Understanding Navigation Menu

There are multiple ways to Navigate in AntMyERP. Please refer to the screenshots given.

 

Top Menu

The top menu has the following icons/ buttons respectively.

Quick Add – You can add service tickets/tasks/Purchase Order /Proposal etc.

Favourite – You can Bookmark your Favourite page.

Meeting – Employees can create meetings

Ticket    –  Employees can check Task/Service ticket/ Open ticket etc.

Calendar – Employees can see the daily calendar with the Job assigned to them.  

Notifications – Employees can check notifications.

 

Bottom Menu

The Bottom menu has the following icons/ buttons respectively.

Global Search – Employees can search directly using keywords.

TimeSheet – Employees can directly access their timesheet here.

Document Management – Employees can upload and access the documents.

Reminder – Employees can check the updates on the service tickets.

What’s New – Employees can check the latest updates here.

Announcement – Employees can see the internal announcements here.

People – The record of all the employees as well as the contacts in ERP is available here.

Chat With Your Team – This space is created for the employees to chat internally.

Self Help Documents – The users can create a service ticket for their issue here.

Ask AntMyERP Team – The users can get in touch with the tech team from here.

 

Left Menu

The Left menu has the following Modules respectively.

Purchase – Use for Purchase Management

CRM Sales – Use for CRM Sales Management.

Service – Gives access to the Service module.

Human Resource – Gives access to the Human Resource module.

Operation – Gives access to the Operation module.

Asset Management – Gives access to the Asset Management module.

Inventory – Gives access to the Inventory module.

Finance – Gives access to the Finance module.

Settings – Gives access to the Settings module.

 

Finance

Finance module has the following sub-modules respectively.

Dashboard – Dashboard has everything related to finance in one place.

Master – The masters show different types of ledgers in one place.

Purchase – Purchase sub-module records all the purchased material and also any material returned after purchased.

Sales – The Sales sub-module records all the sold material and also any material returned after sale by the clients.

Payment – This sub-module is to make and record payments to clients. 

Receipt – This sub-module keeps the record of all the payments that have been received and pending payments to be received.

Contra – Contra Entry means transactions that take place when cash is deposited or withdrawn from cash or bank to cash or bank. 

Journal – A Journal entry is a record of every transaction that takes place every day in the company. 

Invoice – An Invoice is a list of goods and services provided, with a statement of the amount to be paid for the same.

Expense Voucher – An expense voucher is created for a variety of expenses incurred by the employees for executing work for the company.

Report – The reports sub-module contains all the financial reports.

 

Setting

Back – This button takes you back to the main left menu modules. 

Organization Profile – This section contains the basic information of the organisation and individual employees.

Setting 

• Security – Through this section, you can change your account’s security preferences.
• Business – This section has all the settings related to MPS or ASP Business

Modules

• Purchase – Through this, you can give permissions for the Purchase module.
• Service – Through this, you can give permissions for the Service module.
• Sales – Through this, you can give permissions for the Sales module.
• HR – Through this, you can give permissions for the HR module.
• Meeting – Through this, you can give permissions for the Meeting.
• Task – Through this, you can give permissions for the Task module.
• Finance – Through this, you can give permissions for the Finance module.
• Operation – Through this, you can give permissions for the Operation module.
• Excel Setting – Through this, you can give permissions for Large Excel Export.

Template – In this section, you can create, edit and manage all your emails, SMS, terms and conditions and annexure.

Import – Here, you can manage all your imports at a glance.

Master – Through this, you can manage all the masters of each module in one place.

User & Role – In this section, you can define and manage all the users in ERP like client, vendor and employee.

Portal – Here, you can manage your client and vendor portal as per your requirement.

Integration – Here, you can integrate your ERP system with third party applications with access tokens.

Reports – In this section you can view and work on user rights, permissions, chat, ratings, security, log reports and restrictions.