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.

 

Shortcut Keywords

Understanding Shortcut Keys

Shortcut keys and quick-add features in software make things faster and easier. They help you do tasks quickly, remember less, and make fewer mistakes. It’s like having shortcuts that make your work smoother and save you time.

There are two types of shortcut keys:

 

Quick Add

Navigate to the Top Menu > + Icon ( Quick Add )

By clicking on the + icon on the top right hand corner of any page, a user can simply add things like product, customer, sales order etc.

This feature enables the user to go to the desired Page directly from the Quick Add Button with a single Click, thus saving time.

 

Global Search

Navigate to the Bottom Menu > Search Icon ( Global Search )

Click on the Search Icon and now you can search most of your transactions which you want to search in the ERP.

This will increase your productivity and save time.

 

Favourite

Understanding Favourite

A favorite key in AntMyERP is the feature just like bookmarks in any browser.

This helps the user to add the features they frequently use on pages under this section.

 

Adding Favourite

Go to any desired page.

From the Top Menu, click on the banner (favourite) icon.

Select the option Add to Favourites.

This will add the page to the Favourites.

Note : Maximum 10 pages you can add in Favourite. If you try to add more, the oldest page added, would be deleted from the list automatically.

 

Viewing Page added in Favourite

From the Favourite list that appears in the dropdown when you click on the Favourite icon, select the option which you want to view

 

Removing Page added in Favourite

From the Favourite list that appears in the dropdown when you click on the Favourite icon, click on the cross sign just beside the name. This will get it deleted.

 

Client Portal

Understanding Vendor and Client portal

The Customer Portal in AntMyERP serves as a valuable tool to enhance customer interaction and self-service capabilities. It provides a secure and dedicated space for your customers to access important information and manage various aspects of their transactions. 

 

Activate the Customer Portal

Navigate to the left menu > Settings.

Click on User & Roles

Here, all the customers, vendors, and employees created in the system are seen.

You can search the customer Name, email,Group, and status wise.  

To activate a customer, Go to the  Active button, Click on edit.

A form will open. 

Set a password and Click on the Active button. Select the group of customers as clients. 

Click Save. 

 

Note: The customer is activated. Now, the email and password can be given to the customer and they can log in. The customer can login through the portal.

 

When the customer is logged in,

To Check their online status,

 Go to the Action button, Click on Auto-login.

The customer’s name can be seen along with the four tabs (dashboard, ticket, service report and device.) 

 

Left Menu Details

We can view the following details in the left menu of Client portal:

• Dashboard: Space for the different kinds of visual data in one place
• Tickets: Tickets for the Vendor and tickets for the organization will be visible.
• Device: The details of all the devices with the organization will be displayed.
• Mapped Device: The devices mapped from the service provider will be displayed here.
• Service Report: The uploaded and pending service ticket report will be displayed here.

 

Create a Service ticket in a Client Portal

Log in with your user ID and Password

Once Logged in, A dashboard is seen where the number of devices in the contract, how many tickets are logged and how much invoice is pending are all visible. 

To create a Service ticket, Click on Ticket on the right hand side

Click on the Plus sign on the right hand side, and from the drop down menu, Select Service.

The Service form will open.

Enter the Branch. Fill in all the parameters. 

Click Save.  

Note: The call will be visible on the portal when the customer logs in. The status of the call is also checked and tracked.