FAQ on Organisation SetUp
How can I display my company’s logo on all transactions in AntMyERP?
Step 1: Accessing Organization Profile From the left-hand menu, navigate to “Settings.”
Step 2: Editing Organization Profile 2.
Select “Organization Profile” from the available options. Click on “Action” to proceed with editing.
Step 3: Basic Tab 4.
In the “Edit Organization” window, click on the “Basic” tab.
Step 4: Uploading Logo 5.
Locate the “Logo” section within the “Basic” tab. Click on “Upload Creator Logo” to initiate the logo upload process.
Step 5: Saving Changes 7.
After selecting the logo file from your computer, ensure it meets the specified image requirements (file type, size, etc.). Once the logo is uploaded successfully, click on the “Save” button to save your changes.
Step 6: Confirming Changes 9.
Your company’s logo is now attached to your organization’s profile and will be visible on all transactions within AntMyERP.
Can I delete or reset my organization in AntmyERP?
No, it is not possible to delete or reset an organization within AntmyERP. Once an organization is created, it cannot be deleted or reset due to system limitations. It’s important to ensure that your organization’s data and settings are carefully managed and maintained from the outset to avoid any unintended actions.
How do I add my organisation’s address to the invoice PDF in AntMyERP?
Adding Organization’s Address to Invoice PDF: Access Company Settings: Log in to your AntMyERP account. Navigate to the “Settings” section.
Edit Company Information: Within the “Settings” menu, find and click on your company name. This could be labeled as “Organization Profile” Click on the “Edit” or “Update” action associated with your company name.
Select Main Branch: Look for the “Branches” section. Choose the main branch that is associated with your organization.
Update Address: Once you’ve selected the main branch, you’ll likely see the address fields for the main branch’s location. Make the necessary changes or updates to the address to reflect your organization’s correct address. Save Changes.
How to add Sign and Stamp for quoation in AntMyERP?
To add a signature and stamp to quotations and other documents in AntMyERP, follow these steps:
Access Organization Setup: Log in to your AntMyERP account. From the left menu, click on “Settings.” In the “Organization Setup” section, locate and click on “Setting.”
Edit Action: In the “Setting” area, look for an “Actions” option. Click on it to proceed.
Access Basic Settings: Inside the “Actions” section, you might find options for different types of actions. For this purpose, you’re looking to enhance the “Basic Setting” action. Click on “Basic Setting” to access basic configuration options.
Edit Basic Configuration: In the Basic Setting action, you should be able to edit various fundamental settings. Look for a field labeled “Sign As Stamp.” This is where you can Upoad your company’s stamp with a signature Image with Supported file format: jpeg, jpg, png.
Add Company Stamp with Signature: In the “Sign As Stamp” field, upload or configure the image file containing your company’s stamp with a signature. This image will be reflected on various documents, including quotations, purchase orders, sale orders, invoices, and more.
Save Changes: After adding the company stamp with a signature, ensure that you save the changes you’ve made. By following these steps, you’ll successfully add a signature and stamp to various documents, such as quotations, in AntMyERP.