Understanding Lead for Purchase

A “Lead for Purchase” is an opportunity for a Supplier for New Business for New Product or service requirement. 

Setting for Lead for Purchase

To enable the “Lead for Purchase” feature, you must have super admin privileges or the necessary permissions.

To initiate the “Lead for Purchase” 

Navigate to Settings.

Click on the third icon and select “Purchase.”

You will Land on Purchase Preference Page or Navigate to the Left Menu> PurchaseClick on Vendor

You will land on ‘Vendor Listing Page’

Now go to the Top Right Menu navigate to Three Dot Icon 

Choose “Purchase Preference.”

In Purchase Preference page check mark the box next to “Lead for Purchase” and then click on “Update“ to save your changes.

The “Purchase for Lead“ option will now be visible in the Purchase module.

Permission Required for  Lead for Purchase

To Add or upload or edit the “Lead for Purchase” feature, you must have super admin privileges or the necessary permissions.

To initiate the “Permission“ 

Navigate to Setting

Click on Users and Roles

Search the user or group

Click on Action icon against the user or group and select Edit

Go to permissions and allow permission for below

Manage Ticket List

Create Purchase Enquiry

Edit Ticket 

View Ticket

Manage Purchase Lead List (View All the Leads for Purchase)

Show Only Self Created Purchase Lead (View Only self created Leads for Purchase)

Show Only Self Owned And Hierarchy Wise Purchase Leads (View  self and Hierarchy Leads for Purchase)

Adding a New Lead for Purchase

Adding a New Lead for Purchase in AntMyERP is simple! You just need to input in their important information into one place. Here’s what you do.

You can add Lead for Purchases in two ways

Manually creating a Lead for Purchase from the Lead for Purchase Listing Page or Quick Add

Importing Lead for Purchase

Manually Creating Lead for Purchase from the Listing Page

Navigate to the  Left Menu > Purchase > Lead for Purchase 

You will land on Lead for Purchase Listing page.

Click the + Icon button on the top right corner of the page.Start filling the Lead for purchase form

Please enter all mandatory fields Such as Requester name,Branch,Assignee Name Priority and Title along with all the details of your Lead for Purchase. Please note that all fields marked in red are mandatory and must be filled.

After entering all the details, click Save. Ticket for Lead for Purchase will be generated.

Productivity Tool: You can add Lead for Purchase from the Quick Add icon on the top directly

Importing Lead for Purchase 

Navigate to Left Menu > Purchase > Lead for Purchase 

You will land on Lead for Purchase Listing Page

On Top Right Menu navigate to Three Dot Icon > Import

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

Note: You can upload 50 Lead for Purchases at a time. 

Exporting Lead for Purchase 

You cannot Export the Lead For Purchase in Excel or Any format from AntMyERP

Deleting Lead for Purchase

Please note : you cannot delete a Lead for Purchase once added in AntMyERP. You can Lost or Disqualify that Lead

Action on Lead for Purchase

Edit

Navigate to Left Menu > Purchase > Lead for Purchase 

You will land in Lead for Purchase Listing Page

Locate the Lead for Purchase in the Lead for Purchase list and click on the Edit option from the Action dropdown menu. Alternatively you can Right Click on the Lead for Purchase whom you want to Edit and select.

Make the necessary changes to the Lead for Purchase Tickets.

Save the updated information.

Followup

A lead is classified as a follow up when the vendor asks to be contacted at a later date. 

Navigate to Left Menu > Purchase > Lead for Purchase 

You will land in Lead for Purchase Listing Page

Locate the Lead for Purchase in the Lead for Purchase list and click on the Follow up option from the Action dropdown menu. Alternatively you can Right Click on the Lead for Purchase whom you want to Follow up and select

Enter  the Follow up date and time and click Save. This will be reflected under the Follow up option under the Lead for Purchase Tab.

Lost 

Lost lead” refers to a potential sales opportunity that did not materialize into a successful sale. This can happen for various reasons, such as the prospect deciding not to purchase, choosing a competitor’s offering, or encountering budgetary constraints

 Navigate to Left Menu > Purchase > Lead for Purchase 

You will land in Lead for Purchase Listing Page

Locate the Lead for Purchase in the Lead for Purchase list and click on the Lost option from the Action dropdown menu. Alternatively you can Right Click on the Lead for Purchase whom you want to Lost and select

select the reason for loss and enter the Remarks and then click on Save. This will be reflected under the Lost option under the Lead for Purchase tab. A Lead  cannot be retrieved, once it’s categorized as Lost.

Qualified

A lead is qualified when the  pricing and other terms are accepted. This is done in the following manner:

Navigate to Left Menu > Purchase > Lead for Purchase 

You will land in Lead for Purchase Listing Page

Locate the Lead for Purchase in the Lead for Purchase list and click on the Qualified option from the Action dropdown menu. Alternately you can Right Click on the Lead for Purchase whom you want to Qualify and Select

Enter details such As lead type Lead Funnel,Product and lead and save.This will Reflect in the Lead for Purchase List

Future

“Future lead” might refer to a potential sales opportunity that is anticipated to arise at a later date

Navigate to Left Menu > Purchase > Lead for Purchase

You will land in Lead for Purchase Listing Page

Locate the Lead for Purchase in the Lead for Purchase list and click on the Future option from the Action dropdown menu. Alternatively you can Right Click  on the Lead for Purchase whom you want to add in Future and Select.

Enter  the Future date and click Save.  This will be reflected under the Future option under the Lead for Purchase.

Disqualified

A “disqualified lead” refers to a potential sales opportunity that has been determined to be unsuitable for further pursuit or conversion into a customer. This determination is typically made based on specific criteria such as mismatched needs, budget constraints, or disinterest.

Navigate to Left Menu > Purchase > Lead for Purchase 

You will land in Lead for Purchase Listing Page

Locate the Lead for Purchase in the Lead for Purchase list and click on the Disqualified option from the Action dropdown menu. Alternatively you can Right Click  on the Lead for Purchase whom you want to add in Disqualified and select.

Select the reason for disqualification and click on save .A Lead  cannot be retrieved, once it’s categorized as disqualified. This will be reflected under the Disqualified  option under the Lead for Purchase.

Purchase Lead Expected order

Purchase Lead Expected Order”  indicate an anticipated order resulting from a purchase lead on that particular date.It suggests that a lead generated interest in purchasing a product or service, and an order is expected to be placed as a result of that lead. 

Navigate to Left Menu > Purchase > Lead for Purchase 

You will land in Lead for Purchase Listing Page

Locate the Lead for Purchase in the Lead for Purchase list and click on the Edit option from the Action dropdown menu. Alternatively, you can Right Click on the Lead for Purchase whom you want to Edit and Select.

Add the Order Expected Date and save

This will reflect on Vendor>Report>Purchase for Lead Order Expected