How do I setup Metro ERP Sales application Settings?
To setup Metro ERP Sales application Settings, follow these steps:
1) Go to the Sales application by clicking on its icon in the main dashboard or by using the application menu.
2) Navigate to the Configuartion >> Settings menu of the sales modules.
3) First will begin by explaining the purpose of Units of Measure in the Product Catalog section in Sales application.
Units of Measure:-
The "Units of Measure" in Metro ERP's Sales application lets you sell and purchase products using different units beyond the default one. It offers flexibility in adapting to diverse customer needs and supplier offerings. With multiple units for sales, purchases, and inventory, operations become streamlined, transactions are more accurate, and inventory management improves.
For detailed instructions on how to configure unit of measure in sales app, please refer to this link [How do I set up different unit of measure in sales application].
3) Next Is the Online Signature and Online Payment in the 'Quotations & Orders' section of Sales application.
Online Signature:- The Online Signature feature allows customers to electronically sign orders for confirmation, replacing traditional paper signatures.
Online Payment:- The Online Payment enables customers to securely make payments online to confirm orders, streamlining the payment process.
4) Then comes Quotation Templates and Customer Addresses in the 'Quotations & Orders' section of Sales application.
Quotation Templates:- The "Quotation Templates" feature allows users to create standardized offers with default products. This means you can set up templates for commonly used products or services, along with their respective pricing and terms. When creating a new quotation, you can select a template to quickly populate the quote with the predefined products and details, saving time and ensuring consistency across quotes.
Customer Addresses:- The "Customer Addresses" feature enables users to select specific invoice and delivery addresses for each customer. This is particularly useful when dealing with customers who have multiple locations or when you need to send invoices or deliver goods to different addresses. By selecting the appropriate addresses, you ensure accurate billing and delivery, improving customer satisfaction and reducing errors in the sales process.
5) Default Quotation Validity and Sale Warnings settings.
Default Quotation Validity:- The "Default Quotation Validity" feature allows users to set a default validity period for their quotations. This means that when creating a new quotation, the system automatically assigns a predetermined validity period to it. For example, if you set the default validity to 30 days, all new quotations will be valid for 30 days unless manually adjusted. This feature helps ensure that quotations are kept relevant and accurate, as it prompts users to review and update them within the specified timeframe. It also provides clarity to both the seller and the customer regarding the timeframe within which the quoted prices and terms are applicable.
Sale Warnings:- The "Sale Warnings" feature provides users with warnings in orders related to products or customers. These warnings can be configured to alert users about specific conditions or situations that require attention or consideration. For example, a warning might be triggered if an order contains a product that is out of stock or if a customer has a history of late payments. By receiving these warnings, users can take appropriate actions to address potential issues and mitigate risks, such as adjusting the order, contacting the customer, or updating inventory levels. This feature helps improve decision-making and customer service by proactively identifying and addressing issues before they escalate.
6) Pro-Forma Invoice, Lock Confirmed Sales and Sales Quotation Terms & Conditions feature in sales settings.
Pro-Forma Invoice:- Generate and send pro-forma invoices to customers, providing detailed estimates of costs and terms before the actual sale transaction occurs, allowing customers to review and approve orders before finalizing the purchase.
Lock confirmed Sales:- Prevent editing of sales orders once they have been confirmed, ensuring order accuracy and integrity by restricting modifications after confirmation, which helps maintain data consistency and order reliability.
Sales Quotation Terms & Conditions:- Display standard terms and conditions on sales orders, providing clarity and transparency to customers regarding the terms of the sale, and allowing businesses to communicate important contractual or legal information effectively. Additionally, businesses can customize these terms and conditions to meet their specific requirements and policies.
7) Delivery Methods and Incoterms feature in sales settings.
Delivery Methods:- Calculate shipping costs for orders based on configured delivery methods, providing accurate shipping cost estimates to customers and facilitating transparent pricing in the sales process.
Incoterms:- Display International Commercial Terms (Incoterms) on orders and invoices, specifying the responsibilities and obligations of buyers and sellers in international trade transactions, ensuring clarity and consistency in the terms of sale across global business operations.
To get more details how to setup Sales settings in Metro ERP, please do contact us at support@metrogroup.solutions