FAQ on Product Category
How do I inactivate a product category in AntMyERP?
In AntMyERP, it is not possible to set a Product Category as inactive block or delete it. However, you can block individual products that are associated with the product category. Here’s how you can block a product:
Log in to your AntMyERP account.
Ensure you have administrative, superadmin, or the necessary permissions to access the Settings section.
Navigate to the Settings area.
Within Settings, go to the “Masters” section.
Select “Sales CRM.”
Choose “Product.”
Search for the specific product you want to block.
Locate the product in the list and click on the action icon next to it. Then, choose “Edit.”
In the product editing interface, find the “Status” field and select “Block” from the dropdown menu.
Save the changes.
By blocking the product, it will no longer appear when you’re creating new Quotations, Challans, or Invoices.
Please note that while you cannot directly set a Product Category as inactive, you can achieve a similar result by ensuring that all the products within that category are blocked. This will effectively prevent those products from being used in new transactions.
How can I change the product category of a product in AntMyERP?
Log in to AntMyERP: Access your AntMyERP account by logging in with your credentials.
Check Admin Access: Ensure that you have admin, superadmin, or the necessary permissions to access the Settings.
Navigate to Settings: Once logged in, navigate to the Settings.
Access Masters: Within the Settings, locate and access the Masters section.
Select CRM Sales: From the available options, choose CRM Sales.
Choose the Product: Inside the CRM Sales locate the Product tab. Search for and select the specific product for which you want to change the category.
Initiate Editing: Identify the action icon next to the chosen product and click on it. Select the “Edit” function.
Make the Changes: In the editing interface, you’ll be able to modify the product details. Change the product’s category from the dropdown and then save the changes and exit.
Please note that once a product that has been assigned to a specific serial number category, it can be changed to another serial number category, but not to a category without serial numbers, and vice versa.
How can I add and view the product category hierarchy in AntMyERP?
Log in to AntMyERP: Access your AntMyERP account by logging in with your credentials.
Check Admin Access: Ensure that you have admin, superadmin, or the necessary permissions to access the Settings.
Navigate to Settings: Once logged in, go to the Settings section.
Access Masters: Within the Settings, locate and access the Masters.
Select CRM Sales: From the available options, choose CRM Sales.
Choose the Product Category: Click on the ‘+ Add’ button on the top.Add the Product category name.
Select Manage and track the category from the dropdown.
Choose the parent category to create a hierarchy.
Complete the remaining details and save the changes.
View the Product Category Hierarchy: An icon representing the product category hierarchy will be visible at the top of the product category index page
