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. 

 

Finance Reporting

Understanding Finance Reporting

Finance reports in any organization are essential for the finance management. The financial reporting analysis helps the finance teams to make informed decisions for the future. AntMyERP provides you with the detailed financial reporting analysis to help you with the same.

 

Permissions

Navigate to the left menu > Settings > Users & Roles.

Select the employee you want to give Finance Reports Permission to and scroll to the right.

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Enable all the permissions related to Finance reports like Manage Finance Report, Manage Stock Report, Manage Profitability Nutshell Report, etc.

Click on Save.

 

Viewing Finance Reports

To view the finance reports,

Navigate to the left menu > Finance > Reports.

The below described finance reports will be visible.

 

Closing Stock and Stock Report

Closing Stock report lists the inventory present in the organization. It can also be said that it lists the balance available after all the inward and outward transactions have taken place as far as inventory is concerned. It lists all the items whether with serial number or without it. It provides a proper bifurcation of the products. A user can view the report category wise. However, there’s a peculiar feature specialized for our clients, the inventory will list rented and MPS products under the inward transaction as the product still belongs to the organization. 

Just like the closing stock report, this report shows the available inventory of the organization after sales or other services. The difference between the stock report and the closing stock report is that the former lists the inventory product wise while the latter reflects the product bundle i.e. different products associated with the main product. It is essential for the organization to maintain both the reports in an accurate manner to avoid any descrepancies.

 

Ledger Account

Ledger Account is a journal which is maintained by the main accounts team. It lists all the transactions that take place in the organization including the debit and credit. It records all the payment from the client and helps in identifying outstanding balance, if any. It is a major plus for the accounts department as it shows the account history in great detail.

 

Bank and Cash Account

The Bank Account Report has all the details listed related to banks in which the organization has an account. This crucial report lists all the details of the banks, the accounts and the balance in those accounts.

The Cash Account Report is the same as a bank account just talking in terms of petty cash. It records all the cash transactions in the organization which again proves to be vital for the finance department.

 

Debtors and Creditors Report

This report lists all the details of the clients from whom the payment has to be taken. This report immensely helps the team to gauge the outstanding balance, if any, with any of its clients.

The Sundry Creditors report list the details of all the vendors to whom the payment is to be made. This again, helps in gauging the outstanding balance. Also, there is a feature of aging in the report where the user can view the aging of the transaction made and can prioritize the payment in case the payment was not made recently.

 

Expenses in Finance Reports

This report is a crucial one for the organization as far as long term financial planning is concerned. It records the expenses done on a varied spectrum whether it is for the organization or an individual employee. This report helps the organization decide if an expense incurred is worth the deal or better left skipped in future.

 

Fixed Assets

This report lists all the fixed assets of the organization in terms of valuation i.e. money. It generally deals with all the internal assets used within the organization and the cost incurred on those.

 

Profitability in Finance Reports

The profitability report reflects the profits made during the current financial year which the user can view through multiple parameters like Serial no., Product etc. Through this report it becomes easy for the management to assess where the profit is coming from and lay stress on the weaker areas.

 

Profitability Nutshell

In this report, the user can view the payment invoice details. He/ she can assess how much profit is generated along with the payment history. The user can view both i.e. Purchase Details which is for the vendors and the Payment Details which include the client payment details. As the name of this financial report suggests, it shows profitability in a nutshell.

 

MPS Analysis

This report is one of the reports specially designed for MPS business. It reveals the output of each product month wise. The average of the counts per month can be taken out by the management. The MPS Analysis report helps the management to pre plan as to how much toner is required for the organization on a monthly basis. Hence, minimizing the time spent on gauging the records manually.

 

Non HSN/ SAC Report

This report is highly beneficial as long as the billing for a client is concerned. This report clearly shows that all products do not have their HSN/ SAC number updated in the system. As per the government norms, an organization can only bill a client if the HSN/ SAC number is registered which eventually becomes the priority for the organization to update the same.

 

Rental Recovery Report

This report is appropriate for organizations dealing with rental businesses. Through this report, the user can gauge all the products and if they have attained the recovery for the organization i.e. their cost price. They can also track for how many days the product was rented and for how many days the product was unused and kept idle. Organizations sometimes keep a goal for recovery of their rental products. Through this report assessing that becomes a walk in the park.

 

Inventory Report

Understanding Inventory Report

Inventory Report is a consolidated report of all the products that have been best sold or purchased. AntMyERP helps you assess just that to get a clear picture of what is working out for you.

 

Permissions

Navigate to the left menu > Settings > Users & Roles.

Select the employee you want to give Inventory Report Permission to and scroll to the right.

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Enable the permissions Manage Consumption, Manage Product and Manage Inventory Report.

Click on Save.

 

Viewing Inventory Report

Navigate to the left menu > Inventory > Reports.

A list of following types of inventory reports will appear.

 

Location

This report shows the location of the opening stock/ PO Inward GRN.

 

Product Report

It shows the product details which includes all the active as well as inactive devices.

 

Inventory Movement

Inventory Movement, as the name suggests, helps to track the movement of inventories which are moving fast, slow or not moving at all. The pace has to be decided by the company. This is known as the stock movement bucket. For instance, 0-30 days can be categorized as fast moving inventory.

 

Alert Stock

An organization has a minimum stock value for a Specific Product. If the organization’s stock value goes under the minimum count, an alert is generated. This report shows just that.

 

Device Consumption

The consumption of all the devices month wise are listed here.

 

Spares Consumption

The consumption of all the spare parts month wise are listed here.

 

Care Pack Consumption

The care pack consumption of all the devices month wise is listed here.

 

Cartridge Consumption Report

The consumption of the toner month wise is visible here.

 

Asset Management Report

Understanding Asset Management Report

Asset Management Report is a report which helps an organization to assess all the available stocks. They can see the details of the fixed assets of the organization here. 

 

Permissions

Navigate to the left menu > Settings > Users & Roles.

Select the employee you want to give Assets Reports Permission to and scroll to the right.

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Enable the permission Manage Asset Report.

Click on Save.

 

Viewing Asset Report

Navigate to the left menu > Asset Management > Assets.

The details of the fixed assets like Date, PO no., Vendor Name, Category, Product, Location etc. will be displayed here.