Customer Branch

Understanding Customer Branch

A branch office is like a second shop or office for a company in a different place. It helps the company serve customers in that area.

 

Adding a Customer Branch

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

You can add customer branch in two ways

• Creating Customer Branch from the Creation Page
• Importing Customer Branch

 

Creating Customer Branch from the Creation Page

Navigate to Left Menu > CRM Sales > Customer 

You will lands in Customer Listing Page

Locate the customer in the customer list and click on the Edit option from the Action dropdown menu. Alternately you can Right Click on the customer whose Branch you want to add by clicking Edit.

Go to Branch of that customer

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

Enter all mandatory fields along with all the details of your customer

After entering all the details, click Save.

Note: Duplicate customer branch entries are not permitted within AntMyERP to maintain data integrity.

You can also create the hierarchy of your customers branches, whereby you can view all customer branches in Organisation Hierarchy View.

 

Importing Customer Branches

Navigate to Left Menu > CRM Sales > Customer 

You will lands in Customer Listing Page

Locate the customer in the customer list and click on the Edit option from the Action dropdown menu. Alternately you can Right Click on the customer whose Branch you want to Import by clicking Edit.

Go to Branch of that customer

On Top Right Menu navigate to Three Dot Icon > Import Customer 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.

Now go to the Top Right Menu navigate to Three Dot Icon > Import Customer Branch

Click on Upload Customer Branch 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 Branches

Navigate to Left Menu > CRM Sales > Customer 

You will lands in Customer Listing Page

Locate the customer in the customer list and click on the Edit option from the Action dropdown menu. Alternately you can Right Click on the customer whose Branch you want to Export by clicking Edit.

Go to Branch of that customer

Filter from the LIVE Search / Filter. Now you have filtered data which need to be exported 

Now go to the Top Right Menu > Three Dot Icon > Export Customer Branch > Save

All your customer Branch 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.

 

Editing Customer Branch

Navigate to Left Menu > Customer > Customer Listing Page > Select Customer > Branch

Locate the Branch in the customer branch list.

Click on the Edit option from the Action dropdown menu.

Make the necessary changes to the customer details.

Save the updated information.

 

Deleting Customer Branch

Navigate to Left Menu > Customer > Customer Listing Page > Select Customer > Branch

Locate the Branch in the customer branch list.

Select the Delete option from the Action dropdown menu.

Confirm the deletion in the pop-up window.

Note: If a specific customer branch has completed any transactions, they cannot be deleted.

 

Managing Customers Branch: Active and Inactive

If you need to stop doing business with any of the customer branch for any reason, like if they haven’t paid their bills, you can easily make them Inactive. Just go to their profile, change the status to ‘Inactive,’ and Save the changes.

Once a customer branch is Inactive, nobody in your company can create any new transactions like sales orders, deliveries, service calls, or invoices for them.

If you need to start working with the customer branch again, simply go through the same process and mark them as ‘Active.’ Then you can start transacting with them as usual.

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

 

Customer Contract

Understanding Customer Contract

A customer contract is a legal agreement between a business (seller )and a customer outlining terms like goods or services provided, payment terms, responsibilities, and dispute resolution. It’s a written record to prevent misunderstandings and protect both parties legally.

 

Permissions for Creating a New Customer Contract

To Create, Copy, or edit the Customer Contract, you must have super admin privileges or the necessary permissions.

To initiate the Permissions, 

Navigate to left menu > Settings > Users and Roles

Search user or group to whom you want to give the permission.

Click on the Action icon against the user or group and select Edit.

Go to permissions and allow permission for :

Manage Proposal List

Create Proposal      

Edit Proposal

View Proposal

View Self created Proposal

Manage contract

Manage Self created Contract

Click on Save.

 

Customer Contract Convert to Contract From Quotation

Customer  contract is created after the Quotation is accepted by the customer.

Navigate to Left Menu > Sales > Quotation.

You will land on the Quotation Listing page.

Locate the Customer Quotation number in the Quotation list on Pending Tab.

Click on the Book  button on the Right.

This Quotation will now Auto direct to the Accepted tab of Quotation.

In the Accepted  Tab, locate the Customer Quotation number.

Click on the Convert to contract option from the Action dropdown menu. Alternatively, you can Right Click on the Quotation that you want to Convert to contract and select the option.

Enter the Credit days.

Contract period start and end dates.

Enter any other fields wherever necessary, and click Save.

Quotation will be converted into contract and will reflect in contracted tab of Quotation.

 

View Customer Contract

Navigate to Left Menu > Sales > Quotation.

You will land on the Quotation Listing page.

Click on the Contracted Tab 

Locate the Customer Contract number in the Quotation List and click on the same to view the contract.

 

Updating Customer Contract

Navigate to Left Menu > Sales > Quotation.

You will land in the Quotation Listing page.

Click on Contracted Tab

Locate the Customer Contract number in the Quotation and click on the Edit option from the Action dropdown menu. Alternatively, you can Right Click on the Customer Contract that you want to Edit and  select update Contract.  

Make the necessary changes to the Quotation details.

Save the updated information.

 

Deleting Customer Contract

You cannot delete the Contracted Customer Contract.

 

Total Service Management

Understanding Total Service Management

A Total Service Management Report is a comprehensive document that provides an overview and analysis of all service tickets generated in AntMyERP. It typically includes information such as the number of tickets opened, closed, pending, average resolution times, ticket categories, SLA and other relevant metrics. This report helps organizations assess their service performance, identify areas for improvement and make data-driven decisions to enhance customer support processes.

 

Permission for Adding Total Service Management

For adding a Total Service Management you must have super admin privileges or the necessary permissions.

To initiate the Permissions,

Navigate to the left menu > Settings.

Click on Users and Roles.

Search the user or group to whom you want to give  permission.

Click on the Action icon against the user or group and select Edit.

Go to permissions and allow permission for: 

Manage Ticket List

Manage all tickets

View ticket 

Open Service Ticket Analysis Report

Click on Save and exit.

 

View And Export Total Service Management

Navigate to the Left Menu > Service > Open Service.

You will land on the Open Service Listing page.

Go to Total Service.

Click on the Search Icon. You will find the different search parameters.

Fill your required Fields and click on the Search button.

The data will appear.

You can Export the data in Excel by clicking on the Export icon on the top right corner.

 

Ctrl+Space

Understanding Ctrl+Space

 

Ctrl+Space is a user-friendly feature in AntMyERP. It’s an advanced user-friendly search.

This feature helps the user to find any information that is fed by just clicking Ctrl+Space simultaneously on the keyboard.

Steps to use Ctrl+Space

Once you are in the ERP, just press Ctrl+Space simultaneously on the keyboard.

A pop up window will appear. Enter the keyword you are looking for. For example: in case you type “Stock”, all the words related to stock will appear that you can choose from.

Once you select it you will land on that page.

Note: The user needs no permission for the using Ctrl+Space feature.

 

Enterprise Paper License

Understanding Enterprise Paper License

Enterprises usually have a lot of workers in different departments. As SaaS software becomes more common, each person in a business may have different software needs.

A business with an enterprise software paper license can choose the type of license that works best for them from a software vendor and use it in a way that suits their needs. This is important because it opens doors for businesses to increase operational efficiency, obtain valuable insights, and increase revenue options.

 

Settings       

Navigate to the Left Menu > Settings

Under Settings icon, Look for the Enterprise paper license and select.

Click on Update. 

 

Connect a Product to a License 

Note :If a new product is created or an existing product, it can be edited and connected with the paper License.

Click on the search icon and search for Products. It will lead you to the product list. 

Click on the Plus sign on the top right corner of the page. 

Select the Brand, Category and Unit. 

Note: Enterprise Paper License is applicable for only Category of Serial number Products.

Fill in all the mandatory fields. 

At the end, it will ask if the Enterprise Paper License is there. Select YES. 

Click Save. 

Note: The effect of the product can be seen in the Proposal and Purchase Order for an enterprise license product.

 

Give a Proposal 

Navigate to the Left Menu > CRM Sales > Quotations

Click on the Plus sign on the top right corner of the page and go to Sales. 

Fill in the Customer details.

Select the Product Software, Quantity and License Quantity. 

Note: License Quantity field is frozen for 1 quantity, as per User you can add quantity.

Enter the Price and Total Price. 

Click Save. 

In this manner, the software business can be managed. In the future, if a service call is logged, there will only be one device with one serial number that can be managed and serviced.

Note: The same facility can be seen in the Purchase Order.