How do I setup Metro ERP General Settings?
To setup Metro ERP General Settings, follow these steps:
1) Go to the General Settings by clicking on its icon in the main dashboard or using the application menu.
2) First will begin by explaining the purpose of the Users section in Metro ERP.
Users:-
The 'Users' or 'Active Users' section in the General Settings serves as a central hub for managing user accounts within the Metro ERP system. It allows administrators to oversee and control access to the platform by adding, removing, or modifying user accounts. This section also enables administrators to define user roles, permissions, and access levels, ensuring that each user has the appropriate rights to perform their tasks efficiently.
Invite New Users:-
The purpose of the "Invite New Users" feature in Metro is to facilitate the process of adding new users to the system. By entering the email addresses of individuals who need access to the Metro platform, administrators can send out invitations for them to create their accounts.
For detailed instructions on how to perform this operation, please refer to this link [How to create user in Metro ERP].
3) Next In the 'Companies' section of Metro, you can update information and manage your company details. This section provides essential tools for maintaining accurate company data and managing multiple entities efficiently.
For step-by-step instructions on how to create and update company information, please refer to [How to create and update company info in Metro ERP].
4) This 'Business Documents' section in Metro offers a versatile toolset for customizing the paper format of crucial documents such as sales reports, invoices, purchase orders, and delivery notes.
This feature empowers you to create visually appealing and standardized documents that leave a lasting impression on your customers and partners."
By clicking on the provided link beside the dropdown, you gain access to a range of customization options for setting the paper format according to your specific requirements. This includes adjusting parameters such as paper size, orientation, top, bottom, left, and right margins, as well as header spacing.
5) In the General Settings of Metro ERP, the "Backend Theme" section provides administrators with tools to customize the appearance and layout of the system backend interface.
Default Preferences: This option allows you to set the default theme preferences for your Metro system backend interface.
a. Sidebar Size: You can choose between "Small" or "Large" sizes for the sidebar in the backend interface.
b. Chatter Position: Defines whether the Chatter (comments and discussions) appears on the right or left side of the interface. Options include "Sided" or "Full".
Theme Colors: This feature enables you to set the main theme colors for the backend interface.
Menu Colors: Customize the colors of the main menu in the backend interface.
a. Menu Background: Sets the background color of the main menu.
b. Apps Color: Defines the color of the apps listed in the menu.
c. Apps Blend: Adjusts the blending mode for the apps listed in the menu.
Background Image: Allows you to set a background image for the apps menu in the backend interface.
6) Next The "Statistics Digest Email" feature in General Settings allows administrators to automatically send periodic emails with key metrics to selected recipients, including new users, by enabling a checkbox option. This facilitates easy dissemination of important statistical data, enhancing communication and transparency within the organization.
7) The "Discuss" section in General Settings serves as a hub for configuring communication preferences and tools within Metro ERP. Here's a breakdown of the key features within this section:
a.Weight UoM: Allows administrators to define the unit of measure for weight, choosing between commonly used options such as kilograms or pounds. This setting ensures consistency and accuracy in weight-related data throughout the system.
b.Volume UoM: Enables administrators to define the unit of measure for volume, selecting from options like cubic meters or cubic feet. This setting ensures uniformity and precision in volume-related measurements across various modules and processes.
The purpose of the "Discuss" section is to centralize settings related to communication and measurement units, providing administrators with the flexibility to customize these parameters according to their specific business requirements.
To get more details how to setup General settings in Metro ERP, please do contact us at support@metrogroup.solutions