Multi Currencies

Understanding Multi Currency

A business can have a varied range of customers, across the globe. This makes dealing with multi currency a challenging task. At AntMyERP, we help our customers deal with multi currency accounting with ease.

 

Settings

Navigate to the left menu > Settings.

Click on Settings.

Check the Multi Currency box.

Click on Update.

 

Using Multi Currency 

Navigate to the left menu > CRM Sales  > Customers or Vendors.

Select the customer or vendors who deal with multi currency payment. Scroll to the right and click on Action> Edit.

Select the required currency from the Currency dropdown.

Click on Save.

Note: Once the currency is set, it cannot be changed.

After the customer currency is started, go to the Quotation page to give a Proposal.

Navigate to the left menu > CRM Sales  > Quotation

Click on the plus button on the extreme top right corner and select the quotation that needs to be given. For example, a sales quotation is selected.

Once the customer name is selected, the currency set appears along with the current rate in the market going on.

Enter the other details and click on Save.

Note: The same steps can be applied for Vendor Purchase Order.

Also, Multi currencies are used in other modules of ERP like CRM Sales, Purchase Order, Invoices.

 

Users, Roles & Permission

Understanding User Roles

An organization has various departments and employees with different roles. For any organization using ERP, it becomes essential to give access to the employees only depending on their roles and responsibilities. AntMyERP helps you in user management and sets accurate permissions for them.

 

Setting Permissions

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

All the users will be displayed here. The name of the user, the email address, the super admin access, their respective group, status and creation date will be listed.

Search the name of the user you wish to grant permissions to.

Go to Action > Edit. 

All the permissions of ERP will be shown under the Permissions tab.

Select the module you wish to give permissions to or you can just search the keywords using Ctrl+F.

Select the Allow radio button to give the permissions. If you select the Inherit radio button, it will make it invisible from others. 

You can see all the permissions given under the Admin tab.

Click on Save.

 

Note: The user having Super Admin permissions has access to the entire ERP system. For different roles, there are different permissions related.

 

Master

Understanding Master Settings

It is to put information into the system. A huge amount of data can be put into the CRM master system through Excel. 

 

Access the Master Options

Navigate to The Left Menu > Settings

Within the Settings section,

Navigate to Master Options

Click on Masters to access the Master Options.

 

Import Data

Navigate to the Left menu > Settings

From the left menu, Click on Imports

All the types of imports will appear, such as Leads, People, Products, Customers, etc

Click on Customer to upload a customer

Here, an option to download the sample file will appear. 

 

Note: Whenever the data is filled in the sample file, this parameter has to be filled in. 

 

Once you click on the download option, it will be downloaded to an Excel sheet. 

Open the sample file and fill in the data in it. 

Fill in all the details on the sheet. Click on Upload, and an option to upload a file will appear. Once attached, the data will automatically go into the system.

 

Note: If there is an issue with the data, it will appear as an error. 

The same process goes for importing data for other types as well. 

 

Import

Understanding Imports

It is to put information into the system. A huge amount of data can be imported into the CRM master system through Excel. 

 

Access the Import Options

Navigate to The Left Menu > Settings

Within the Settings section,

Navigate to Master Options

Click on Masters to access the Master Options.

 

Import Data

Navigate to the Left menu > Settings

From the left menu, Click on Imports

All the types of imports will appear, such as Leads, People, Products, Customers, etc

Click on Customer to upload a customer

Here, an option to download the sample file will appear. 

 

Note: Whenever the data is filled in the sample file, this parameter has to be filled in. 

 

Once you click on the download option, it will be downloaded to an Excel sheet. 

Open the sample file and fill in the data in it. 

Fill in all the details on the sheet. Click on Upload, and an option to upload a file will appear.

Once attached, the data will automatically go into the system.

 

Note:  If there is an issue with the data, it will appear as an error. 

The same process goes for importing data for other types as well. 

 

Templates

Understanding Email Templates

Email templates are a predefined email layout that have all the basic content ready. It may not be required to write an email every time you need to send one. This saves time and error in some cases. Email templates also make sure that they adhere to the brand guidelines. For example, if an email needs to be sent to the user each time a service ticket is logged. This can be sent in one click if the template is defined.

 

Setting Up an Email Template

Navigate to the left menu >Settings > Templates.

All the email templates will be visible here.

Click on the Email SMTP Settings tab. 

Enter all the details and click on Update.

To activate email, go to Settings and check the boxes Active Email and Manually Email.

Click on Update.

 

Viewing Automated Email Templates

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

All email templates will be displayed here. 

You can check the Active checkbox to make it active.

In case you wish to edit anything, select the desired template and scroll to the right.

Click on Action > Edit.

Make changes to the template and click on Save & Exit.

 

Creating Email Templates

Navigate to the left menu >Settings > Templates.

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

Enter the details and click on Save.