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. 

 

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