Autodesk API Integrations for Product usage, Renewal Management and Customer Onboarding
Our integration acts as a link, keeping your information up to date regardless of where it originates from. Our clients can use this API Integration to reduce errors, address data conflicts and increase overall data correctness. It is designed specifically to address data discrepancies between our ERP system and our client’s data.
Sales Dashboard at User level and Organisation level
Our valued clients have the power to effortlessly oversee the sales performance of individual team members or the entire team in real-time. Thanks to this real-time data, identifying top performers and guaranteeing order precision becomes a breeze. This powerful tool has the potential to significantly enhance your team’s productivity by streamlining operations. In short, it’s your key to analyzing not just the sales process but all processes connected to your sales efforts.
Track warranty from website under Return Merchandise Authorization
This integration helps our clients display the data on ERP on their website. Any kind of data like product listings, inventory updates etc. are presented with utmost accuracy with the help of this integration. With this we can bid goodbye to manual entries and elevate the website with on-point data.
Create Multiple Templates of Proposal under Favorite
Our clients can easily repeat recurring quotations for their customers using our novel approach. Simply check the ‘Is Favorite Proposal’ box to copy the data. As templates, they can save numerous favorite quotations. Simply copy one, add client information, make any necessary modifications to the items and Save.
Sales Order Dashboard at User Level and Organizational Level
Now our clients can easily track and evaluate sales orders for individuals or teams. They can discover top performers and assure order correctness with real-time data. By streamlining activities, this technology significantly increases team productivity. It eases sales order fulfillment to onboarding using Sales Order Task Management.
Management Report on Sales Analysis
Our clients can simply find their top clients, top sales performers and best-selling products using this tool, which includes names and stats. They make use of this information to fine-tune their success techniques. To gain access to this report, follow these steps: Navigate to ‘CRM Sales’, then to ‘Report’ and finally to ‘Management Sales Report’. It’s a simple approach to boost your sales!
Form Builder for Purchase Order, Invoice and Delivery Notes
Formulating the Purchase Order, Invoice, Inward Outward Challan and printing them the way User feels is now made possible with the Form Builder Feature. This option allows one to hide any field, apart from the mandatory ones in the mentioned Modules. By this, One can choose even the Non Mandatory Fields to be entered, Viewed and Displayed at the time of Printing.
July 25, 2023
A two way integration process where an information can be exchanged between the Service Now Platform and AntMyERP Portal. This feature automates vision in Integrating things more smoothly. Adding on, it reduces the manual work with the aid of digital workflow. This feature thereby aims at creating an ideal User Experience.
Advance Goal Management
Advance Goal Management feature allows one to set target to the sales team for a specified period through the financial year. It can be set monthly, quarterly, half yearly or yearly thereby the goal reports can be seen for the target achieved with respect to the target set. There are multiple graphical reporting formats which gives the user goal report and one can analyze the team’s performance and formulate strategies for effective sales and Service Management.
Serial Number Global Search
AntMyERP provides a new feature of Serial Number Global Search where a User can check the data relating to a specific machine just with the use of keyboard shortcut Alt + S. This functionality aims at reducing the man work also by providing a faster and easiest way of accessing the required details.
Return Merchandise Authorization ( RMA )
Manage your complex process of Return Material Authorization (RMA) for B2B and B2C in a robust way. India’s Best Service ERP for Field Service Management aiming at procuring the efficient control and visibility for your every Business Process with three major parameters being the customer experience from submission to return, Shipment management and entire RMA Process visibility.
The software allows an E- invoice system where the user can create invoices electronically for the Sales business on the common GST Portal. Under the electronic invoicing system, an identification number and simultaneously QR Code will be issued against every invoice by the Invoice Registration Portal and thereby enhancing the feasibility for the Clients to pay faster and managing the Business flow effectively.
November 8, 2021
Inward Quality Check
Inward Quality Check manages the quality check of the products received once the customer contract is over. This generally happens in the rental business, which enables users for Pickup Management of devices by automatically sending the device for quality check for future customer opportunity or requirement. Post this, the device is automatically added to the inventory for future possible transaction.
October 8, 2021
Sales Order Management
AntMyERP helps you completely automate the sales order process, where you have visibility of sales orders pending to be executed by the operation and supply chain team. This gives complete order summary reports which helps in timely procurement and in turn helps in timely customer delivery of the orders.
August 18, 2021
Request for Quotation
Through Any My ERP, the purchase team can make request for quotations from different vendors and perform the cost and feature analysis for best purchase. This makes the purchasing activity more cost effective and helps you make best informed purchase decision on your purchase needs.
July 9, 2021
Purchase Requisition feature helps the purchase team in making Purchase Requisition Request to the Management. This helps the team to have timely stock availability for the sales process. Proper planning of purchase starts with the purchase requisition, and once that is approved by management the PO can be given to the vendor for procurement.
June 3, 2021
Lead For Purchase
A vendor can be our supplier and can be our client as well. Many companies which do e-waste management can effectively manage their purchase as their sales process. Hence the leads for purchase can be managed with ease with this features. You can manage multiple leads for purchase the way you manage the Sales leads.
May 20, 2021
Form Builders for Quotation
Making quotation and viewing them the way you wish is now possible with Form Builder option. This allows you to hide fields in the quotation form apart from the mandatory ones. You can choose for the fields to be entered, to be viewed and to be displayed at the proposal document while printing. By this, you get options to enter, view and print in the quotation for the non mandatory fields.
April 18, 2021
Paper License Business Process Management
Paper License Business Process Management feature is used when you deal with software licensing for different software products, which is issued to many users with a same 1 key to it. So the user can manage multiple licenses for 1 key and accordingly manage the outward and billing for the same.
March 19, 2021
Complete Vendor Management is effectively handled by the software in allowing you to mange your vendors for purchase. You can manage your vendors for the product service complaint calls, who attend calls on your behalf. Similarly you can also manage repairs for the device and get reporting for the repairs they do for you.
January 18, 2021
Predictive Preventive Maintenance
AntMyERP creates automated Preventive Maintenance tickets for customer’s PM dues. It captures PM frequency details in the contract you select for your particular customer device/ products or services. Based on customer contracts the Service CRM creates automated PM tickets.
November 9, 2020
Timesheet allow you to plan your daily activities and maintain a record of that. It defines the time allocated by the employees on their daily task. It helps you know the details of the time spent by the employees and see their daily to do list. It can as well be created in advance, hence planning your day is made easier.
October 17, 2020
Call Logging by Serial Number
AntMyERP allow the user to log service complaint call by the serial number of the products. The service ticket can be tracked by their serial number and all activities related to that serial number can be seen in the service ticket. Serial number wise call logging helps you track individual serial number breakdown calls, spare parts used for repair and the complete activities performed for the serial number device.
September 8, 2020
Check list in Service Management
Checklist or to do parameter can be set for the serial numbers while the engineer attend the service calls. This forms a mandatory parameter for the Technicians to follow while on service complaint call. They need to submit the relevant reports and remarks against the checklist once it is done. This helps in effective service management and as well in Customer Satisfaction.
August 6, 2020
Auto Call Assignment
The software auto assigns the service tickets to the engineers who are at the nearest location to the customer location. This auto assign feature in service ticket management is an automated and robust process, aiding in minimal manual intervention of manually assigned service calls. The nearest Service Engineer will be assigned for the task and it can as well be transferred to other Engineer in account of his unavailability.
June 17, 2020
Auto Mileage Expense Voucher
Our GPS-based Mobile App feature, captures the employee’s location and distance thereby creating an error-free Mileage Expense voucher post every service call. Thus ensuring in Automatic generation of expense vouchers which goes for 2 way approval by the management.
May 20, 2020
Site Verification Management
Site Verification or feasibility check can be performed for specific business requirements. Most likely to be used in telecom and networking domain where site is checked for the future possibility of getting the products installed in that particular location.
April 16, 2020
For the leads who needs a site feasibility check, a ticket on service feasibility is created, where the engineer visits the site, check for the device feasibility and gives his remarks and upload reports and images relevant to the site check. This can be managed through the service feasibility ticket process through the mobile apps.
March 17, 2020
Improve your sales strategies and marketing plans with the Competition Analysis of AntMyERP. This feature allows you to improve your product line in offering new Technology by improving the Strategical planning by understanding the sales loop holes thereby increasing the scope of improvement in Business.
December 18, 2019
Profitability Insight feature aims at managing various Business sectors by providing a clarity on the Breakdown calls and in analyzing the device movement history whether it is Fast moving, Slow moving or Non moving. The unique serial number wise tracking aims at easing the work efficiently and accurately. It as well gives insights on report based on Stock status wise for every item.
November 8, 2019
Multi Currency feature allows one to choose the type of Transaction based on Currency the customer and supplier does the transactions with ; like INR, Dollar and many more. This feature aims at maximizing the chance for the Customers and Suppliers to be versatile in Sales and Service Business functions.
October 18, 2019
Managing multiple documents has made easier with the use of AntMyERP. The software maintains a record of every document and template uploaded at an ease. These documents cannot be deleted and hence are very securely maintained in the system. Hence you can ensure easy access anytime on Sales or Service activity.
September 9, 2019
Automated Expense Management aims at making the task easier for the accounts team in Tracking and Monitoring the expense vouchers created by the service engineers. AntMyERP is a One Stop Solution to Control and Automate your Expenses with visibility of its Accuracy.
August 7, 2019
Our unique Inventory Management allows you to build a device out of various Spare Parts. Inventory Spare Management helps in tracking each stock/ product and spare location for all your branch offices. The built product can either be sold or rented out. AntMyERP helps you manage your core business of Sales and Rental your way.
May 20, 2019
Lead Management User Defined Features
User Defined Features can be built in AntMyERP according to customer’s need. Once the work flow and the documents relating the feature add-on has been shared to the team, the Timelines for the same would be placed in order to procure a transparency. The customers would be assisted with the Implementation and post that as well.
April 3, 2019
Assets Issues to Employees
Complete asset tracking is done through the software, where the company can anytime track the status of the assets issued to the employees. These assets can be consumed at the customer location while at work. The management has a 360 degree visibility of all devices issues to the employees in aiding the HR processes if the employee is terminated.
March 12, 2019
HR module in the software allows easy attendance marking facility. It also allows you to manage leaves, expenses, and generate salary slips for your employees. The rules for attendance, office timing, shifts, overtime and bonus can be defined in the system, which has its effects in the salary slip generated.