Introduction – Understanding Customers
A customer, also called a client, buyer, or purchaser, is someone who buys things or gets services from a seller in exchange for money.
Adding a Customer
Adding a customer in AntMyERP is easy! You just need to put in their important info into one place. Here’s what you do.
You can add customer in two ways
- Creating Customer from the Creation Page
- Importing Customer
Creating Customer from the Creation Page
Navigate to the Left Menu > CRM Sales > Customers.
Click the + Icon button on the top right corner of the page.
Begin by uploading your company logo and entering the company name.
( Please note that this logo will appear in all your communications documents like Quotations, Contract, Sales Order, Delivery Note and Invoice)
Enter all mandatory fields along with all the details of your customer
After entering all the details, click Save.
Productivity Tool: You can add customer from the Quick Add directly
Note: Duplicate customer entries are not permitted within AntMyERP to maintain data integrity.
Importing Customer
Navigate to Left Menu > CRM Sales > Customer
You will lands in Customer Listing Page
On Top Right Menu navigate to Three Dot Icon > Import Customers.
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.
Now go to the Top Right Menu navigate to Three Dot Icon > Import Customers
Click on Upload Customer and select the file to be imported.
Click on Save.
All your customers are imported in your AntMyERP to transact.
Note: You can upload 500 customer at a time. Only CSV. file is supported
Exporting Customer
Navigate to Left Menu > Customer
You will lands in Customer Listing Page
Filter from the LIVE Search / Filter. Now you have filtered data which need to be exported
Now go to the Top Right Menu navigate to Three Dot Icon > Export Customers> Save
All your customers data will be exported as per the Search or Filter
All your customers are Exported from your AntMyERP to CSV. file
Note : Export can be done only by the users who have the permission from admin.
Manage Column: Create your own Customer Listing View
Navigate to Left Menu > Customer
You will lands in Customer Listing Page
Now go to the Top Right Menu navigate to Three Dot Icon > Manage Column
If you want to create your preferred column view and make it default , click on Own.
Check Mark which field you want to be visible when you open Customer Listing Page.
You can define the placement of the column with Drag and Drop.
Click on Save.
Your default Customer Listing Column View is now available whenever you will go to this page. You can Edit the same by following the same above process.
Note : If you are the administrator, you can define custom column view of this page and even the user can make the changes as per their requirements
Permission: This feature is user permission defined. If you have permission, you can use this or else ask the administrator of your office to activate the permission for you.
Settings and Preferences for Customer
Navigate to Left Menu > Customer.
You will lands in Customer Listing Page.
Now go to the Top Right Menu navigate to Three Dot Icon > Settings.
Select the Settings you want to Enable.
Click on Updates.
View Customer.
Navigate to Left Menu > CRM Sales > Customer
You will lands in Customer Listing Page
Locate the customer in the customer list.
Click on the View option from the Action dropdown menu or you can simply Right Click on the selected customer or you can Click on the selected customer to view.
If you want to make any changes, click on the Edit icon.
Editing Customers
Locate the customer in the Customer Listing Page
Click on the Edit option from the Action dropdown menu.
Make the necessary changes to the customer details.
Save the updated information.
Deleting Customers
Find the customer in the Customer Listing Page
Select the Delete option from the Action dropdown menu.
Confirm the deletion in the pop-up window.
Note: If a specific customer has completed any transactions, they cannot be deleted.
Creating Vendor from Customer
Navigate to the Left Menu > CRM Sales > Customers.
Locate the customer in the customer list.
Click on the Edit option from the Action dropdown menu. Or Right Click on the customer whom you want to clone as Vendor
Make the necessary changes to the customer details and click Save.
Productivity Tool: You can add customer from the Right Click directly from the Customer Listing Page
Note: Duplicate customer entries are not permitted within AntMyERP to maintain data integrity.
Field & Description:
This section provides a comprehensive overview of the various fields and their descriptions when adding or editing customer details within AntMyERP.
Field Name | Field Description |
| Logo Upload | Add your Logo by clicking on the “+” sign and upload from your device. Once you upload the logo, it will be visible on all your documents, like Quotations, Proforma, Contracts, Challans, Sales Invoices, etc.,. helping with your branding. |
| Company Name | Add the customer/ client name. (In case you want to add multiple customers, use our contact page.) |
| Display Name | Add your company name, which you want to view in your invoice |
| Type of Contact | The type of contact the person has. For example, contract, client reference, etc. |
| Business House | If your customer belongs to a big company house, add a business house here. For example, if Tanishq is your customer, TATA is the business house. Choose from the option or add by clicking on “+.” |
| Type of Company | Mention the customer’s company type here like Government, Individual, etc |
| Associate | Got the customer through an existing customer referral? Mention them here |
| Pincode | Add the customer company PIN code. If you are unable to add it from the existing list, click on the +. Add the country, state, district, Tehsils, and PIN. |
| Prefix | Add the suitable Prefix to the contact. |
| First Name | Write down First name of the point of contact. |
| Middle Name | If there is a middle name, add it here. |
| Last Name | Add the last name here. |
| Gender | Mention the gender here from the dropdown. |
| Designation | If you are aware of the designation of the customer, put it here. |
| Department | Add the department name, if you know. |
| Escalation Level | The escalation level depends on the designation of this person. The higher the designation, the higher the levels. For example- any CEO level person falls under the 4th Final & Highest Level. |
| Industry | Specify the Industry name here. If it is not available in the option, add it by clicking on the +> add industry > save and exit |
| Sub Industry | Add a Sub-Industry name here. If it is not available in the opinion, add it by clicking on the +> add industry > Add the name. |
| Is RCA Required? (Checkbox) | RCA stands for Remote Call Assistance. If the box is checked, before visiting the site, assistance will be provided via call. However, it depends on the customer’s preference. |
| Category | Choose the category[ mainly client in this case] |
| Latitude & Longitude | You can generate it through the PIN Code if you are using the Google Maps API. It will get auto-filled. |
| Manage By | This is for the person managing the customer. This person should be on the employment list and on the ERP. It can be more than one person. |
| Our Code | ERP already generates a code for you, but if the customer bills or raises an invoice following some specific codes, you can customize it according to your needs. |
| Currency | You can add currency depending on your customer and their mode of payment However, please remember that you cannot change it once you save it. |
| Internal Remark | You can add notes about the customer |
| Is ASP a Company? (Checkbox) | There are two ways you can serve a customer. Directly or for their customer as a third party. For example, let’s say LG is your company and you are helping their customers. So there, you check the box as ASP (Authorized Service Provider) |
| Reporting Tags | This is for filtering. Just like you use tags to organize your task,. You can add the reporting tags for due payment, geographical distribution, or any other way you want. |
| Save (Button) | When you click Save, your data is saved, and you remain on the same page. |
| Save & Exit (Button) | When you click on Save and Exit, you are redirected to the index page. |
| Cancel (Button) | When you click on cancel, you undo the previous data. |
Customer Contract Management
This section provides a comprehensive overview of the various Contract you have with this customer.
