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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.



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