FAQ on Customer
How can I selectively import accounts, customers, or vendors into AntMyERP?
Log in to AntMyERP.
Navigate to CRM Sales Customers (for customers) or Purchases >Vendors (for vendors).
Click the three dots at the top and then click the upload icon.
Select “Click here” to access the Excel file. Fill in the necessary details.
Once the file is ready, again click the three dots at the top and then click the upload icon.
Click on the arrow icon to upload the prepared file.
The data will be uploaded. If there are any problems, errors, or corrections needed in the file, the system will provide updates.
Make the necessary corrections and upload the file again.
Can I create customers or vendors with the same name in AntMyERP?
No, it is not possible to have duplicate names across both customers and vendors in AntMyERP. The system does not allow the creation of customers or vendors with identical names to maintain accurate and organized records. Each customer and vendor must have a unique name to avoid confusion and ensure proper management of data.
How can I access all the branch details of my customer in AntMyERP?
Log in to AntMyERP.
Navigate to CRM Sales and click on “Customers.”
Search for the specific customer.
Click on the “Edit” action.
Proceed to the “Branches” section, where you can view all the customer’s branches.
To make any changes, click on the action icon next to the branch and select “Edit.”
Make the necessary changes and save.
To add a new branch:
a. Click on the “+” icon.
b. Fill in the details such as branch name, branch code, address, work email id, contact number, contact person, and escalation matrix.
Then, save the changes. You can add multiple branches for the same Customer.
Why is it mandatory to select a display name for customers and vendors in AntMyERP?
The display name assists in identifying the customer or vendor. In situations where there are multiple customers or vendors sharing the same name, you can modify the display name to differentiate them based on their company.
How can I add old outstanding details of a customer/vendor that are not in AntMyERP?
Log in to AntMyERP.
Navigate to CRM Sales and click on “Customers” (for customers) or go to Purchase and click on “Vendors” (for vendors).
Select the specific customer or vendor for whom you want to add the outstanding details.
Click on the “Action” button, then choose “Edit.”
Within the edit screen, go to the “Account” section and select the appropriate branch. Click on “Add Invoice.”
Fill in the invoice details, including the invoice number, invoice date, invoice due date, and amount. You can also upload a scan copy of the invoice.
To add multiple invoice details, click on the “+” icon. After entering all the necessary entries, click “Save.”
The outstanding details will be added and will be reflected in the account ledger of the respective vendor or customer.
This process allows you to include old outstanding details for customers or vendors that were not originally present in AntMyERP.
How can I merge customers or vendors in AntMyERP?
In AntMyERP, it’s important to note that you cannot directly merge a customer and a vendor. They are separate entities in the system, each serving a distinct purpose.
Can I delete a customer or vendor in AntMyERP?
“Once a Customer or Vendor is created in AntMyERP, you cannot delete them. However, you can choose to block them if needed. Here’s how you can do it:
Navigate to CRM Sales and click on Customers (for customers) or go to Purchase and click on Vendors (for vendors).
Search for the specific customer or vendor that you want to manage.
Click on the Action and select ‘Edit’ against the customer or vendor.
In the editing interface, locate the ‘Status’ option and choose ‘Block’. Save your changes.
Once the customer or vendor is blocked, they will no longer be visible in your future transactions.
Please note that blocking a customer or vendor prevents them from being actively used but retains their records for reference purposes.”
RCA Option not coming after service ticket logged in AntMyERP?
“Log in to AntMyERP:
Go to the CRM Sales section.
Click on the “Customers” tab.
Search for the specific customer.
Click on the Action icon and choose “Edit”.
Enable the “RCA required” option.
Save the changes. By following these steps, the issue should be resolved.”
Can Reactive Past contact of Customer in AntMyERP?
“Log in to AntMyERP.
Go to CRM Sales and click on ‘Customers.’
Search for the customer.
Click on the Action button and choose ‘Edit.’
Navigate to the ‘Contacts’ section and locate the ‘Past contact’ area.
Once the past contact details appear, click on the Action icon and select ‘Active.’ The contact will now be displayed in the active contacts list.”
Why is customer name not showing while creating quotation POS invoice in AntMyERP ?
If the customer is not appearing when creating a Quotation, Invoice, or POS due to being blocked, you can unblock them by following these steps:
Log in to AntMyERP.
Navigate to the CRM Sales section.
Click on the “Customers” tab.
Search for the specific customer.
Click on the Action icon and choose “Edit”.
In the ‘Status’ section, select ‘Active’ from the dropdown menu.
Save the changes.
How do I remove a contact person from a customer’s contacts?
Log in to AntMyERP.
Go to CRM Sales and click on “Customers”.
Search for the customer.
Click on the Action button and choose “Edit”.
Proceed to the “Contacts” section and search for the specific contact.
Once the contact details appear, click on the Action icon and select “Inactive”.
The contact will be removed and moved to the past contacts.
By following these steps, you’ll successfully remove the contact person from the customer’s contact list.
How to Delete customer branches in AntMyERP ?
Once a branch is created in AntMyERP, you are not able to remove or delete it However, you do have the option to change its status to “blocked.” This will effectively deactivate the branch and prevent any further transactions or activities associated with it. To perform this action, follow these steps-
Login to AntMyERP:
Navigate to CRM Sales and click on Customers.
Search for the specific customer that you want to manage.
Click on the Action and select ‘Edit’ for the customer.
Go to the ‘Branch’ section and search for the branch.
Click on the action icon and choose ‘Edit’.
Within the editing interface, go to the ‘Status’ and select ‘Block’ from the dropdown.
Once the branch is blocked, it will no longer be visible in your future transactions.”
How do I add Client Branch GST details in AntMyERP?
Log in to your AntMyERP account.
Go to the CRM Sales section and then click on “Customers.”
Search for the particular customer you want to edit.
Click on the “Edit” option for that customer.
Navigate to the “Branches” section to see a list of all the branches associated with the customer.
To make modifications, click on Action icon choose “Edit.”
Add the customer’s GST number in GSt no column for that branch and remember to save your changes.
Even after adding a 10-digit mobile number, Still the error coming “The company’s mobile number must be no in AntMyERP”
The mobile number field in AntMyERP accepts only numeric input. Please ensure that you have entered the mobile number in the correct format, which should consist of 10 digits without any spaces, dashes, or special characters. Make sure you are inputting only numerical digits for the mobile number, and refrain from entering any letters or other non-numeric characters.
What permissions are required to provide customer the access of his branches in AntMyERP ?
No need to provide any permissions for customer or customer branch portal login. Permissions are automatically set by default for their respective group in AntMyERP.
Why am I unable to use the same email ID for different branches or contact persons of the same company in AntMyERP? Please provide a solution.
Once an email ID is added in the AntMyERP, it cannot be reused. However, you have the option to add an email by incorporating “+number” after the name and before the “@” symbol. This approach allows for up to 100 variations. For example, you can use formats like “[email protected],[email protected]” to accommodate different addresses.
An ASP proposal has been created, but the option to add ASP client details is not appearing when logging a call in AntMyERP. What could be the issue?”
Login to AntMyERP:
Navigate to CRM Sales.
Click on “Customers”.
Search for the specific customer.
Click on the Action icon and select “Edit”.
Check the “Is ASP” option.
Save the changes.
Following these steps should resolve the problem.
