People

Understanding Vendor and Customer People 

Vendor and Customer people typically refers to individuals or people who work for vendors, Clients,  businesses, or suppliers.

 

Adding a Vendor and Customer People

You don’t need to manually add Vendor and Customer People in AntMyERP. They are automatically created when you add a contact to a particular Vendor or Customer. Please refer to the Vendor Contact and Customer Contact for more information

 

Exporting Vendor and Customer People

Please note: that you cannot export the Vendor and Customer People information in Excel or any format from AntMyERP

 

Editing Vendor and Customer People

Navigate to the bottom menu and click on People Icon

You will land on the People Listing Page

Locate the People in the people list with the help of Search and click on the Edit Icon 

Make the necessary changes to the Vendor or Customer’s Personal details.

Save the updated information.

 

Vendor

Understanding Vendors

A vendor is a person, company, or entity that sells goods or services. Vendors can operate in various industries and sectors, ranging from retail to technology to manufacturing. They can sell directly to consumers or to other businesses, depending on their target market and business model. Vendors play a crucial role in the supply chain by providing the products or services needed by consumers or other businesses.

 

Adding a New Vendor

Adding a New Vendor in AntMyERP is simple! You just need to input in their important information into one place. Here’s what you do.

You can add Vendors in two ways

Manually creating a vendor from the vendor Listing Page.

Importing Vendor

 

Manually Creating Vendor from the Listing Page

Navigate to the Left Menu > Purchase > Vendors.

You will land on Vendor Listing page.

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

Begin by uploading your company logo and entering the company name.

(Please note that this logo will appear in all your communications documents like Purchase order and contract)

Please enter all mandatory fields along with all the details of your vendor. Please note that all fields marked in red are mandatory and must be filled.

After entering all the details, click Save.

Productivity Tool: You can add Vendor from the Quick Add icon on the top directly

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

 

Importing Vendor 

Navigate to Left Menu > Purchase > Vendor 

You will land on Vendor Listing Page

On Top Right Menu navigate to Three Dot Icon > Import Vendors.

Read Instructions and Click Download Sample Filefor your reference by clicking sample file.

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

Now go to the Top Right Menu navigate to Three Dot Icon > Import Vendors.

Click on Upload and select the file to be imported. 

If all the data mentioned in file is proper it will take 5 seconds to upload the data

 Your Vendors are imported in your AntMyERP to transactions.

Note: You can upload 50 Vendors at a time. 

 

Exporting Vendor 

Navigate to the  Left Menu > Purchase > Vendor 

You will land in Vendor Listing Page

Filter from the LIVE Search / Filter. Now you have filtered data which need to be exported 

Now go to the Top Right Menu and navigate to Three Dot Icon > Download

All your Vendors data will be exported as per the Search or Filter

All your Vendors are Exported from your AntMyERP to Excel 

Note : Export can be done only by the users who have the permission from super admin.

 

Manage Column: Create your own Vendor Listing View 

For Manage column Refer the manage column Document

 

Settings and Preferences for Vendor 

Navigate to the  Left Menu > Purchase > Vendor 

You will land on Vendor Listing Page

Now go to the Top Right Menu navigate to Three Dot Icon > Purchase Settings.

Select the Settings you want to Enable.  below

Purchase Preference– To setup Lead for purchase,Purchase requisition,Request for quotation.Enable approval system and Purchase order manual download.

Purchase order– To manage the Purchase order Business type which you require

PO Authorisation setting– To Enable  Purchase order Authorisation Setup

Click on Updates.

 

View Vendors

Navigate to Left Menu > Purchase > Vendor 

You will land on Vendor Listing Page

Locate the Vendor in the Vendor list and click on the View option from the Action dropdown menu. Alternately you can Right Click on the Vendor whom you want to View.

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

 

Editing Vendors

Navigate to  Left Menu > Purchase > Vendor 

You will land in Vendor Listing Page

Locate the Vendor in the Vendor list and click on the Edit option from the Action dropdown menu. Alternately you can Right Click on the Vendor whom you want to Edit.

Make the necessary changes to the Vendor details.

Save the updated information.

 

Deleting Vendors

Please note : you cannot delete a vendor once added in AntMyERP.You can inactive the same.To inactive the vendor

Please refer Managing vendor Active and Inactive for the same

 

Creating Customer from Vendor Data

Navigate to  Left Menu > Purchase > Vendor 

You will land on Vendor Listing Page

Locate the Vendor in the Vendor list and click on the Create as Customer option from the Action dropdown menu. Make the necessary changes to the Vendor details and click Save.

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

 

Managing Vendors: Active and Inactive

If you need to stop doing business with a vendor for any reason, you can easily make them Inactive.

Navigate to  Left Menu > Purchase > Vendor 

You will land on Vendor Listing Page

Search the vendor you want to Inactive and click on edit from the action icon

change the status to ‘Inactive,’ and Save the changes.

Once a Vendor is inactive, nobody in your company can create any new transactions like purchase orders and delivery notes for them.

If you need to start working with the Vendor again, simply go through the same process and mark them as ‘Active.’ Then you can start transacting with them as usual

 

Customer

Introduction – Understanding Customers

A customer, also called a client, buyer, or purchaser, is someone who buys things or gets services from a seller in exchange for money.

 

Adding a Customer

Adding a customer in AntMyERP is easy! You just need to put in their important info into one place. Here’s what you do.

You can add customer in two ways

• Creating Customer from the Creation Page
• Importing Customer

 

Creating Customer from the Creation Page

Navigate to the Left Menu > CRM Sales > Customers.

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

Begin by uploading your company logo and entering the company name.

(Please note that this logo will appear in all your communications documents like Quotations, Contract, Sales Order, Delivery Note and Invoice)

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

After entering all the details, click Save.

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

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

 

Importing Customer 

Navigate to Left Menu > CRM Sales > Customer 

You will lands in Customer Listing Page

On Top Right Menu navigate to Three Dot Icon > Import Customers.

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 Customers.

Now go to the Top Right Menu navigate to Three Dot Icon > Import Customers

Click on Upload Customer and select the file to be imported. 

Click on Save.

All your customers are imported in your AntMyERP to transact.

Note: You can upload 500 customer at a time. Only CSV. file is supported

 

Exporting Customer 

Navigate to Left Menu > Customer 

You will lands in Customer Listing Page

Filter from the LIVE Search / Filter. Now you have filtered data which need to be exported 

Now go to the Top Right Menu navigate to Three Dot Icon > Export Customers> Save

All your customers data will be exported as per the Search or Filter

All your customers are Exported from your AntMyERP to CSV. file

Note : Export can be done only by the users who have the permission from admin.

 

Manage Column: Create your own Customer Listing View 

Navigate to Left Menu > Customer 

You will lands in Customer Listing Page

Now go to the Top Right Menu navigate to Three Dot Icon > Manage Column

If you want to create your preferred column view and make it default , click on Own.

Check Mark which field you want to be visible when you open Customer Listing Page.

You can define the placement of the column with Drag and Drop.

Click on Save.

Your default Customer Listing Column View is now available whenever you will go to this page. You can Edit the same by following the same above process.

Note : If you are the administrator, you can define custom column view of this page and even the user can make the changes as per their requirements

Permission: This feature is user permission defined. If you have permission, you can use this or else ask the administrator of your office to activate the permission for you.

 

Settings and Preferences for Customer 

Navigate to Left Menu > Customer. 

You will lands in Customer Listing Page.

Now go to the Top Right Menu navigate to Three Dot Icon > Settings.

Select the Settings you want to Enable.

Click on Updates.

 

View Customer.

Navigate to Left Menu > CRM Sales > Customer 

You will lands in Customer Listing Page

Locate the customer in the customer list.

Click on the View option from the Action dropdown menu or you can simply Right Click on the selected customer or you can Click on the selected customer to view.

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

 

Editing Customers

Locate the customer in the Customer Listing Page

Click on the Edit option from the Action dropdown menu.

Make the necessary changes to the customer details.

Save the updated information.

 

Deleting Customers

Find the customer in the Customer Listing Page

Select the Delete option from the Action dropdown menu.

Confirm the deletion in the pop-up window.

Note: If a specific customer has completed any transactions, they cannot be deleted.

 

Creating Vendor from Customer

Navigate to the Left Menu > CRM Sales > Customers.

Locate the customer in the customer list.

Click on the Edit option from the Action dropdown menu. Or Right Click on the customer whom you want to clone as Vendor

Make the necessary changes to the customer details and click Save.

Productivity Tool: You can add customer from the Right Click directly from the Customer Listing Page

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

 

Field & Description: 

This section provides a comprehensive overview of the various fields and their descriptions when adding or editing customer details within AntMyERP.

Field Name	Field Description
Logo Upload	Add your Logo by clicking on the “+” sign and upload from your device. Once you upload the logo, it will be visible on all your documents, like Quotations, Proforma, Contracts, Challans, Sales Invoices, etc.,. helping with your branding.
Company Name	Add the customer/ client name. (In case you want to add multiple customers, use our contact page.)
Display Name	Add your company name, which you want to view in your invoice
Type of Contact	The type of contact the person has. For example, contract, client reference, etc.
Business House	If your customer belongs to a big company house, add a business house here. For example, if Tanishq is your customer, TATA is the business house. Choose from the option or add by clicking on “+.”
Type of Company	Mention the customer’s company type here like Government, Individual, etc
Associate	Got the customer through an existing customer referral? Mention them here
Pincode	Add the customer company PIN code. If you are unable to add it from the existing list, click on the +. Add the country, state, district, Tehsils, and PIN.
Prefix	Add the suitable Prefix to the contact.
First Name	Write down First name of the point of contact.
Middle Name	If there is a middle name, add it here.
Last Name	Add the last name here.
Gender	Mention the gender here from the dropdown.
Designation	If you are aware of the designation of the customer, put it here.
Department	Add the department name, if you know.
Escalation Level	The escalation level depends on the designation of this person. The higher the designation, the higher the levels. For example- any CEO level person falls under the 4th Final & Highest Level.
Industry	Specify the Industry name here. If it is not available in the option, add it by clicking on the +> add industry > save and exit
Sub Industry	Add a Sub-Industry name here. If it is not available in the opinion, add it by clicking on the +> add industry > Add the name.
Is RCA Required? (Checkbox)	RCA stands for Remote Call Assistance. If the box is checked, before visiting the site, assistance will be provided via call. However, it depends on the customer’s preference.
Category	Choose the category[ mainly client in this case]
Latitude & Longitude	You can generate it through the PIN Code if you are using the Google Maps API. It will get auto-filled.
Manage By	This is for the person managing the customer. This person should be on the employment list and on the ERP. It can be more than one person.
Our Code	ERP already generates a code for you, but if the customer bills or raises an invoice following some specific codes, you can customize it according to your needs.
Currency	You can add currency depending on your customer and their mode of payment However, please remember that you cannot change it once you save it.
Internal Remark	You can add notes about the customer
Is ASP a Company? (Checkbox)	There are two ways you can serve a customer. Directly or for their customer as a third party. For example, let’s say LG is your company and you are helping their customers. So there, you check the box as ASP (Authorized Service Provider)
Reporting Tags	This is for filtering. Just like you use tags to organize your task,. You can add the reporting tags for due payment, geographical distribution, or any other way you want.
Save (Button)	When you click Save, your data is saved, and you remain on the same page.
Save & Exit (Button)	When you click on Save and Exit, you are redirected to the index page.
Cancel (Button)	When you click on cancel, you undo the previous data.

 

Customer Contract Management

This section provides a comprehensive overview of the various Contract you have with this customer.

 

Inner Page of Customer Management

Manage Columns

Understanding Manage Columns

Manage Column is another great feature of AntMyERP. By this, a user can customize the listing view of any indexed page. 

 

Steps to use Manage Column feature

Go to any indexed page. For example: Customers, Quotation, Lead etc.

On the top right hand side of the page, click on the three dots.

Select the option Manage Column.

The user will be able to see three options:

Own: By selecting this option, the user can customize the columns according to their wish. It will be visible only to that particular user as per the convenience.

Company: This option will be applicable and visible across the company. This is visible only to the Administrator.

Reset: This is ERP’s default setting.

After selecting either Own option or Company option, a list of column names will appear to choose from. A user can check the desired boxes.

Click on Save.

Note: The Column names can be shuffled by using Drag and Drop functionality.

 

Enabling Manage Column Permission

A user needs to have the below described permissions to use the Manage Column feature.

Click on Settings> User & Roles.

Select the User> Edit> Permissions.

Under the Permissions section, there are four options/ permissions associated with the Manage Column.

They are:

Manage Data Column: By enabling this radio button, the user will be able to view the Manage Column option.

Manage User Data Column: By enabling this radio button, the user will be able to view and use the Manage Column>Own option.

Manage Creator Data Column: By enabling this radio button, the user will be able to view and use the Manage >Company option.

Manage Data Column Reset: By enabling this radio button, the user will be able to view and use the Manage >Reset option.

Save the changes.

Note : If you are the administrator, you can define Company column view of this page and even the user can make the changes as per their requirements

For a user to use the Manage Column, all the four permissions need to be given to that user.

Permission: This feature is user permission defined. If you have permission, you can use this or else ask the administrator of your office to activate the permission for you.

 

Password Management

Understanding Password

Passwords are something that should be highly confidential and not easy to hack. AntMyERP provides the features that are just right for you to protect your data

 

Changing Passwords by the Users

Navigate to Top Menu > Profile (Top Right )

Your Profile Page will open 

Enter the details in the mandatory fields. Create your own password as per company password policy

Click on the Update Profile button.

 

Enabling Securities Policy of the company

Navigate to Left Menu > Setting

Go on the Security Preference tab. 

You will be able to see the below options:

 

Restrict Login By IP Address

By checking this box and entering the IP address(es), the user will only be able to access ERP under those IP addresses.

Note: Multiple IP addresses can be filled.

 

Restrict Login by PC

By checking this box, the user can enter an approver’s name. By doing this, the approver will get an email to approve the usage of the ERP.

Note: Exclude Employee option field is used to enter the names of the employees for whom restriction can be excluded (either for restrict login by IP address or restrict login by PC).

 

2 Ways Verification

By checking this option and selecting the mode (email or text), the user can select the option to get the OTP after entering the password.

This is a two step authentication for higher security.

 

Password Strength

By checking this box, the users can set up a benchmark for the password. This means that the ERP will only take a strong combination of alphanumeric and special characters passwords, which would be difficult to hack.

 

Multi Login to User

If you enable this feature, any number of users can login at the same time from different devices.

For more stringent security, we recommend unchecking this.

After making the desired changes, click on Update.

Note : This setting is at the company level and hence this security will be enforced to all the users of the company.