Time sheets Overview

Understanding Time Sheets

A timesheet in software is like a digital clock where you record how much time you spend working on different tasks or projects. It helps you keep track of your work hours and can be used by businesses to pay employees or bill clients accurately.

 

Adding a Timesheet from the creation page

Navigate to the Bottom Menu > Timesheets.

Click the + Icon button on the top right corner of the page.

Enter all fields as applicable along with all the details of your Time Sheet

After entering all the details, click Save or Save & Exit

 

Exporting Timesheet 

Navigate to Left Menu > Timesheet 

You will land on the Time Sheet Listing Page

Filter from the LIVE Search / Filter. Now you have filtered data which needs to be exported 

Now go to the Top Right Menu and navigate to Export Timesheets (Down Arrow) 

All your Time Sheets data will be exported as per the Search or Filter

All your Timesheets are Exported from your AntMyERP to Export. file

Note: Export can be done only by the users with permission from the admin.

 

View Time Sheets

Navigate to Left Menu > CRM Sales > Timesheet 

You will land in Time Sheet Listing Page

Locate the Employee in the Time Sheet list and click on the View option from the Action dropdown menu. Alternatively, you can Right Click on the Time Sheet that you want to View.

 

Editing Time Sheets

Navigate to Left Menu > CRM Sales > Timesheet 

You will land in Time Sheet Listing Page

Locate the Time Sheet in the Time Sheet list and click on the Edit option from the Action dropdown menu. Alternatively, you can Right Click on the Time Sheet that you want to Edit.

Make the necessary changes to the TimeSheet details.

Save the updated information.

 

Deleting Time Sheets

Navigate to Left Menu > CRM Sales > Timesheet 

You will land in Time Sheet Listing Page

Locate the Time Sheet in the Time Sheet list and click on the Delete option from the Action dropdown menu. Alternatively you can Right Click on the TimeSheet whom you want to Delete.

Confirm the deletion in the pop-up window.

Note: If a specific Time Sheet is deleted, it cannot be recovered.

 

Auto Fill of Time sheet from the user transaction

 

Service Ticket 

Service ticket which is executed via technician mobile app timesheet will automatically capture the log data of the Assignee. Even a timesheet will capture the time for Remote Call Assistance.

Lead

Lead ticket where the remarks are marked in the log time, timesheet will automatically capture the log data of the Assignee

Meeting

For meetings that are created in the Meeting tab, the timesheet will automatically capture the log data of the Organizer.

 

Associates and Partner Management

Understanding Associates

If you work with dealers or partners and need to easily see who’s managing which customers or who’s providing you with customer leads, our Associates functionality (Partner Management) solution is what you need.

You can easily see which dealers or partners are managing which customers, or which customers are managed by which dealers or partners.

 

Settings and Preferences for Associates

You need to enable the Partner Management if you want to use the Associates functionality in AntMyERP.

Navigate to Left Menu > Setting. 

Now go to the Left Menu navigate to Third Menu > Sales

Click on Sales Menu

Select the Partner Management for enable.

Click on Updates.

 

Add, View, Edit and Delete of Associates 

Please note that Add, View , Edit and Delete functions of associates are exactly the same for Customers.

 

Mapping Associate with the Customer

Navigate to Left Menu > CRM Sales > Customer 

You will lands in Customer Listing Page

Locate the customer in the customer list with the help of Live Search and click on the View option from the Action dropdown menu. 

Alternatively you can Right Click on the customer whom you want to Edit.

Add the associate name whom you want to map with this customer from the dropdown.

After entering all the details, click Save.

 

View which customer is mapped with which Associate.

Navigate to Left Menu > CRM Sales > Customer 

You will lands in Customer Listing Page

Locate the customer in the customer list and click on the View option from the Action dropdown menu. Alternatively you can Right Click on the customer whom you want to View customer associate.

If you want to make any changes to this customer associate, click on the Edit icon.

Go to the Associates Tab and you can see which associate is mapped with this customer.

 

View which associates manage how many customers.

Navigate to Left Menu > CRM Sales > Customer 

You will lands in Customer Listing Page

Locate the customer in the customer list and click on the View option from the Action dropdown menu. Alternatively you can Right Click on the customer whom you want to View customer associate.

If you want to make any changes to this customer associate, click on the Edit icon.

Go to the Associates Tab and you can see which customers  are mapped with these associates.

 

Remove Customers Associate

Navigate to Left Menu > CRM Sales > Customer 

You will land in Customer Listing Page

Locate the customer associate  in the customer list and click on the Edit option from the Action dropdown menu. Alternatively you can Right Click on the customer associate whom you want to remove. Associate field remove company name

Click on Save.

 

Announcement

Understanding Announcement

The Announcement feature in AntMyERP is a feature that allows the organisation to make an announcement internally.

Here are some common examples of announcements:

 

Announcements can be made for various events.

• For instance, if your company receives an award, they might want to share this news with all users.
• Similarly, if your company is organising events, they’ll want everyone to be aware of them.
• Announcements can also be used to celebrate employee birthdays.

 

Permissions

Announcements can be created only by the users who have the permission to do so. To provide the permissions, go to User & Permissions

 

Creating Announcement

Navigate to the left menu> HR> Team/ My HR/ Reports.

On the top bar that appears, click on the three dots.

Select the option Internal Announcement from the dropdown list that appears.

Click on the plus button.

A pop up window will appear. Enter the desired details.

Click on Save and Create.

 

Viewing Announcement

An announcement is visible as pop up to all the users logging into ERP after 11 seconds of its creation.

The other way to view Announcement is by navigating to the bottom menu> Announcement icon. A window will pop up with the announcement.

 

What’s New

Understanding What’s New

The What’s New feature in AntMyERP is a list of updates that have occurred in ERP.

 

Permissions

There is no permission required to use the What’s New feature. It is visible to all the users of AntMyERP

 

Viewing What’s New

When we add something new to the What’s New section, users will see it as soon as they log into the ERP system. It will show up as a pop-up notification.

The other way to view What’s New is by navigating to the bottom menu> What’s New icon. A window will pop up with all the latest updates.

 

Note: The users get to know what new features have been added and on which date. In case they wish to know more about it, they can always get in touch with the support team.

 

Service Checklist and To-Do

Understanding Service Checklist and To-Do

Service Checklist and To-DO, in the context of Service ticket management, is a checklist created for each ticket raised as it is connected with the problem selected. It encompasses all the activities required to resolve a specific ticket. This list is generated within the portal upon ticket creation and is accessible within the app under the respective ticket. Engineers utilize this to-do list to guide them through the steps necessary to address the issue at hand.

 

Adding a New Service Checklist and To-Do

Adding a New Service Checklist and To-Do in AntMyERP is simple! Below is the step-by-step process for creating a To-Do List:

Navigate to Settings > Masters > Service > To Do.

This action opens the list of existing To-Do items

Here, you can edit or delete existing lists as needed.

Click on the ‘+’ sign located at the top right-hand corner of the page.

This action will open the new To-Do page.

Enter the name of the To-Do List, 

Specify the Sub Header Name, which represents the sub-activity of the To-Do list.

Click on the ‘+’ button to add a sub-activity to the checklist.

For each sub-activity:

• Enter the activity name in the ‘To Do’ field.
• Select ‘Yes’ or ‘No’ for ‘To Do Required’ to indicate if the activity is mandatory.
• Choose ‘Yes’ or ‘No’ for ‘File Upload’ to specify if file upload is required.
• Specify ‘Yes’ or ‘No’ for ‘Remark’ and ‘Remark Required’ fields to indicate if remarks are mandatory.

Click on ‘Save and Exit‘ to save the To-Do.

 

Connecting Service Checklist and To Do to the Problem

Here are the steps to connect the To-Do list to the service ticket and specify mandatory activities:

To Link Service checklist and To do with Existing problem

• Go to Settings > Masters > Service > Problem.
• You will land on the problem Listing Page
• Search the Problem to which you want to  Link the To-do List
• Click on the action button located on the far right of the page.
• Select “Edit.”
• Choose the To-Do list.
• Click on “Save and Exit“

 

To link Multiple Problems to Service checklist and To do

• Go to Settings > Masters > Service > Problem.
• You will land on the problem Listing Page
• Check the checkbox against the Problems to be selected.
• Click the Tick box  above the Select column and choose “To Do.“
• Select the To-Do list from the drop-down in the pop-up.
• Click on “Save and Exit.“

 

To Link Service checklist and To do with New Problem

• Go to Settings > Masters > Service > Problem.
• You will land on the problem Listing Page
• Click on the ‘+’ sign at the page’s top right-hand corner.
• Enter a new name for the problem and fill in the required details.
• Select the product Categories related to the problem
• Choose the created To-Do list and Click on Save and Exit.

 

Editing Service Checklist and To-Do

• Go to Settings > Masters > Service > To Do.
• You will land on the To Do Listing Page
• Search the To-Do which you want to Edit
• Click on the action button located on the far right of the page.
• Select “Edit.”
• Make the necessary changes to the Service Checklist and To-Do details
• Click on “Save and Exit“

 

Deleting Service Checklist and To-Do

• • Go to Settings > Masters > Service > To Do.
  • You will land on the To Do Listing Page
  • Search the To-Do list that you want to Delete
  • Click on the action button located on the far right of the page.
  • Select “Delete”
  • As a message will appear Are you sure you want to delete?
  • You will not be able to recover this after delete.
  • Click on “Yes“

 

The appearance of the Service Checklist and To Do in the Service ticket 

Whenever a problem in a ticket is linked to a To-Do list, an additional tab will appear on the Ticket Detail page in the portal and mobile App alongside other tabs. Clicking on the To-Do tab will display the checklist created for the problem.

A red asterisk will indicate all fields marked as mandatory during list creation. Checking off each To-Do item will be reflected in the Activity tab. The ticket status cannot be marked as “Solved” and the ticket cannot be Closed until all items on the checklist under the To-Do tab are completed