Vendor Portal

Understanding Vendor Portal

Vendors or suppliers are the third party which supplies goods or services for the business. AntMyERP also serves you as a vendor management portal where you can keep a track of all the communications with them. 

 

Activating a Vendor 

Navigate to the left menu > Settings > Users & Roles.

All the users and groups created will be visible here.

Select the desired vendor for whom you want to make the changes.

Click on Action> Edit.

Enter the password. Confirm the password.

Activate by hovering the bar to Active in the Status option.

Click on Save.

Note: You can also Inactivate the vendor in the same way by hovering the bar to the Inactive option.

 

Visibility on the Vendor Portal

To view which all information will be displayed in the vendor portal,

Navigate to the left menu > Settings > Users & Roles.

Click on the Search button.

Enter the url, user id and email id. Also, enter the password which has been given to the vendor to login as a vendor.

A dashboard will appear which shows the entire report to the vendor. 

In case the vendor needs assistance, they can click on the Call Us option which will generate a service ticket automatically. The ticket details will be displayed.

This will notify the support team and someone will get in touch with the vendor to assist them.

Note: This will list all the tickets for the vendor and made by the vendor.

 

Tickets

In the dashboard, navigate to the left menu> Ticket

This will list all the tickets and their status under Visit Pending, Visit Accepted, Ticket for vendor and Ticket for Company

To create a new ticket/ task, click on the ticket icon on the top bar.

Click on the plus button on the top right hand corner.

A task ticket can be logged in the Vendor portal.

 

Adding Vendor Bank Details

If your company deals with multiple vendors, it is necessary to add the bank details of the vendors for the smooth financial transaction.

In the dashboard, navigate to the left menu> Settings > Users & Roles.

Search the name of the vendor and click on Action> Auto Login.

Click on Action> Edit.

The vendor profile will appear. 

Go to the Bank tab and 

Enter the details in the mandatory fields. If you just enter the IFSC code and refresh the page, the other details will populate automatically. 

Click on Update Profile.

Note: The bank details are visible in the purchase order.

 

Left Menu Details

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

Tickets – Tickets for the Venor 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.

RMA – Vendor is authorized to receive devices on our behalf from the customer. 

 

Reporting Tag

Understanding Reporting Tag

Any business which deals with a lot of databases needs to generate different types of reports for various needs. It gets confusing for the user to organize and assess them randomly. AntMyERP helps you sort the reports for different needs like Contacts, Quotes, etc. with its reporting tag feature. You can configure the reporting tag as per your requirement to make things simpler.

 

Permissions

Navigate to Settings > User Roles.

Select the employee you want to give Reporting Tag Permission to and scroll to the right.

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Enable the permissions Manage Enquiry Ticket Reporting Tag, Manage Reporting Tag, Manage RMA Reporting Tag and Manage Service Ticket Reporting Tag.

Click on Save.

 

Creating a Reporting Tag

Navigate to the left menu > Settings  > Masters.

Select the General option.

A list of existing reporting tags will appear. Click on the plus button on the top right hand corner.

Choose the appropriate Type from the drop down options.

Enter the Reporting Tag Name. 

Check the box Is Default in case you want to make it the default tag for all.

Click on Save and Create.

 

Configuring Reporting Tag

Reporting tag can be configured while creating any ticket. There is a field where you can define the reporting tag for that particular ticket.

 

Viewing Reporting Tag

Reporting Tag can be viewed while creating the following entries:

• Task
• Enquiry 
• Service
• Request Toner
• Pickup Task
• Order
• RMA
• Meeting
• Purchase Enquiry
• Quality Check
• Proposal
• Purchase Order 
• Client
• Vendor
• Logistics
• Product
• Challan
• Payment Entries
• Receipt Entries
• Journal Entries
• Invoice
• Expense-Vouchers

 

Email Settings

Understanding Email Settings

An external SMTP (Simple Mail Transfer Protocol) server can be set up to send emails through AntMyERP. This can be helpful if you want to use your own email infrastructure or if you need an external SMTP server to better meet your email needs. This is how you set it up:

 

Settings

Navigate to the left menu > Settings.

Click on Settings

Under the Preferences settings, Check the Active Email and Manually Email boxes.

Select these.

Click on Update.

 

Configure the Email SMTP Setting

Navigate to the Left Side > Settings > Templates

Go to the Email SMTP Setting

Fill in Host and Port Field and other mandatory fields. 

Click Update. 

 

Note: Test the email by clicking on the test Email. If this testing process is passed, the emails will start going from the system. 

 

Note: Similarly, to send the manual email, select the manual option for sending out manual emails from the system. 

 

Note: With these steps completed, AntMyERP will be configured to send auto emails, including Approval Authorization emails.Please remember that accurate SMTP settings are crucial for successful email delivery.

 

SMS Setting

Understanding SMS

A business can set an SMS alert for all the notifications to be sent via text messages. 

This feature of AntMyERP will ensure that you do not miss out on any alerts. However, it is mandatory to make sure that you go through the latest TRAI regulation before setting this feature to abide by the character limit on otp.

 

Setting up SMS 

Navigate to the left menu > Settings > Settings.

Under the Preferences tab, check the Active SMS box.

Click on Update.

Configuring this will enable all the alerts to come on your phone that you have entered under the Basic tab of Company Settings.

After that, 

Navigate to the left menu >Settings > Templates > SMS > SMS Settings.

Enter all the details.

Click on Update.

 

Viewing Automated SMS Templates

Navigate to the left menu >Settings > Templates > SMS.

All SMS templates will be displayed here. 

You can check the Active checkbox to make it active.

 

Multiple Branches

Understanding Multi Branch

If an organization has multiple branches, it has its own set of challenges while working alongside those. There are challenges in managing the database and other things related to the business. AntMyERP helps you set up details and other data related to your multiple location business.

 

Settings

Navigate to the left menu > Settings > Settings.

Under the Preferences tab, enable the checkboxes Multi Branch and Stock Location.

Click on Update.

 

Setting Up Multi Branches

Navigate to the left menu > Settings.

It will take you to the Company Setup page.

Click on Actions > Edit.

Go to the Branch tab and click on the plus button on the top right hand corner to add a new branch detail.

Enter the mandatory details.

Click on Save.

As soon as it is saved, it will be visible in the Branch index page.

 

Note: Branch type should be Sub Only.

 

Setting Up Locations

Now, in case there is a branch which has multiple locations, you will need to create a separate record for that. To do that, 

Navigate to the left menu > Settings.

It will take you to the Company Setup page.

Click on Actions > Edit. 

Go to the Location tab and click on the plus button on the top right hand corner. 

Enter the details. Click on Save.

As soon as it is saved, it will be visible in the Location index page.

 

Note: Location type should be Sub Only.