Sales

Understanding Sales Business

A sales business deals with selling devices and equipment. All the processes involved in sales like generating leads, disqualifying leads, giving proposals and finally converting proposals to contracts, can be made easy with the help of AntMyERP. Even after sales activities like managing warranty and service requests can be taken care of with the help of AntMyERP.

 

Settings

Navigate to Settings > Sales.

Under the Sales Preferences tab, check the box Competition Analysis.

Click on Update.

 

Lead Generation

As per the requirement of the customer, either a lead is generated or a quotation is directly given to the customer.

If the sales team goes through lead, they will create it by following the below steps.

Navigate to the left menu> CRM Sales> Lead.

Fill in the mandatory fields and click on Save.

After a lead is created, it is followed up and the status of the lead is updated. The lead follow up is done as follows:

 

Lost Lead

A lead is called “Lost”  when the lead’s order is lost to a competitor or is not given to the company for any other reason. Below is the path to record a lost lead.

Navigate to the left menu> CRM Sales > Leads.

Right click on the particular lead > Click Lost.

Select Reason of Lost from dropdown as applicable.

Select Sub-Reason from dropdown as applicable.

If Reason of Lost is selected as Competitor, then enter the Competitor name.

The competitor should come from the client list in the dropdown.

Enter remarks against the loss.

Click Save.

 

Note: The Reasons can be customized in Masters.

 

Future Leads

A Future Lead is called as such when the Lead gives a timeline in the near future as to when he might give the order. For example, the Lead will ask to be called back in two months, six months etc.

 

The steps to record Future Leads are as given below:

Navigate to the left menu> CRM Sales > Leads.

Right click on the particular lead > Click Future.

Select the Future Reason of call from the dropdown as applicable.

Write Remarks if any.

Select the Future date when the Lead has requested a call back.

Click Save.

 

Note: The Reasons can be customized in Masters.

 

Disqualified Leads 

If a lead is uncertain to be turned into an order; or if a customer is not responding for any reason, it is categorized as a Disqualified Lead. 

 

The steps to disqualify a lead are as follows:

Navigate to the left menu> CRM Sales > Leads.

Right click on the particular lead > Click Disqualified.

Select the Disqualified Reason of call from the dropdown as applicable.

Click Save.

 

Note: The Reasons can be customized in Masters.

 

Qualified Leads 

A Qualified Lead is called one when the Lead has expressed interest and has asked for the pricing/ further details. 

 

The steps to qualify a lead are as follows:

Navigate to the left menu> CRM Sales > Leads.

Right click on the particular lead > Click Qualified. In case the customer is there in the database, it will show in the dropdown. If it is a new one, you will need to add it.

Fill up details in the fields provided.

In the dropdown for the Lead Type, select the option for which the Lead is showing interest.

Enter an existing client as a Referral from the dropdown if applicable.

Select the option from the Lead Funnel to indicate how probable the Lead is.

Select if the Commission is applicable.

Click Save.

 

Quotation Management 

Once the lead is qualified, quotation management comes into picture where the customers can be quoted. To proceed, follow the below given steps:

Navigate to the left menu> CRM Sales> Lead.

Right click on the desired lead and select quotation number. Then select the type of business in the lead form. This will open the desired Quotation Form.

Fill in the details in the mandatory fields.

Click on Save.

Note: The Process of quotation to sales order confirmation: after the quotation is created, Book the Quotation> Accept the Quotation> Convert to Contract> Book the Sales Order.

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.

Once the Pending orders are approved, procured and serial number entered, it will automatically become challan.

After the device is delivered, an installation ticket is generated.

 

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.

 

Status of the Device

To check where the device is currently,

Navigate to the left menu> Asset > Active Device.

All the devices that are in contract, whether it is yours or customer’s will be shown here. The Current Location is seen by clicking on the serial number.

This opens the Device Details.

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

 

Renew Contract Report

Once the contract expires, the system will remind for a contract renewal 60 days in advance.

Navigate to the left menu> CRM Sales> Reports> Renew Contract.

The details of the contracts being expired is shown under the To Renew column.

This is how a sales business can be managed through AntMyERP. There is sales quotation, lead management, proposal management, contract management, renewal management and sales support management.

 

Google Map

Understanding Google Map Integration 

Google Map is an integration in AntMyERP that enables you to easily track field service engineers and manage their live locations, including their attendance details.

 

Permissions

Navigate to Settings > User Roles.

Select the employee you want to give Google Map Permission to and scroll to the right.

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Enable the Manage Service Engineer Location permission.

Click on Save.

 

Adding Google Key

Navigate to the Left Menu > Settings > Integrations.

Click on the Google Map tab.

Enter the key received from Google or any other proposal.

Enter the key received from Google.

Click on Update.

 

Viewing On-Call Engineers

Navigate to the Left Menu > Service > Reports> Service Engineer Location.

The nearest engineer can be seen under the Service Engineer’s Location tab.

In case you wish to search for any particular engineer, you can do so by clicking on the Service Engineer’s Location History tab and entering the desired details and clicking on Search button.

 

Master Export

Help Document on Master Export

 

How to download daily task in AntMyERP?

 

Access Open Tickets Analysis: Log in to your AntMyERP account. Header 4th Icon Ticket. Navigate to the “Open Tickets Analysis” section.

Search by Task: In the search options, select “Task” as the search type. This will filter the results to show task-related data.

Set Period and Search: Choose the desired period or date range for which you want to download daily task data. Click the “Search” button to retrieve the relevant task-related information.

Export Data to Excel: Once the search results are displayed, look for an option to export the data. Typically, there should be an “Export” or “Download” button that allows you to save the data in Excel format.

 

I want download customer and Vendor data in Excel from AntMyERP?

 

Here’s what you can do:

Compose an Email: Use your official email address to compose an email to the AntMyERP support or management team.

Request Feature Activation: In the email, explain that you would like to request the activation of the download feature for customer and vendor data for your user ID.

Provide Context: Briefly mention the importance of having access to this data and how it would benefit your work or reporting processes.

Send the Email: Send the email to the appropriate contact or support address provided by AntMyERP.

Follow Up: If needed, follow up on your request or inquire about the status of the feature activation. Once the feature is enabled on your user ID as per your request, you should be able to access and download customer and vendor data in Excel format from AntMyERP.

Master Sample Import

Understanding Master Sample Import

Master Sample Import is an option from which a bulk upload can be performed by the user.

 

Navigating Master Sample Import

There are two ways in which bulk import can be performed.

 

Ctrl+Space

On the keyboard, press Ctrl+Space simultaneously.

In the window that appears, type Import. 

Select the dropdown option Overall Import File.

All the files that can be uploaded through masters will be visible.

 

Settings

Navigate to the left menu> Settings> Import.

All the files that can be imported will show up.

 

Performing Bulk Upload

After the user reaches to the Imports Overall Page by either of the two ways mentioned above,

Select the desired option which you want to import.

This will open a pop up window. Click on Click here.

The excel file will be downloaded on your computer.

Open the excel file and enter all the details.

Once done, Save the file. 

Click on the upward arrow to upload the file.

 

Documents Overview

Document Management Application.

 

How can I provide Document Management permissions to employees in AntMyERP?

1. Access the left menu by clicking on the “Settings” option.

To enable the user to use Document Management, enable the permissions related by following the below given steps

Navigate to the left menu> Settings> User and Roles.

Select the employee you want to give permissions.

Scroll to the right of the employee’s name and select Edit from the Action dropdown list.

Go to the Permissions tab and enable Manage Document and Manage Document Management options.

Click on Save.

 

2. How do I search for Users and Roles in AntMyERP?

Within the left menu, navigate to the “Settings” section.
In the left menu of the “Settings” section, you’ll find a search bar. Use this to search for “Users and Roles.”

 

3. How do I find a specific user or role for a permissions assignment?

In the “Users and Roles” section, use the search bar to find a user by their name or email ID.

 

4. How do I grant Document Management permissions to a specific user?

Once you’ve found the user you want to grant permissions to, click on the “Action” button associated with that user’s entry.
Select the “Edit” option from the actions menu.

 

5. How can I configure Document Management permissions for the selected user?

Within the user’s editing interface, navigate to the “Permission” tab.

 

6. How do I allow “Manage Document Management” permission for the user?

In the “Permission” tab, locate the “Manage Document Management” permission.
Toggle the permission to “Allow” for the selected user.

 

7. What does granting “Manage Document Management” permission enabled for the user?

Granting this permission will enable the user to access the Document Management features.
The user will be able to view the Document Management icon in the footer of their portal and access the same.

 

8. How can the user access the Document Management features after permission is granted?

Once the “Manage Document Management” permission is granted, the user can log in to their portal.
They will now see the Document Management icon in the footer of the portal.

 

9. How can I make sure the permissions are applied correctly?

After granting the necessary permission, ask the user to log in and check if they can see the Document Management icon.
If the icon is visible, the permissions have been successfully applied.

 

Alternate Method

 

10. How can I quickly access the User Management section?

Instead of navigating through the left menu, you can use the shortcut “Ctrl + Space” to directly access the User Management section.

 

 

How to Rename or Delete a Document in AntMyERP?

In the portal footer, you will find various icons, including the “Document Management” icon, which is the third icon from the left. Click on this icon to access the document management section. Here, you will be able to view all the documents that have been uploaded.

Viewing Documents in Document Management

Navigate to the bottom menu> Document Management.

The index view appears which shows all the documents that have been uploaded. The user will view three tabs, which are:

Uploaded by Me – All the documents uploaded by the user will be visible under this tab.

Shared With Me – This tab contains all the documents that have been shared with the user.

Deleted – All the deleted documents will be shown under this tab.

Note: The deleted files cannot be restored.

 

Uploading Documents in Document Management

Navigate to the bottom menu> Document Management.

The index view appears which shows all the documents that have been uploaded.

Click on the plus button in the top bar.

Click on the upward arrow and select the document that has to be uploaded. Enter all the information related to it like doc name, associate, tags etc. in the fields provided.

The user can add multiple documents, by clicking on the Upload New button.

Once done, click on Save.

Note: Under tags the user can add the name of the company with whom the doc is associated with. 

The user can add multiple names with whom they want to share the doc with.

The user can edit/ delete (under Action dropdown) the items present only under Uploaded by Me.

 

Editing Documents

Find the document you wish to edit from the list of uploaded documents.

Click on the “Edit” of Action button next to the document’s details.

A form will appear, allowing you to update the document’s title, tags, notes, associates, and sharing settings.

Make the necessary changes to the document’s details.

Click “Save” to update the document with the new information.

 

Deleting Documents

Find the document you want to delete from the list of uploaded documents.

Click on the “Delete” Action button next to the document’s details.

A confirmation prompt will appear, asking you to confirm the deletion.

Click “OK” on the sweet alert confirmation to proceed with the deletion.

The document will be moved to the “Deleted” tab, where you can view deleted documents if needed.

Please note that once a document is deleted, it will be moved to the “Deleted” tab, and you can access it from there.

Exercise caution while deleting documents, as deleted documents may not be recoverable.