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How can I Create a Company as an Account Partner?

​In Metro, a company can become an Account Partner by being assigned as a customer, supplier, or both in the system. Here's how you can set this up:

1) First, log in to the system by providing your credentials.


2) Once logged in, Click on Settings app in the main dashboard.




3) Navigate to the Users & Companies >> Companies from Settings.


View the Companies Dashboard.




4) Click on Create to add a new company.



View the add a new company form.





Company Information Section:

This section is used to enter company details:

Company Name: A text field to enter the name of the new company.

Company Logo: A placeholder for uploading the company’s logo. Clicking it allows you to upload an image.




The screenshot appears to display a portion of the company configuration form in Metro ERP. Here's a detailed explanation of each field and its purpose:

Tabs:

  • The tabs at the top (e.g., General Information, Fiscal Localization, e-Invoice, Onboarding Setting, Corporate Secretarial Document Info) represent different sections of the company configuration settings. The currently selected tab is General Information.

Fields in the Form:

  1. Address:

    • Street: Field for add the primary street address of the company.
    • Street 2: add additional field for a secondary line of the address (e.g., apartment or suite number).
    • City: Field for add the city where the company is located.
    • State: Dropdown field for selecting the state or province.
    • ZIP: Field for add the postal or ZIP code.
    • Country: Dropdown field for selecting the country of the company.

  2. Phone:

    • Field to add the company's primary phone number.

  3. Email:

    • Field to add the official email address of the company.

  4. Website:

    • Field to add the company's website URL (e.g., https://www.website.com).

  5. Token:

    • Field to add an integration or API token if required for external integrations or services.

  6. GST No:

    • Field to add the company’s GST (Goods and Services Tax) number, applicable if the company operates in regions with GST.

  7. Company Registry:

    • Field to add the company’s registration number, as provided by the local business registry.

  8. Currency:

    • Dropdown for add the default currency used by the company (e.g., SGD for Singapore Dollar).

  9. Parent Company:

    • Field for specifying the parent company if the organization is part of a larger corporate structure.

Tabs for Additional Settings

  • General Information → Default tab that includes basic details like address, phone, and email.
  • e-Invoice → Likely related to electronic invoicing settings.
  • Onboarding Setting → Possibly contains configurations for onboarding employees or customers.

Action:

"Save" Button → This saves the new company details.

"Discard" Button → This cancels the creation process and discards any entered data.

"Register in Peppol" Button → This is an additional feature that allows registering the company in the Peppol network for e-invoicing.

Note: Once the new company is created successfully, we can select it as the active company.

 

Now, click on the ‘Install Chart of Accounts’ button to install it.”

The Chart of Accounts has been installed successfully.


 ​To get more details on how can I create a company as an account partner, please do contact us at  support@metrogroup.solutions