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.

 

Transaction Approval

Understanding Transaction Approval

Your employees can make transactions and send them for approval after you set up transaction approvals for your business. The person who has approval access can check the transactions and make changes before they are approved. This keeps any mistakes from happening in the transactions.

AntMyERP comes with built-in Approval Management Systems that make it easy for you to handle various transaction approval processes and Approval workflows, such as approving quotations, leave requests, purchase orders, and sales orders.

 

Settings

Navigate to the left menu > Settings.

Click on CRM Sales > Quotation.

Under the quotation settings, Check the Quotation approval box.

Click on Update.

 

Using Transaction Approval 

Navigate to the left menu > CRM Sales > Quotations

Click on three dots, Click on Proposal authorization.

Default setting can be seen here. Select Default.

Select the employee that has to approve. 

Second option is the Product category and the third is the business wise category. 

Select any option and Click Update. 

Note: Until the select number of employees has given the approval, it cannot be shared with the customer. 

It will now be shown in the pending quotation index view. 

 

Approval System

Understanding Approval System

Your employees can make transactions and send them for approval after you set up transaction approvals for your business. The person who has approval access can check the transactions and make changes before they are approved. The automated approval system keeps any mistakes from happening in the transactions.

AntMyERP comes with built-in Approval Management Systems that make it easy for you to handle various transaction approval processes and Approval workflows, such as approving quotations, leave requests, purchase orders, Expense vouchers, and sales orders.

 

Settings

Navigate to the left menu > CRM Sales > Sales

The sales order Index will open.

Click on three dots, Click on Sales Settings > Sales Order

Under Sales Preferences settings, 

Turn on the Enable Sales Order Approval System

Click on Update.

 

Set the Approval Process for Sales order

Navigate to the left menu > CRM Sales > Sales

The sales order Index will open.

Click on three dots, Click on Sales Settings > Sales Authorization Order

Under Sales Order Approval Preference, The sales order is seen business wise. 

Select the Number of employees that are needed to keep authorization here.

Next, Select Any if any one employee is enough for approval. Then, Select the number of approvals needed

and click Update.

Under the sales option, select Authorization Pending. 

Note : All the sale orders that are yet to be approved are seen here. 

To give approval, go to the action Parameter and the approve or reject option will be visible. 

Once approved, it will be visible in the Sales order (pending) so that the execution team can approve it. 

 

Set the Approval Process for purchase Order

Navigate to the left menu > Purchase > Purchase Order

The Purchase Order Index will open.

Click on three dots, Click on Purchase Settings > PO Authorization

Under Purchase Order Approval Preference, The sales order is seen business wise. 

Select the Number of employees that are needed to keep authorization here.

Next, Select Any if any one employee is enough for approval. Then, Select the number of approvals needed

Then, Click on PO to see authorization and if any PO has been made. 

Under this, you can view, accept, or reject options for the pending approval.

This way, the authorization of PO can be turned on. 

 

Settings

Navigate to the left menu > Purchase > Purchase Order

The Purchase Order Index will open.

Click on three dots, Click on Purchase Settings 

Under Purchase Preferences settings, 

Turn on the Enable Purchase Order Approval System

Click on Update.

 

Set Approval Process for Spare Parts 

Navigate to the left menu >Service > Request spare 

The Service spare part Index will open.

Click on Spare parts, and Select Spare part pending

Note: here, you can see how many spare parts requests have come in that are yet to be approved. 

Click on the Action button to Approve or Reject.

A pop up will appear when you select reject. Here, give a reason for rejecting a spare part. Click Save. 

If you approve it, a pop up will come and you can select whether it’s chargeable or Non- Chargeable. 

 

Set Approval Process for Leave 

Navigate to the Left menu > HR > My HR

Click on Leave tab and select Leave Status 

The status of the leave will be seen here. 

From the Select option, Give Approval or reject from here.