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. 

 

Managed Print Services (MPS)

Help Guide on Managed Print Services

 

What is the purpose of the Counter Report in the Service Module of AntMyERP?

 

The Counter Report in the Service Module of AntMyERP is designed to display all machines that are part of your Managed Print Services (MPS) contracts. It provides information about the usage and performance of these machines, which are associated with different MPS contract types, such as Per Toner or Per Page.

 

Where to see the counter report in AntMyERP ?

 

Log in to AntMyERP:

Open your web browser and navigate to the AntMyERP login page. Enter your credentials to log in to your AntMyERP account.

 

Navigate to the Service Module:

Once you’re logged in, you’ll land on the AntMyERP dashboard or main interface. Look for a menu or navigation bar, often located on the left-hand side of the screen.

 

Access the Reports Section:

In the left menu or navigation bar, locate and click on the “Service” option. This should expand a submenu related to service-related functionalities.

 

Open the Counter Report:

Within the “Service” submenu, look for an option named “Reports”. Click on this option to access the reports section.

 

Select Counter Report:

Inside the reports section, find and click on the “Counter Report” option. This should open up the Counter Report interface.

 

Equipment Rental

Understanding Rental Business

A rental business rents out their equipment on rent. After renting the equipment, management of things like how many times the breakdown call came, which devices are available, which customer has it, how much profit/ loss was incurred, how many spare parts were there, etc. can be recorded in AntMyERP.

 

Quotation Management 

In this module, the customer is quoted in which the equipment has been given on rental. All the things related are captured. To proceed, follow the below given steps:

 

 Navigate to the left menu> CRM Sales> Quotation.

Click on the plus sign> Rental.

A rental quotation form will open. Fill in the details in the mandatory fields.

Click on Save.

After the confirmation from the customer, the Sales Order is executed/ booked. It can be seen under CRM Sales> Sales Order.

The orders that are left to be executed can be seen under Pending.

 

Service Support

After executing the order, service support needs to be provided. After logging the service call, how many calls are pending can be seen under Service> Open Service. 

To see how much spare parts are there in the device, click on Service> Request Spare.

For checking the Defective Returns, click on Service> Defective Returns.

 

Device Tracking

To check where the device is currently,

Navigate to the left menu> Asset > Active Device.

All the devices that are in the contract will be displayed with the customer name and branch. The Current Location will also be displayed.

In case you want to see the Device’s other details, click on the serial number. You can check device movement history, the number of service calls and spare parts consumed for this device. Also, you can track profit made by this device.

If a device is purchased from the vendor, then the warranty can be tracked from Asset > Warranty.

 

Invoice

The invoice can be generated by,

Navigate to the left menu> Finance> Invoice> Sales Invoice.

The bill captures the sales amount and the purchase.

Pending ones can be seen under Pending that have not been accepted. 

Note: In the Quotation, you can select the invoice parameters like billing type (after/ before), bill generation type (monthly, quarterly, daily) and Billing type (Single / Multiple Invoice)

 

Rental Recovery Report

To view how much amount has been recovered from a device, 

Navigate to the left menu> Finance> Reports> Rental Recovery Report.

The details are listed in this report.