Care Pack Management

by Mehek

|

2022-07-28

Understanding Care Pack 

The devices in the organization are named as assets. These are listed in the ERP and can be viewed and managed under the Asset Management Module.

The Care Pack is the extended warranty that the company offers to the customer on any product.

 

Permissions

Navigate to Settings > User Roles.

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

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Press Ctrl+F and enter the word Care. Enable all the permissions related to Care Pack.

Click on Save

Note: The Care Pack is the extended warranty that the company offers to the customer on any product.

After a care pack is given, it is connected to the main product. The product is either taken from 

Quotation or Opening Stock.

In opening stock, the care pack is added and the product connected. While in the quotation, the care pack quotation is sent to the customer, which, after approval, is connected to the main product.

 

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 Assets Management

Assets

by Mehek

|

2022-07-28

Understanding Asset Management

The devices in the organization are named as assets. These are listed in the ERP and can be viewed and managed under the Asset Management Module. There are four submodules in the Asset Management module. They are:

  1. Active Device
  2. Warranty
  3. Assets 
  4. Care Pack

 

Permissions

Navigate to Settings > User Roles.

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

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Press Ctrl+F and enter the word Asset. Enable all the permissions related to assets.

Click on Save.

 

Understanding Active device

These enlist the devices in the organization that are active. To reach there, follow the below given steps. 

Navigate to the left vertical bar> Asset Management> Active Device

This will take the user to the index page of the active device.

 

View the Contracted Products

Navigate to Customer Data:

Navigate to the Left Menu > CRM Sales > Customer.

Search for the desired customer by entering their name in the search field.

Click on the “Edit” button next to the customer’s name.

In the customer’s profile, navigate to the “Active Products” section to view the contracted products associated with the client.

Challan number: If it is an AMC, no challan is generated; otherwise, a challan is produced. 

Bill Effective date: The bill’s effective date is the date on which the challan is made. In the case of AMC, it is entered manually.

Counts: These are entered in the service ticket, which gets reflected in the Counter section.

 

Understanding Warranty

Whenever a quotation or a Sales Order is created, a warranty is entered. There are four options in the Warranty dropdown as well. Let’s take a look at them.

How to  Check warranty

Navigate to the Asset Management from the left vertical bar > Warranty> Check Warranty

Enter the serial number of the product.

Click on search. 

Note: Also, you can view Report Like

Warranty expires This Month

Warranty expires Next Month

Out of Warranty.

 

Understanding Assets 

There are three options under the Assets dropdown.

 

Fixed Assets Report

The data on fixed assets comes from the Sales Purchase Order (PO) or is added as an opening fixed assets. In case the option “Asset” is chosen from the Sale PO Type dropdown, the report for the same will be reflected under this report. 

All the data on fixed assets, either entered through opening fixed assets or the products purchased from the vendor, will be enlisted in this report.

There is an option for the products listed here to Convert to scrape. Follow the below steps for the same.

 

Convert to Scrape

  • Click on the checkbox at the start of the report for the desired product.
  • Prepare Sales contract with value for this product name if it is a live contract.
  • Click on the yellow downward arrow that appears. 
  • Select the option Convert to Scrape.
  • Enter the details and click Save.

 

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 Warranty Management

Warranty Management

by Mehek

|

2022-07-28

Step-by-Step Guide to Checking Warranty Period in Asset Management

 

To search for the warranty period associated with a serial number, follow these steps:

 

Login:

Log in to your ERP system with your credentials.

 

Navigate to Search:

Once logged in, go to “Assets Management” in the left menu, then click on “Warranty,” and select “Search Sr. No. Warranty” from the options.

 

Enter Serial Number:

Locate the search bar or filter option and enter the serial number of the product you want to check the warranty for.

 

Initiate Search:

Initiate the search or filter process to retrieve information related to the entered serial number.

 

View Warranty Details:

Once the search is complete, the ERP system should display relevant information about the product, including its Product Category, Product, Purchase From, Purchase Order No., Vendor Invoice No., Inward Challan No., Company, Location, Customer Warranty Date, and Vendor Warranty Date.

 

Verify Results:

Double-check the displayed warranty information to ensure it matches the product and serial number you are interested in.

 

Note:

If you encounter any issues or cannot find the warranty information for a specific serial number, please reach out to the appropriate department or contact our customer support for further assistance.

By specifying the exact steps and fields involved in the process, users will have a better understanding of how to perform the task successfully.

 

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 Active Device

Active Device

by Mehek

|

2022-07-28

To access and view Customer Device Data in the ERP system, follow these simple steps:

 

1. Login:

Start by logging in to your ERP system using your unique credentials.

 

2. Navigate to Customer Data:

• From the Left Menu, go to “CRM Sales” and select “Customer.”
• Search for the desired customer by entering their name in the search field.
• Click on the “Edit” button next to the customer’s name.
• In the customer’s profile, navigate to the “Active Products” section to view the contracted products associated with the client.

 

3. Alternative Method:

From the Left Menu, navigate to “Assets Management” and select “Active Device.”
In the “Active Device” section, you can search for the customer by name to find all the
contracted products related to that customer.

Search or Filter (if needed):

If the customer has multiple devices linked to their account, use the search or filter options to quickly locate a particular device or group of devices.

 

Loan and Repair Management

by Mehek

|

2022-07-28

Understanding Loan Management

In supply chain management for any organization, keeping a check on the number of devices under repair and in stock is of prime importance. AntMyERP has a feature for supply chain logistics. Which device is where, which device is picked up from the customer, which device has been given to the vendor for repair, standby or demo is tracked through the Loan/ Repair Register.

 

Permissions

Navigate to Settings > User Roles.

Select the employee you want to give loan repair Permission to and scroll to the right.

Select Edit option from the Action dropdown menu.

Enable the permissions Manage Repair Report, Manage Current Repair Stock Report and Manage Defective Return Repair Register.

Click on Save.

 

Using Loan Repair Register

Navigate to Left Menu > Service > Reports > Loan/ Repair Register.

All the devices that have been taken in or out are visible here.

Note: The terms In refers to in for repair, Out refers to standby, demo or repair. 

Click on the tab with the company’s name.

The current repair stock report will be shown with all the details. From this report the devices that need repair or the devices that have to be returned are shown.

 

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 Quality Check

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