FAQ on Service
How can the total number of service tickets for a customer be checked in AntMyERP?
Log in to AntMyERP.
Navigate to the Service Module: Go to the Service module.
Access Open Service: Click on “Open Service.”
Select Total Service from Dropdown: Choose “Total Service” from the dropdown menu.
Perform Search:
Click on the “Search” button.
Enter Client Name:
Type the client’s name in the “Requester Company” tab and initiate the search.
Retrieve Data:
The relevant data will be displayed.
Download as Excel:
To download the data in Excel format, click on the download icon located at the top
How can I generate a report of closed service tickets in AntMyERP?
Log in to AntMyERP.
Navigate to the Service Module: Access the Service module.
Access Open Service: Click on “Open Service.”
Select Total Service from Dropdown: Choose “Total Service” from the dropdown menu.
Perform Search: Click the “Search” button.
Choose Closed Status and Date Range: Select “Closed” from the dropdown menu in the status tab. Then, enter the desired date range for searching closed calls. You can also refine your search by adding additional details like Requester Company and Engineer Serial Number.
Initiate Search: Click on the “Search” button to retrieve the data.
Download as Excel: To download the data in Excel format, click on the download icon located at the top.
Is there an issue with tracking the location of a specific employee in the “Service Engineer Location Report”?
The issue might arise because the “Is Service Designation?” checkbox was not marked during the Designation creation process. To rectify this:
Log in to AntMyERP.
Ensure that you have Admin, Super Admin, or the necessary permissions to access Settings.
Navigate to Settings: Go to the Settings section.
Access Masters: Click on “Masters.”
Select HR: Choose the HR option.
Click on Designation: Find and click on the relevant Designation.
Edit Designation: Edit the Designation details.
Check “Is Service Designation?”: Locate the “Is Service Designation?” checkbox and mark it.
Save Changes: Save the changes.
This should resolve the issue and allow for accurate tracking in the Service Engineer Location Report.
Why Is it not possible to locate the TCL report in AntMyERP?
Log in to AntMyERP.
Navigate to the Service module.
Click on the “Reports” section.
You will find that the report has been renamed to “Priority and Service Report” and “Detail Service Report.”
Why is only the total service data for the current month visible in AntMyERP’s Nutshell section? How can I view service data from other months and their associated calls?
Log in to AntMyERP.
Navigate to the “Service” section.
Access the “Reports” tab.
Click on the “Total Nutshell Report.”
Utilize the search option to look up data based on your required date range and click on search button.
The details you need will be displayed.
How can I input printer counter or meter readings in AntMyERP?
Log in to AntMyERP.
Proceed to the Service Module.
Click on “Reports.”
Select “Counter Report.”
Search for the specific serial number. Click on the “Action” button and then select the “+” sign.
Enter the counters.
Choose the date and month for which you want to input the counter.
If a counter report is available, you can upload and save it. This will add the counter for the selected month.
For adding counters to multiple printers in bulk:
a. Click on “Upload CSV” at the top.
b. Click on “Click here for sample file” to get the Sample file.
c. Fill in the Excel file with the printer serial number and counters of the printer.
d. Once the file is prepared, click on “Upload CSV.”
e. Select the date and Month for counter input, then click on the upload icon. Choose the file and save.
