the “Manage Sales Order Edit ” permission within the list.
Enable or grant the required permission.
Save the changes to update the user’s permissions.
How do I connect an existing challan to a sales order in AntMyERP?
You can edit a Sales order if you have the required permission.
Here are the steps to connect an existing challan to a Sales order in AntMyERP:
1. Log in to AntMyERP.
2. Navigate to the CRM Sales Module.
3. Go to the “Sales Order” section.
4. From the dropdown menu, select the “Sales Order Pending” tab.
5. Search for the specific order number.
6. On the left side, checkbox next to the Product Name.
7. Click on “Connect Challan for this order.”
8. Add the existing challan number and save.
9. The challan will now be connected with the order.
Sales Order problem: Save button disappears after adding quantity to the order in AntMyERP.
The issue is related to products without serial numbers. The stock for the specific product model has not been added, which is why you are unable to proceed with the order. To resolve this matter, please follow these steps:
Verify whether there is available quantity for the Product Model in the AntMyERP Stock.
Additionally, ensure that the stock branch and location for this product match those specified in the quotation for this sales order.
To perform the verification, navigate to the Inventory module:
a. Go to “Reports.”
b. Navigate to “Location.” In the case of products without serial numbers, select the ‘without serial number’ in Group and search using the product model.
If you discover any discrepancies between the model number or serial number, consider taking the following actions:
a. Delete the existing order.
b. Create a new quotation with the accurate product model, stock branch, and location.
c. Proceed with the order once these details are correct and properly aligned.
Following these steps should effectively address the issue you are currently encountering.
Why is the Sales Order for the AMC Business not present in AntMyERP?
AMC quotations and contracts are generated to offer AMC services for client properties. Therefore, there are no Sales Orders for AMCs, as stock items are not issued from our inventory. To proceed, you should include the serial number in the client’s contract.
Why are some Products not appearing in the sales order within AntMyERP?
The Sales order displays products that have been included in a Quotation, which was then converted to a Contractand subsequently booked as an Sales order. If any product is not appearing in the sales order, follow these steps:
Login to AntMyERP Go to CRM Sales Module.
Navigate to Contracted Quotation
Search the respective Quotation of this sales order.
Edit the Quotation and add the missing product.
Book the Quotation.
Update the Contract and book the Sales order.
This process should ensure that all desired products are included in the sales order.”
Why am I unable to upload documents in the sales order within AntMyERP?
If you encounter the issue, please perform a hard refresh by pressing Shift + Ctrl + R simultaneously on your keyboard. Additionally, ensure that the document format is either JPG, PNG, JPEG, or PDF. If the problem continues, please get in touch with our support team.
In Sales Order tickets Not able to show Cancelled Status in AntMyERP?
After assessing the problem, it appears that the logged-in user is neither an administrator nor the user who created the ticket. Consequently, the “canceled” status is not visible when they are logged in.
How Do I Deactivate the To-Do List for Sales Orders in AntMyERP?
To deactivate the To-Do List (Checklists) for sales orders in AntMyERP, perform the following steps:
Access Sales Order Preferences: Log in to your AntMyERP account and navigate to the “Settings” section.
Navigate to Sales Settings: Within the “Settings” section, find and select “Sales” settings.
Modify To-Do List Preference: Inside the Sales settings, locate the option to “Enable To-Do (Checklists) Module Inside Sales Order Ticket.”
Disable the To-Do List: Uncheck or remove the tick from the checkbox to disable the To-Do List feature for sales orders.
Save Changes: After making the necessary adjustment, remember to save the changes to update the configuration.
How to add negative profitability in Proposal in AntMyERP?
While creating proposal add product and in profit amount tab add amount with minus sign i.e-2500 and then purchase amount and click on + negative profit will be added
How to Delete Duplicate Order in AntMyERP?
Go to Crm sales Pending Order Select Order number and click on delete button Item-wise, or elses add on Order setting enable Mass update for delete Order. Pending Order tab Check mark for mass update of order items.
How can process from sales order to invoice in AntMyERP?
Order to Execute is done and Outward challan is created for this SO, then User can create Invoice from Finance Module for this Sales order.Go to finance/Sales invoice/Click on top Chron.Slect sales before today ‘s date and generate inovice.The invoice will be generated in the pending tab.check and Accept Invoice will be generated with invoice number