Resource

Understanding Resource

The Resource utility of AntMyERP is a feature that is used by the users to get an idea about the basic functionality of AntMyERP and also the updates happening.

 

Permissions

There is no permission required to use the Resource feature.

 

Viewing Resources

Navigate to the bottom menu> Self Help Documents icon.

It will take the user to the AntMyERP welcome page.

Here, on the top right hand corner, the user will be able to view:

Help – The help documents related to the functionality of the ERP.

FAQ – The general questions frequently asked about ERP and the related module.

Videos – The videos cover easy to understand videos of the ERP functionality.

What’s New – The What’s New section contains all the latest updates on AntMyERP including the upgrades and integrations.

Blog – This section contains all the informational blogs on our services.

Note: The main pages contain all the information in detail.

 

Support

Understanding Support

The Support utility of AntMyERP is a feature specifically given for our user’s benefits in case of any issues. 

Support Team will be providing the support to any users who are authorised to use our applications 

 

Permissions

There is no permission required to use the Support feature.

 

Logging a Support Ticket

Navigate to the bottom menu> Support icon aka Ask AntMyERP team.

A Support ticket window will pop up..

The user can enter the details about the issue they want to register. 

They can also take a screenshot of their screen directly from the support window.

Click on Submit.

This will create an automatic service ticket which will be assigned to one of the support team members. The user will get the details of the ticket over email.

The user will hear from our Support team soon after that.

Note: Few of the fields are pre-filled, you can change them accordingly, if required.

 

Notification

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Meeting

Understanding Meeting

With the meeting utility, a user can create a meeting for himself or for others (including the user) either internally or with the client.

In AntMyERP , Meeting works like task management, as it has different Stages.

 

Settings

Navigate to the left menu> Settings.

Click on Masters> Meeting. A Meeting Preferences window will pop up.

Select the number of days before which you want to get the meeting invitation over email under the Email Notification option.

Also, you can select the number of hours before which you want to get the meeting invitation over SMS under the SMS Notification option.

Click on Update.

 

Permissions

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

Select the employee name for whom you want to make the changes.

Click on Actions> Edit> Permissions.

Enable the following:

Manage Meeting Setting – To set the Email and SMS notification settings.

Create Meeting Ticket – To be able to create a meeting.

Show Only Self Created Meeting Ticket – To view only the meeting tickets that are created by the user.

Show Invited in Meeting Ticket – To view the meeting tickets that the user is a part of.

Click on Save.

 

Creating a Meeting

Navigate to the top menu> Meetings icon.

Click on the plus button.

Enter all the details in the mandatory fields. (In case it is an internal meeting, check the Internal Meeting checkbox).

Click on Save..

Provide a name to the group and select the members you want to add.

Click on the Create Group button.

 

Editing Meetings

Once you click on Meetings from the top menu, an indexed view of the meetings will appear.

You can easily customize the column names by using the Manage Column option.

To edit the meeting, click on the meeting number.

All the details will be listed.

Scroll down and you can see the below options:

Activity – All the activities performed by the concerned person will be shown under the Activity tab.

Comments – You can view all the comments related to the meeting here.

Add Comments  – You can add your own comments under this tab and save the changes.

Minutes of the Meeting ( MOM ) – Click on the plus button and there would be various options like Task, Enquiry, Service, Request Toner, Pickup Task and Sales Order. 

You can select either and associate service ticket(s) with the Meeting and Save the changes.

Expense Voucher – You can add an expense voucher with the Meeting ticket by clicking on the plus button and saving the changes. 

Note: The expense voucher ticket will automatically go to the finance team after the approval.

You can not close the meeting till the time all the MOM tasks are closed.

Documents – You can add the related documents by clicking on the plus button and saving the changes.

 

Admin Report

Understanding Admin reports

In the reports sub-modules of organizational setup, there are various reports which can be viewed by the user.

 

Generate Reports for Admin

Navigate to the Left menu > Settings

Look for the Reports icon, Click on that.

This section contains Admin reports. 

There are four reports shown here. Let’s look at them in detail.

 

Log Report

This report shows the various activities performed by any user in the ERP. This report essentially helps the management keep track of the activities performed by any of the employees in the organization. 

The user can enter the name of the desired employee and can see what work has been done by him/ her during the course of the day.

The various fields/ tabs under the log report are:

• User Name: The name of the employee.
• Ip Address: The ip address of the machine from which the employee is working.
• Actions: The actions related to the activities are selected from the dropdown options available.
• Description: Description of the task or the comments on the ticket made are visible under this section.
• Date-Time: Date and time of the action is recorded here.

 

Chat History

The Chat History report shows the chat done internally by the employees in the ERP. A super admin can view the chat histories of all the employees.

The fields/ tabs under this report are as follows:

• Sender: The name of the person sending the message.
• Receiver: The name of the person receiving the message.
• Message: The Message sent. 
• Date Time: The date and time of the message/ conversation.

 

Rating Report

This report has two tabs which shows the star rating/ performance rating of the employee on a particular ticket. The tabs are:

• Internal: Rating of the employee given by the internal team on the particular ticket. The report has fields including User Name, Ticket Number, Company Name, Branch Name, Rating, Reason and Date Time.
• External: Ratings given to the employee by the external users i.e. someone outside the organization falls under this tab. In other words, the customers give their rating to the employees from their portal. The field names are the same as the Internal Rating Report.

 

Autodesk Data Conflict

Our integration acts as a link, keeping your information up to date regardless of where it originates from. Our clients can use this API Integration to reduce errors, address data conflicts and increase overall data correctness. It is designed specifically to address data discrepancies between our ERP system and our client’s data.