How to create Pickup Task?

 

Creating a Pickup Task with AntMyERP

AntMyERP simplifies the process of managing device pickups for rentals, demos, MPS, or loaned items. If a customer wants to return one or more devices, you can easily create a pickup task in the system.

To begin, go to Quick Add and select Pickup Task. The pickup form will open. Enter the customer’s name and AntMyERP will display all the devices associated with that customer’s branch.

If the customer wishes to return a particular device select it by ticking the checkbox and add it to the list. Then assign the employee responsible for the pickup (for example: Veena) and specify the pickup type whether it’s hand delivery or courier.

If it’s a hand delivery then schedule the pickup date and time and mention the name of the person who will perform the pickup. If you choose courier then the system will prompt you to enter courier details before saving.

Next, define the start date, due date, priority level and estimated completion time. Select the pickup status from the predefined master list and add any comments or messages if required. Once all details are entered, save the form to create the pickup task.

To track or review pickups, go to Operations → Inward Challan → Pickup Management. Here, you can view all pending and completed pickups, along with customer names, assigned employees, device serial numbers, and current statuses.

With AntMyERP, creating and managing pickup tasks is streamlined, transparent and efficient thus ensuring no device return goes unnoticed.