Organisation Structure

Understanding Organization Structure

Organization Structure illustrates the chain of command within the organization, showing who reports to whom and the levels of authority and responsibility.

 

Adding an Organization Structure

Navigate to the Left Menu > Settings > Organization Profile > Org. Struct.

Click the + Icon button on the top right corner of the page.

Select from the Designation dropdown menu

First name will already exist in the menu like Founder or Owner or Director. The organization will be reporting to them.

Enter the Designation and their Parent designation(Reporting designation)

Branch name: Select the branch name for which the structure(hierarchy) needs to be created  

Note: Designation list needs to be added in the Masters > HR > Designation 

Single designation cannot report to two designations

 

View Organization Structure

Navigate to the Left Menu > Settings > Organization Profile > Org. Struct.

You will land in Organization Structure page

Click the Structure Map icon button on the top right corner of the page.

This will open the pop-up of Hierarchy chart

Note: If any of the designation or Parent Designation is mapped wrongly, the chart will not be displayed

 

Editing Organization Structure

Navigate to the Left Menu > Settings > Organization Profile > Org. Struct.

You will land in Organization Structure page

Locate the designation in the Structure list and click on the Edit option from the Action dropdown menu. Alternatively, you can Right Click on the designation line which needs to be Edited.

Make the necessary changes to the designation details.

Save or Save & Exit the updated information.

 

Deleting Organization Structure

Navigate to the Left Menu > Settings > Organization Profile > Org. Struct.

You will land in Organization Structure page

Locate the designation in the Structure list and click on the Delete option from the Action dropdown menu. Alternatively, you can Right Click on the designation line which needs to be Deleted.

Confirm the deletion in the pop-up window.

Note: If a specific designation and parent designation is deleted, that structure will discontinue from the ERP.

 

Add Employee

Understanding Employee

An employee is an individual who works for an employer where the employee agrees to perform certain tasks and duties in exchange for compensation. 

Employees can work full-time, part-time, or temporarily. They have rights and benefits according to the law.

 

Settings and Preferences for Employees 

Before adding an employee in your organization, we strongly recommend setting up the HR rules and processes.

Navigate to the Left Menu > Settings > Third Icon > HR

Make all the necessary changes in all the HR Tabs as per your organization goals.

Click on Updates.

 

Adding an Employee

Adding an Employee in AntMyERP is easy! You need to enter their important info into one place. Here’s what you do.

You can add Employee in two ways:

Creating Employee from the Team Page

Importing Employee

 

Creating Employee from the Team Page

Navigate to the Left Menu > Settings > Organization Profile > Team.

Click the + Icon button on the top right corner of the page – Create Employee

Begin my selecting the Person Name ( picked up from the People Page )

If person name does not appear, Click on + icon and add the people details (Personal information of the Employee)

Enter all mandatory fields along with all the details of your Employee

After entering all the details, click Save.

Productivity Tool: You can add Employee from the Quick Add directly

Note: Duplicate Employee entries are not permitted within AntMyERP to maintain data integrity.

Permission : Only those who have the permission to add employee can perform this task

 

Importing Employee 

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

On Top Right Menu navigate to Uparrow(Import) > Import Employees.

Read Instructions and Click Download Sample File ( CSV. ) for your reference by clicking sample file.

Ensure that all the fields are mapped and  filled correctly while adding your Employees.

Now go to the Top Right Menu navigate to Uparrow(Import) > Import Employees.

Click on Up Arrow in the center and select the file to be imported. 

Click on Save.

All the Employees are imported in your AntMyERP

Note: You can upload 50 Employees at a time. Only excel file is supported

 

Exporting Employee 

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

On the Top Right Menu navigate to Down arrow(Import) > Export Employees.

All the employees are Exported from the AntMyERP to CSV. file

 

View Employees

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

Locate the Employee in the Team list and click on the View People option from the Action dropdown menu. Alternatively you can Right Click on the Employee whom you want to View People.

If you want to make any changes to this Employee, click on the Edit icon.

 

Editing Personal Profile

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

Locate the Employee in the Team list and click on the Edit Personal profile option from the Action dropdown menu. Alternatively you can Right Click on the Employee whom you want to Edit Personal profile.

Make the necessary changes to the Employee personal profile details.

Save the updated information.

 

Editing Official Profile

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

Locate the Employee in the Team list and click on the Edit Official profile option from the Action dropdown menu. Alternatively you can Right Click on the Employee whom you want to Edit Official profile.

Make the necessary changes to the Employee personal profile details.

Save the updated information.

 

Deleting Employees

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

Locate the Employees in the Team  list and click on the Delete option from the Action dropdown menu. Alternatively you can Right Click on the Employees whom you want to Delete.

Confirm the deletion in the pop-up window.

Note: If an Employee is deleted, it cannot be retrieved again

 

Terminate Employees

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

Locate the Employees in the Team  list and click on the Terminate option from the Action dropdown menu. Alternatively you can Right Click on the Employee whom you want to Terminate.

Fill in the necessary details of the termination.

Click on Save

Note : All the tasks assigned to that employee needs to be mapped with another employee. You can not terminate the employee without getting back all the assets issues to that employee

 

Issue Assets 

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

Locate the Employees in the Team  list and click on the Issue Assets option from the Action dropdown menu. Alternatively you can Right Click on the Employees whom you want to Issue Assets.

Fill in the necessary details of the Issue Assets

Learn more about Assets Issued to Employees

 

Managing Employees : Active and Inactive

After adding the Employees in Team, they need to be activated.

Navigate to the Left Menu > Settings > Users & Roles 

You will land in User & Roles page

Search for the Employee or that Employee list will be visible in the index page.

Locate the Employee > Click on Action > Edit > Status > Active

 

Incase of Inactive Employee 

Navigate to the Left Menu > Settings > Users & Roles 

You will land in User & Roles page

Search for the Employee or that Employee list will be visible in the index page.

Locate the Employee > Click on Action > Edit > Status > InActive

Permission: Keep in mind that this action requires permission, so users need to have the right authorization to make an Employee active or inactive.

Note: Inactive Employees does not mean that they are deleted or terminated from the system

 

RMA Tickets

Understanding RMA Tickets Task Management System

In order to get a refund, replacement, or repair, you must first return the item to the business. In this step of return merchandise authorization, the business and the customer talk about the problem, and the business decides if the problem is real.

 

Settings

Navigate to Settings > Service

Under the Service Settings, Look for the RMA settings

Turn it ON 

Click on Update.

 

Permissions

Navigate to Settings > User Roles.

Select the employee you want to give RMA 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 RMA. Enable all the permissions related to RMA.

Click on Save.

 

Create an RMA-Ticket

Navigate to the Left Menu > Service > RMA 

A form will open

Before filling out the form, the RMA warranty of the device sold should be updated.

Click on the Plus button on the top right corner.

Select whether the device is in the Branch or the Vendor

Add the Location, RMA. By and name of the customer

Add Serial number, Problem and problem description

Fill in all the parameters. 

Click Save

Once created, an RMA number will be generated. 

 

Update Warranty

Navigate to the Left Menu > Service > RMA 

Under RMA section, Click on the Update Warranty

The serial number and warranty of the Product are set here.

Go to action to Add Warranty. All the devices can be seen here.

Click on the Plus button on the top right to add a new device 

Fill in all the mandatory fields. 

Click Save

 

Inward Quality Check

Understanding Inward Quality Check Task Management System

If your company needs to evaluate the quality of incoming items, whether they are newly purchased devices or devices returned by customers after a rental or under an MPS contract, we have created an inward quality check ticket management system.

 

Settings

Navigate to Settings > Operation.

Under the Outward delivery note, Look for the Quality check feature

Select this. 

Click on Update.

 

Permissions

Navigate to Settings > User Roles.

Select the employee you want to give Quality Check 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 Quality Check. Enable all the permissions related to Quality Check.

Click on Save.

 

Use a Quality Check Feature 

Navigate to the Left Menu > Operations > Reports

Open Quality Check Register  

Note: The Outward cannot be done until the Quality of the device has been checked. 

The QC No. is generated. The Category, product and serial number is shown. 

If it has been Inwarded, the inward challan number is also shown. 

All the other important fields are seen here. 

Note: To send this product from the system, you should first add comments and make sure the QC status is resolved.

TO check the Quality of a Product

Go to the action button on the right side. Click on Edit.

Enter the details and update it. 

Click Save.

Note: Please keep in mind that the name of the assignee you have added here will appear in the quality check register. That individual will be in charge of conducting the quality check. 

After the Quality is checked, enter a comment that the quality is checked with other details, if needed, in the comment section. 

The team can see which quality has been checked and which has been left. 

Click on History to check who performed the check and their status.

 

Log Entry

Navigate to the Left Menu > Operations > Reports 

Click on the Plus sign on the top right corner 

Select the activity name, Add the date, start time, and end time the testing was performed. 

Click Log Time, and time will be logged. 

 

Pickup Ticket

Understanding Pickup Ticket

Businesses dealing with rent, MPS or demo of devices, have to arrange pickups. Pickup is done because the device is not sold and is the property of your company itself. Hence, it is picked up after the work is done or the contract expires. For doing that, pickup tickets need to be created in ERP so that task management is done with ease.

 

Permissions

Navigate to Settings > User Roles.

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

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Enable the permissions Manage All Ticket Creation (Task, Service, Enquiry, Purchase Enquiry, Pickup Task, Toner, Order) or Create Pickup Task, Pickup Register and Manage Pickup Status Master.

Click on Save.

 

Creating a Pickup Task

Go to Quick Add > Pickup Task.

The Pickup form will open. Enter all the mandatory fields.

Enter the name of the customer. As soon as that is done, the list of items under their name will be listed. 

Check the box against the device which requires pickup. Click on Add.

Enter the name of the person who needs to pick up the device.

Enter other details and click on Save.

 

Viewing Pickup List

Navigate to the left menu > Operation > Inward Challan.

From the Inward Challan dropdown list, select the option Pickup Management.

The index page will appear showing all the pickup tickets.

 

Closing the Pickup Task

Navigate to the left menu > Operation > Inward Challan.

From the Inward Challan dropdown list, select the option Pickup Management.

The index page will appear showing all the pickup tickets.

Search for the device and select the Inwarded option from the Status dropdown.

It will be visible in the inventory.