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.

 

Toner Ticket

Understanding Toner Ticket

A Managed Print Service (MPS) business looks after the management of all the copier and printer needs as a whole. They require equipment and service provided by a service provider. Along with all the other needs, toner is needed at regular intervals for their work to run smoothly. Through our erp users can log a toner call whenever there is a requirement. 

 

Settings

Navigate to the left menu > Settings > Task.

Under the Task Preferences tab, enter the name of the Toner Ticket Assignee.

Click on Update.

Note: if the toner  call is logged from the client portal ticket will be assigned to this assignee.

 

Permissions

Navigate to Settings > User Roles.

Select the employee you want to give Toner 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 Toner Ticket, Manage Request Toner Report and Show Request Toner Hierarchy.

Click on Save.

 

Logging a Toner Call

Go to Quick Add > Request Toner.

The Request Toner form will open. Enter all the mandatory fields.

In the Add Details pop up window, all the information regarding the company, the printer and the contract details will be displayed.

After entering the details, click on Save.

 

Checking the Pending Toner Orders

To check the number of toner orders yet to be executed,

Navigate to the left menu > CRM Sales > Sales Order.

In the Sales Order dropdown, select the Pending Toner Order option. All the pending orders will be displayed.

If it is managed serial number wise, enter the serial number and if it is managed quantity wise, enter the quantity.

Note: If the serial number or quantity is in stock, it will appear. If it is not, then the system will give an error.

Click on Save. The challan will be made followed by delivery.

Hence, the quantity of the toner and the status can be tracked here. This helps in ticket management which inturn helps in task management.

 

Sales Order Ticket

Understanding Sales Order Ticket

A Sales order is an order document created by the seller to define the product specifics related to sales, rental or MPS businesses. It confirms and records the sale of goods and/or services ordered for the company.The process of booking a quotation and converting it into a contract is the same for all the categories of quotations. AntMyERP helps in better task management with sales order tickets.

 

Permissions

Navigate to Settings > User Roles.

Select the employee you want to give Sales Order ticket Permission to and scroll to the right.

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Enable the permission Create Sales Order Ticket, Manage Order, Manage Sales Order Edit, Show Only Self Created Orders, Show Only Self Assigned Orders and Show Order Hierarchy.

Click on Save.

 

Booking an Order

There are two ways in which order can be booked.

1. Convert to Contract and then go to Sales order form. From here the order can be booked.
2. If you get any order related to the same customer then you don’t need to make a quotation again. You can directly book its Sales Order. To do that,

Go to Quick Add> Sales Order. 

Enter the customer and branch details. Once branch detail is selected, the Add Details pop up window will appear with all the details.

Enter the quantity and click on Add.

Enter all the mandatory details and click on Save.

Once you save it, your order is booked.

 

Viewing Sales Order Ticket

Navigate to the left menu > CRM Sales > Sales Order.

The sales order register opens where all sales orders are listed.

 

Sales Order 

This shows the list of all the booked sales orders in their respective stages after booking. This includes all the sales orders whether pending, completed or canceled. All the fields in the register will be pre-filled with all the particulars of the order.

 

Sales Order Pending

The order which needs to be executed after its booking.

The processing of a pending order is done in the following steps:

Navigate to the left menu > CRM Sales > Sales Orders. 

Click on  Sales order and select Sales Order (Pending).

Note: For more information on Pending Sales Order, refer here.

 

Sales Order (Completed)

Now the order will be shifted from the Sales Order (Pending) tab to the Sales Order (Completed) category in the ERP. 

To view the completed sales orders:

Navigate to the left menu > CRM Sales > Sales Orders. 

Click on  Sales Order and select Sales Order(Completed).

 

Sales Order (Drafted)

A Draft is created as a note of what is to be sent to the customer before actually recording it in the order. This is done in case there are multiple line items/product serial numbers for a single order. The method for creating a Draft order is:

Navigate to the left menu > CRM Sales > Sales Orders. 

Click on Sales Order > Sales Order (Pending)

Enter the Serial Numbers of the product.

Click Draft.

Go to Sales Order > Sales Order (Drafted) and click on Save.

A challan will be created for the order automatically and the order will now be shown under Sales Order (Completed).

 

Lead Ticket

Understanding Lead Ticket

Any business runs on generating potential leads. Lead, in simple terms is one who has interacted with you or similar brands in the past in some way and is a potential customer. AntMyERP as a whole helps you in better lead management and analyzing it through a business point of view.

 

Permissions

Navigate to Settings > User Roles.

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

Click on Save.

 

Creating a Lead

Go to Quick Add > Enquiry.

The Enquiry form will open directly. 

The other way is by,

Navigating to the left menu> CRM Sales> Leads. 

This will open the index listing showing all the created leads so far.

Click on the plus button on the right hand side. This will open the enquiry form.

If it has come from an existing customer, enter the name of the company in the Requester field. 

If the lead is already created in the system, a Confirmation pop up window will appear. 

Click on OK.

After entering the details, click on Save.

Note: If it is a new contact, then a New Prosp? check box will appear. Check that box and enter all the details. New Prosp is a new contact which is totally new to the system and is not coming from the existing system. To fill up the details for that follow the above steps wherein you fill all the mandatory fields.