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​How do I setup Metro ERP Inventory application Settings?

To setup Metro ERP Inventory application Settings, follow these steps:

1) Go to the Inventory application by clicking on its icon in the main dashboard or by using the application menu.


2) Navigate to the Configuration >> Settings menu of the Inventory modules.



3) The screenshot provided shows the "Operations" section under the Inventory Settings in Metro ERP. Here's an explanation of each option available in this section:


Packages

  • Put your products in packs: Allows you to pack your products in various types of packages like parcels, boxes, etc.

Batch Picking

  • Process transfers in batch per worker: Enables batch processing of transfers by each worker.

Warnings

  • Get informative or blocking warnings on partners: Enables warnings when certain conditions are met with partners (e.g., vendors or customers).

Picking Policy

  • When to start shipping: Sets the policy for when to start shipping products.
  • Ship products as soon as available: This option ensures that products are shipped as soon as they are available in the inventory.

Reservation

  • When to reserve sold products: Defines when products should be reserved for sales orders.
  • Immediately after sales order confirmation: Products are reserved right after the sales order is confirmed.
  • Manually or based on automatic scheduler: Products can be reserved manually or based on a predefined schedule.


4) The screenshot provided shows the "Shipping" section under the Inventory Settings in Metro ERP. Here's an explanation of each option available in this section:


    Email Confirmation

    • Send an automatic confirmation email when Delivery Orders are done: Sends an email confirmation to customers when their delivery orders are completed.

    SMS Confirmation

    • Send an automatic confirmation SMS when Delivery Orders are done: Sends an SMS confirmation to customers when their delivery orders are completed.
    • SMS Template: Allows you to set and edit the template for the SMS.

    Customer Signature

    • Allow customer signature on delivery orders: Enables the collection of customer signatures upon delivery.


    5) The screenshot provided shows the "Products" section under the Inventory Settings in Metro ERP. Here's an explanation of each option available in this section:

      Delivery Order Product Description

      • Set the product description on the delivery order to be the same as the product description set in the sale order line: Ensures consistency in product descriptions across documents.

      Units of Measure

      • Sell and purchase products in different units of measure: Allows handling of products in various units of measure for sales and purchases.


      6) The screenshot provided shows the "Traceability" section under the Inventory Settings in Metro ERP. Here's an explanation of each option available in this section:

        Lots & Serial Numbers

        • Get a full traceability from vendors to customers: Enables tracking of products through lot numbers and serial numbers.

        Consignment

        • Set owner on stored products: Allows setting ownership of products in consignment.


        7) The screenshot provided shows the "Valuation" section under the Inventory Settings in Metro ERP. Here's an explanation of each option available in this section:


          Landed Costs

          • Adds additional cost (transport, customs, ...) in the value of the product: Incorporates additional costs like transport and customs into the product's value.


          8) The screenshot provided shows the "Warehouse" section under the Inventory Settings in Metro ERP. Here's an explanation of each option available in this section:

          Storage Locations

          • Track product location in your warehouse: Enables tracking of where products are stored within the warehouse.

          Multi-Step Routes

          • Use your own routes: Allows the use of custom routes for product movement within the warehouse.


          9) The screenshot provided shows the "Advanced Scheduling" section under the Inventory Settings in Metro ERP. Here's an explanation of each option available in this section:

          Security Lead Time for Sales

          • Schedule deliveries earlier to avoid delays: Adds buffer time to scheduled delivery dates to prevent delays.

          Security Lead Time for Purchase

          • Schedule receivings earlier to avoid delays: Adds buffer time to scheduled receiving dates to prevent delays.

          Days to Purchase

          • Days needed to confirm a P.O. before a P.O. should be validated: Sets the number of days needed to confirm a purchase order before it is validated.

          This comprehensive settings page allows users to customize and optimize various aspects of inventory management in Metro ERP.


          To get more details how to setup Inventory settings in Metro ERP, please do contact us at  support@metrogroup.solutions