Vendor Statutory Document

Understanding Vendor Documents

The Vendor documents refer to the Statutory documents required by law for vendors or suppliers to conduct business. These documents may vary depending on the nature of the business, the industry, and the applicable regulations. Some common vendor statutory documents in India include GST Registration certificate, Pan Card Etc.

 

Adding a Vendor Documents

Adding a Vendor Document in AntMyERP is easy! You just need to put their important info into one place. You can add a maximum of 7  Vendor Documents in AntMyERP This will reflect in the statutory details of the vendor on  purchase order and contract. Here’s what you do.

Navigate to Left Menu > Purchase > Vendor 

You will land on the Vendor Listing Page

Locate the Vendor in the Vendor list and click on the Edit option from the Action dropdown menu. Alternatively you can Right Click on the Vendor whose Document you want to add by clicking Edit.

You will land  on that Vendor‘s Basic page

Click on Documents

Tick on the boxes to which you want to add the  details of the document

Add the details of the document. If you have Copy of of the document you can the upload the same by clicking on Choose file

After entering all the details, click Save.

 

Exporting Vendor Documents

Please note: that you cannot export the Vendor Documents information in Excel or any format from AntMyERP

 

Editing Vendor Documents

Navigate to Left Menu > Vendor > Vendor Listing Page > Locate Vendor > Edit

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

You will land on Vendor’s Basic Page. Click on Documents

Make the necessary changes to the Vendor details.

Save the updated information.

 

Vendor Contact Management

Understanding Vendor Contact

A vendor contact refers to the communication or interaction between a business or organization and a vendor, which is a company or individual that provides goods or services to the business. This contact may involve various aspects of the business relationship, including inquiries, negotiations, agreements, orders, deliveries, payments, and ongoing support or maintenance.

 

Adding a Vendor Contact

Adding a Vendor Contact in AntMyERP is easy! You just need to put their important info into one place. You can add any number of Vendor Contacts in AntMyERP. Here’s what you do.

You can add Vendor Contact in two ways

Creating Vendor Contact from the Vendor Listing page

Importing Vendor Contact

 

Creating Vendor Contact from Listing Page

Navigate to Left Menu > Purchase > Vendor 

You will land on the Vendor Listing Page

Locate the Vendor in the Vendor list and click on the Edit option from the Action dropdown menu. Alternatively you can Right Click on the Vendor whose Contact you want to add by clicking Edit.

You will land  on that Vendor‘s Basic page

Click on Contacts

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

Enter all mandatory fields along with all the details of your Vendor Contact person

After entering all the details, click Save.

Please Note. Fields  marked with Red are mandatory and has to be Filled

 

Importing Vendor Contacts

Navigate to Left Menu > Purchase > Vendor 

You will land on Vendor ‘s  Listing Page

Locate the Vendor in the Vendor list and click on the Edit option from the Action dropdown menu. Alternatively you can Right Click on the Vendor whose Contact you want to Import by clicking Edit.

You will land on that Vendor’s Basic page.

Click on Contacts

On the Top Right Menu navigate to Three Dot Icon > Import Contacts.

Read Instructions and Click Download Sample File  for your reference by clicking sample file.

Ensure that all the fields are mapped and filled correctly while adding your Vendor ‘s contact details.

Now go to the Top Right Menu and navigate to Three Dot Icon > Import Contact

Click on Arrow and select the file to be imported.

If all the data mentioned in the file is proper it will take 5 seconds to upload the data.

The Vendors’ contacts are imported in your AntMyERP to start the  transactions.

Note: You can upload 50 Contact details at a time

 

Exporting Vendor Contacts

Please note: that you cannot export the Vendor contact information in Excel or any format from AntMyERP

 

Editing Vendor Contact

Navigate to Left Menu > Vendor > Vendor Listing Page > Select Vendor > Edit

You will land on Vendor’s Basic Page.

Click on Contacts

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

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

Make the necessary changes to the Vendor details.

Save the updated information.

 

Managing Vendors Contact: Active and Inactive

Please note you cannot delete  contact as it is already added  in Users. You can inactive that contact

Navigate to Left Menu > Vendor > Vendor Listing Page > Select Vendor > Edit

You will land on Vendor’s Basic Page.

Click on Contacts

Locate the Contact in the Contact list with the help of Search and click on the Inactive option from the Action dropdown menu. 

Alternatively you can Right Click on the Vendor whom you want to Inactive.

This Contact will now move from Contacts to Past contact

Once a Vendor Contact is inactive, it will not reflect while making a new Purchase order or assigning the Service calls.

You can active this vendor contact again by going to past Contact Tab.

Past contact which show the list of Past employees of this vendor.

Click  ‘Reactive.’  from Action dropdown menu.Then you can start transacting with them as usual

 

Vendor Banks

Understanding Vendor Bank

Vendor bank details encompass essential information required for facilitating payments to a vendor, including the bank name, account number, IFSC code, and account holder’s name. These details are vital for ensuring accurate and secure transactions between businesses and vendors.

 

Adding a Vendor Bank

Adding a Vendor Document in AntMyERP is easy! You just need to put their important info into one place. 

Navigate to Left Menu > Purchase > Vendor 

You will land on the Vendor Listing Page

Locate the Vendor in the Vendor list and click on the Edit option from the Action dropdown menu. Alternatively, you can Right Click on the Vendor whose Bank you want to add by clicking Edit.

You will land  on that Vendor‘s Basic page

Click on Bank

Click on the  + icon on Right Top

Enter the bank’s IFSC code in the designated field and click on the Auto-IFSC code icon. The bank and branch name will be automatically populated

If an invalid IFSC Code is displayed or if the fields are not auto-populated,there’s a possibility that your bank may have opened a new branch that isn’t yet listed in our IFSC code database. Consequently, it may not be auto-populating. Please manually add the revised IFSC code, bank name, and branch name in the respective fields.

Fill in the Bank account number and select the type of bank account from Dropdown. You can also Upload the canceled cheque From Choose File

After entering all the details, click Save.

You can add multiple banks for this vendor using the same process.

 

Exporting Vendor Bank

Please note: that you cannot export the Vendor Bank information in Excel or any format from AntMyERP

 

Editing Vendor Bank

Navigate to Left Menu > Vendor > Vendor Listing Page > Select Vendor > Edit

Alternatively, you can Right-click on the Vendor whom you want to Edit.

You will land on the Vendor’s Basic Page.

Click on Bank

Click on the Action dropdown Menu of the bank you wish to modify and select “Edit.”

Make the necessary changes to the Vendor Bank’s details.

Save the updated information.

 

Deleting Vendor Bank

Navigate to  Left Menu > Vendor > Vendor Listing Page > Select Vendor > Edit

Alternatively, you can Right-click on the Vendor whom you want to Edit.

You will land on the Vendor’s Basic Page. 

Click on Bank

Click on the Action dropdown Menu of the bank you wish to modify and select “Delete.”

The message box will display Are you sure you want to delete?

Click on Yes

The Bank will be deleted

 

Vendor Business Area

Understanding Vendor Business Area

Vendor business area” typically refers to the specific category of products that a vendor specializes in selling, renting, or servicing. It represents a distinct business area, indicating the type of products or services that the vendor deals with. Understanding a vendor’s business area is crucial for businesses looking to engage with them, as it helps ensure that the vendor has the expertise and resources necessary to meet the specific needs.

 

Create a Vendor Business Area

Creating Vendor Business area in AntMyERP is easy! You just need to put their important info into one place.Here’s what you do.

Navigate to Left Menu > Purchase > Vendor 

You will land on the Vendor Listing Page

Locate the Vendor in the Vendor list and click on the Edit option from the Action dropdown menu. Alternatively, you can Right Click on the Vendor whose Business area you want to Create by clicking Edit.

You will land  on that Vendor‘s Basic page

Click on Business Area

Check mark the boxes corresponding to the Business areas, such as Sales, Rental or Service, for which this Vendor has expertise or deals. A Pop-up will be displayed. Add the brand with which this vendor deals or has expertise. You can add Multiple Brands.

 If this vendor has any specialization certificates, you can upload them by selecting  Choose File. Click on save

You can checkmark all the business areas. If the vendor has deals or expertise in other product categories, the same process will continue. 

Please note: These product categories and Brand displayed are those that have been added from the Masters.

 

Exporting Vendor Business Area

Please note: that you cannot export the Vendor Business Area information in Excel or any format from AntMyERP

 

Editing Vendor Business Area

Navigate to Left Menu > Vendor > Vendor Listing Page > Select Vendor > Edit

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

You will land on the Vendor’s Basic Page.

Click on Business Area

Make the necessary changes to the Vendor Business area.

 

Remove Vendor Business Area

Navigate to Left Menu > Vendor > Vendor Listing Page > Select Vendor > Edit

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

You will land on Vendor’s Basic Page.

Click on Business Area

Check mark the business area which you want to Remove

“Do you like to remove related data? A message box will appear.”

Click on I agree. The business area will be removed

 

Customer Activities

Understanding Customer Activities

Customer activities are the activities your employees do when interacting with a customer, like making Calls, Emails, Expenses, Meetings and Time Spent with this customer.

Understanding these actions helps businesses improve products and services to better meet customer needs.

You can view all the activities you have performed with your customer. You can also add any activities related to this customer from this page.