All tasks at One place

All tasks at One place 

This section allows you to view all of your tasks in one location.

To manage your tasks, go to the right hand corner of the page and click the filter icon. A popup window will appear.

Fill in your filter type and operator preferences from the dropdown menus.

You can apply multiple filters of your choice. 

Once the filter is created,

Click on Search data. 

There are three dots in the upper right corner of the page. If you click on them, you will see the following:

• Manage Column: Customize the columns in your task list to display the information that’s most relevant to you. This allows you to view your tasks in a way that suits your workflow.
• Export: Easily export your task list for reporting or sharing purposes. You can download your tasks in a format that works for you, such as Excel or PDF.
• Filter: Use the filter option to sort and find specific tasks quickly. This helps you focus on the tasks that matter most, whether they’re urgent, overdue, or assigned to a specific category.
• Help, FAQ, and Videos: If you need assistance, you can access the Help section, FAQs, and tutorial videos related to Task Management. These resources provide step-by-step guidance and answers to common questions, making it easier for you to navigate and use this module effectively.

 

Mass Update

In the Task Management section, choose the tasks or tickets you want to update by selecting them from the list.

Open Mass Update: Click on the Mass Update option. 

A form will appear with various fields that you can update.

Fill in Details: Enter the new information in the fields provided. 

This might include status updates, priority changes, or any other relevant details.

Apply Update: Once you’ve filled in the necessary information, click to apply the updates. 

All selected tasks will be updated simultaneously according to the changes you’ve made.

This feature works similarly to updating a single open service ticket but allows you to do it for multiple tasks at once, making it a great time-saver.

 

Google Drive Backup

Understanding Google Drive Backup

As a part of Google Workspace, Google Drive is a safe place to store all of your files and get to them from any device. You can easily let other people see, change, or comment on any of your files or folders. With Drive, you can: 

• Keep your files safe 
• and get to them from anywhere.

At AntMyERP, we help our customers have their own storage with ease.

 

Set Up Google Drive Backup 

 

Note:  Customers can use a backup solution once the purchase has been made. 

Navigate to the left menu > Settings  > Integration

Here, you can see the Google drive backup section.

Here, fill out the details, such as 

 

How many days of backup do you want to take? 

Here, the default setting is 7 days.

Client token

Client ID

Client Secret

 

Where do you want to secure the backup?

Steps to fill out these parameters:

Client Token

Click on Auto-refresh the token.

Go to drive.google.com

Click Home.

Click on the New folder, rename it, and create it.

Click on the folder.

Copy the details from the browser after the folder, and paste the file path into the JSON file.

 

Client ID and Client Secret

Log in to your Google account, whereas its drive wants to save Backup Data.

Go to the Browser and type Google Developer Console.

Click and Enable APIs and services:

Search for Google Drive API.

Enable the API by clicking on the Enable button.

Go back and navigate to the Credentials section.

 

Create credentials

Select Access blocked: has not completed the Google verification process client ID.

Choose a Web application.

Scroll down to Authorized Redirect URIs and add the following URL: https://developers.google.com/oauthplayground.

Click Create.

 

Download the JSON file in notepad format

Go to the OAuth consent screen

Create an app registration name and add your email address.

Add the authorized domain (e.g., antmyerp.com).

Add development contact information (use the same email address as above).

Click Save and continue.

Click on the Scope section.

Click Save and continue.

Click on the Test Users section.

Click Save and continue.

Return to the dashboard.

Open https://developers.google.com/oauthplayground in your browser.

In the settings on the right, open the downloaded JSON file in Notepad:

• Copy the client ID from the JSON file.
• Copy the client secret from the JSON file.

Add in Google Drive Setting Page – Client ID and Client Secret

 

For the last parameter, that is, where do you want to secure the backup?

 

In this section, you will need to paste the link to the Google Drive folder where you want to store your files. 

After you have made the link, paste it into this section.

Now, after you have filled out all the sections, you will see two options. 

 

Back up uploaded files: These are the jpeg, png, pdf, and other file types that are uploaded to the system. 

Backup Data: This refers to the number of customers, vendors, and employees that were uploaded through Excel. This section covers all data that can be exported. 

For customers who worked before this feature came out, all of their data up to this point will be backed up for the first time. 

Go to the Google Drive backup settings and fill in the required fields.

Click Save.

 

Steps to Check Storage

Navigate to the left menu > Settings  > Reports

Under the reports section, click on the Storage Management icon. 

Here, you can check your Allocated, used, and Available storage.

 

User Dashboard

Understanding User Dashboard 

A dashboard is a place where you can see many types of visual data all at once. A dashboard overview typically displays vast data in a single view, allowing users to respond to a single question.

 

User Level Dashboard

You will be taken straight to your dashboard after logging into your account.

Here, 

Users can check their number of open tasks, closed tasks and solved tasks. 

Likewise, users can also view their total number of 

• Approval pending
• Approval rejected

 

Note: Users can click on the approval pending icon to access the page where they can approve or reject a proposal, Expense Voucher, Etc.

 

• Today’s Follow up: Here, users can check the list they have to follow up for a particular day. 
• Leads: Here, users can check their number of open, follow up, won, disqualified, lost, and future leads. 
• Quotation: Here, users can check the number of quotations present in open, accepted, booked, rejected, and expired. 
• Sales order: Here, users can check the total number of open, due date, expired, and completed sales orders. 
• Contract: Here, users can check the upcoming renewal and renewal expired. 
• Service Ticket: Here, users can check the number of calls for all categories present.
• Purchase order: Here, users can check the number of open, accepted, completed, rejected, and expired purchase orders.
• Others – Meetings, Internal tasks, etc.

 

There is a drop down in the upper right corner, below the user’s name. Users can select the number of days from when they want to view their data. This Data will display overall for Since Last Day, Since Last 7 days , or go on.

 

WhatsApp

Understanding WhatsApp Integration

Businesses can use WhatsApp’s API to add messaging features to their own business software and systems. With this API, businesses can send mass automated messages and notifications and help a lot of customers.

 

Setting Up WhatsApp Template

WhatsApp templates in AntMyERP are predefined message formats similar to email templates. These templates are used to send automated WhatsApp messages based on certain transactions or actions performed within the system. When a specific event occurs, the system automatically sends a WhatsApp message to the notified user’s mobile number as recorded in AntMyERP.

Navigate to the left menu > Settings > Templates.

All the WhatsApp templates will be visible here.

Click on the WhatsApp Settings tab. 

Enter all the details and click on Update.

 

Setting Up WhatsApp

Navigate to the left menu > Settings > Templates > Whatsapp setting

Here, Set up 

• WhatsApp Account ID: Here, put the ID of the customer you have taken. 

• Channel ID: Gallabox will provide the channel ID. 

• Key: Gallabox will provide the key.

• Secret: Gallabox will provide this. 

• Registered phone number: This is where you register the phone number that you registered in gallabox. 

 

Note: Inform your development team to add this data to the database to complete the WhatsApp setup process.

By following these steps, you can successfully integrate and use the WhatsApp feature within AntMyERP.

 

Once all these parameters are filled in, 

Click on Update.

 

Getting Started Overview

Welcome to AntMyERP

AntMyERP is a cloud-based solution designed for service providers. Created and managed by professionals from the sales and service industries, it covers all your specific needs, including field service management, contract management, rental management, managed print services, and asset management. Whatever you need, we’ve got you covered!

 

Accessing AntMyERP

You can start with the free demo for 15 days for a trial run before you invest in us. The free version of AntMyERP contains all the features of a live premium plan. If you are a registered user, then you can directly log into our ERP.

 

Importing your Customer, Vendor, Product and Stock

Crucial imports to start your AntMyERP Applications are

Team

Product

Customer

Vendor

You can easily import them into our system with our sample download functionality.

With AntMyERP you can perform the following transactions.

 

Purchase Transaction

You can create different purchase transactions for your vendors, like

Vendor Management

Purchase Order Management

Purchase Requisition

 

Sales Transaction

You can create different sales transactions for your customers, like:

Lead Management

Tender Management

Feasibility

 

Service Transaction

You can manage service transactions related to the field engineers. Some of them are:

Service Ticket Management

Mobile Apps

Return Merchandise Authorization (RMA)

 

HR Transaction

Your HR team can collaborate and take care of the well-being of your employees through some HR transactions like:

Leave Management 

Payroll Management

Overtime Management

 

Supply Management

You can manage all the logistic-related things with some of the following features:

Logistics Vendor

Outward Delivery Notes

Good Receipt Note (GRN)

 

Assets Management

Manage all your company assets with some of the following features:

Active Device

Warranty Management

Care Pack  Management

 

Inventory Management

Manage all the spare parts along with the bigger devices. You can use some of the following features:

Product Bundling

Stock Adjustment

Stock Transfer

 

Finance Management

Manage your finances with the following features:

Purchase Management 

Payment Management

Receipt Management

 

Task Management

You can now manage the tasks using some of the following features:

General Task Management

RMA Tickets

Service Ticket Management

Apart from these modules, we have the following utilities which make the life of the user easy

 

Approval Management

Some transactions, like expenses, quotations, sales orders, and purchase orders, need one or more levels of approval. You can decide which users need approval permissions and proceed accordingly.

 

Timesheet

The timesheet is synced to service tickets, meetings, log time and other internal activities or service transactions.

Learn More.

 

Document Management

The Document feature in AntMyERP can be considered as a personal drive space for all your documents. You can upload and share documents with this feature. Learn More. 

 

Portal for all stakeholders

We provide portals/ access to the users depending on their needs. They are:

Employee Portal- Your employees can access their details through this portal.

Customer Portal- You can enter customer details and other sales transactions through this portal.

Vendor Portal- You can enter your vendor details and purchase transactions through this portal.

 

Integrations

AntMyERP is already integrated with many third-party applications like

Google Map

Autodesk

E-invoice

WordPress

India Mart

TradeIndia

Learn More about Integrations

 

Reports

All modules come with many in-depth reports. In case you wish to know in detail about a specific report, please get in touch with our support team.

Learn more about the different types of reports.

 

Dashboard

The dashboard provides you a bird’s eye view of all that a management will ever need.

Learn more about Dashboard.

 

Customization

Our system is designed so that our developers can easily customize it to meet your needs. If you need any ERP customizations, please contact our support team.

 

Contact Us

Email [email protected]   Mobile  +919223163711

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