Warranty 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.

 

Active Device

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

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.

 

Quality Check

Understanding Quality Check

After a vendor sends an order against a PO or any product of the company is taken back, an inward challan is created. For that device,  a quality check is performed. It ensures that all the devices are of top quality before it enters the inventory. Also, if there is a need to get it replaced, it happens immediately without any delay.

 

Permissions

Navigate to Settings > User Roles.

Select the employee you want to give supply chain management quality Permission to and scroll to the right.

Select Edit option from the Action dropdown menu.

Enable the permission Manage Quality Check.

Click on Save.

 

Settings

Navigate to the left menu > Settings > Operation.

Under the Outward Delivery Note tab, check the box Quality Check Feature.

Click on Update.

 

Using Quality Check Feature

Navigate to Left Menu > Operation > Reports.

Click on the Quality Check Register option.

All the details will be listed in the index page.

For checking the quality of a product, select the device and scroll to the right.

Click on Actions> Edit.

Enter the name of the assignee and also fill in the mandatory details.

Click on Save.

Note: The name of the person responsible for the quality check will be listed under the Assigned To column.

After the product is assigned, the assignee needs to perform quality check by,

Navigate to Left Menu > Operation > Reports.

Click on the Quality Check Register option.

All the details will be listed in the index page.

Click on Actions> Edit.

Enter the comments, select the QC Status as Solved and suitable QC Sub status option.

Click on Save.

The quality is checked and it will be seen under the Solved QC Status column. 

 

Viewing Quality Check

Navigate to Left Menu > Operation > Reports.

Click on the Quality Check Register option.

All the details will be listed in the index page.

Click on Actions> Edit.

 The history of the device can be seen under the History tab.

 

Performing Log Entry

Navigate to Left Menu > Operation > Reports.

Click on the Quality Check Register option.

All the details will be listed in the index page.

Click on Actions> Edit.

Go to the Log Entry tab. Click on the plus button on the top right hand corner.

Enter the details in the mandatory fields just as you do for timesheets.

Click on the Log Time button.

Note: The log report is visible after the time is entered under the Log Entry tab index page.

 

Delivery Management

Understanding Delivery Management

The Delivery Management/ delivery register feature in AntMyERP helps to track the delivery status of a product. This helps to keep a check on the logistics and supply chain management.

 

Permissions

Navigate to Settings > Users & Roles.

Select the employee or group you want to give delivery supply chain Permission to and scroll to the right.

Select Edit option from the Action dropdown menu.

Enable the permission Manage Delivery Register.

Click on Save.

 

Tracking Delivery Process

Navigate to Left Menu > Operation > Delivery Register.

All outward challan whether manual or automated in ERP will be displayed under the Pending tab.

Click on the View icon to see the products added to a particular order.

For initiating a delivery, scroll to the right of the desired product and click on Action> Confirm Dispatch.

Delivery Type pop-up window will appear. Enter the details in the mandatory fields and click on Save.

After saving it an email will be sent to the customer with all the delivery details so that the customer can also track the delivery.

Note: There are two options for Delivery Type- hand held and courier.

 

In-Transit Delivery

The In-transit tab lists all the products that are sent for delivery. This means that the courier is on its way but has not reached the customer yet.

Once it is delivered to the customer, either we take the courier company’s acknowledgement by going to its website or the person who went to give the hand delivery brings you an acknowledged challan. The courier print can be taken by clicking on Action > Courier Print.

In case the courier company refuses to take the courier, the consignment can be taken back by clicking on Action> Back to pending. This can be given to the other courier company later.

You can scan the same and click on the Upload option under the Action dropdown. Click on the Upload Challan option. 

This will still show under the In-transit tab. 

Choose the product again. Scroll to the right and select Action > Deliver. 

In the Please Confirm pop-up window, enter the details and click on Save.

This will bring the product details under the Delivered tab.

Note: The confirmation of the delivered product can be sent to the customer from Action> Download. This serves as a proof of delivery.

The delivery tab shows all the delivered consignments. 

The Edited tab shows all the changes (if done) for the consignment.