Metro ERP Purchase Onboarding Guide
To configure your Metro ERP purchase settings for the onboarding process, follow these steps:
1) Access the Purchase module: You can access the Purchase module from the main dashboard: Click on the Purchase Application icon. (Refer below to the screenshot.)
2) The initial onboarding setup options for your Purchase system can be found in the Purchase dashboard. (Refer below to the screenshot.)
3) Set Up Purchase Terms and Conditions
Begin by clicking the "Configure TC" button within the Purchase Terms and Conditions setup section. This will launch the "Purchase Terms and Conditions" dialog.
Display standard terms and conditions on Pales 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.
Users can edit and update their purchase terms and conditions. Click Here:
Fill out all the fields in the form and click on the "Apply" button, then this step is displayed with Looks great! stage.
4) Now, click on the "Customize" button from the RFQ Layout setup and view the "RFQ Layout" dialog.
This section allows you to customize RFQ layouts, report headers, footers, and other configurations. Tailor these settings to your specific needs and click on the "Apply" button. This step is displayed in the Looks great! stage.
Here, you can enter your desired RFQ option in the provided layout. Utilize this tool to tailor the visual presentation of your documents. Choose from a variety of layout templates, paper formats, colors, fonts, and logos to craft a unique appearance. Additionally, incorporate your company tagline and customize the footer content for your documents. Metro ERP seamlessly integrates your company's contact details, including phone number, email, website URL, and Tax ID (or VAT number), as per the settings you've established in the company data. This module contains a set of colorful designs. The end user can configure the RFQ fields easily. You have to activate developer mode for this. This report is only available in English language.
It is also displayed under the Reports Configuration Settings page. For more information on updating your RFQ report in the future, Click Here:
5) Now, click on the "Customize" button from the Purchase Order Layout setup and view the "Purchase Order Layout" dialog.
This section allows you to customize Purchase Order layouts, report headers, footers, and other configurations. Tailor these settings to your specific needs and click on the "Apply" button. This step is displayed in the Looks great! stage.
Here, you can enter your desired Purchase Order option in the provided layout. Utilize this tool to tailor the visual presentation of your documents. Choose from a variety of layout templates, paper formats, colors, fonts, and logos to craft a unique appearance. Additionally, incorporate your company tagline and customize the footer content for your documents. Metro ERP seamlessly integrates your company's contact details, including phone number, email, website URL, and Tax ID (or VAT number), as per the settings you've established in the company data. This module contains a set of colorful designs. The end user can configure the Purchase Order fields easily. You have to activate developer mode for this. This report is only available in English language.
It is also displayed under the Reports Configuration Settings page. For more information on updating your PO report in the future, Click Here:
6) Now, click on the "Customize" button from the Bill Layout setup and view the "Bill Layout" dialog.
This section allows you to customise Bill layouts, report headers, footers, and other configurations. Tailor these settings to your specific needs and click on the "Apply" button. This step is displayed in the Looks great! stage.
Here, you can enter your desired Bill option in the provided layout. Utilize this tool to tailor the visual presentation of your documents. Choose from a variety of layout templates, paper formats, colors, fonts, and logos to craft a unique appearance. Additionally, incorporate your company tagline and customize the footer content for your documents. Metro ERP seamlessly integrates your company's contact details, including phone number, email, website URL, and Tax ID (or VAT number), as per the settings you've established in the company data. This module contains a set of colorful designs. The end user can configure the Bill fields easily. You have to activate developer mode for this. This report is only available in English language.
It is also displayed under the Reports Configuration Settings page. For more information on updating your Bill report in the future, Click Here:
7) Now, click on the " Create First Vendor " button from the Create First Vendor, and view the "Create First Vendor" dialog
Fill in the Basic Information.
- Name: Enter the name of the vendor.
- Company: If applicable, select or enter the company name.
- Address: Fill in the address details, such as street, city, state, zip code, and country.
- Tax ID: Enter the tax id number.
- Job Position: Enter the job position
- Phone: Enter the phone number.
- Mobile Number: Enter the mobile number
- Email: Enter the email address.
- Website: Enter your website URL.
- Title: Enter the title details.
- Tags: Add any tags if needed for categorization.
- Image: Upload a profile picture for the vend if desired.
Fill out the fields as per your needs in the form and click on the "Apply" button. This step is displayed in the Looks great! stage.
Creating a vendor in Metro ERP involves setting up a partner (which can be a customer, supplier, or both) and configuring the necessary settings to ensure the vendor displays the relevant information. Here is a step-by-step guide Click Here: More Info
8) Now, click on the "Send Sample" button from the Create Your First RFQ setup, and it will redirect to the New Create RFQ page.
Fill out the fields as per your needs in the form and click on the "Save" button. This step is displayed in the Step Completed! stage.
The user has completed the final step of the Create Your First RFQ setup, indicating that the Purchase Onboarding process has been completed successfully.
You can click on the closed icon so Purchase Onboarding panel has been closed or removed from the sales dashboard page.
In Metro ERP, creating a Request for Quotation (RFQ) is a streamlined process designed to facilitate procurement by inviting suppliers to bid on goods or services. This process begins by navigating to the Purchase module, where users can generate a new RFQ by filling in essential details such as the supplier's information, products needed, quantities, and delivery dates. Metro ERP's intuitive interface ensures that all pertinent information is captured accurately, allowing for efficient management and tracking of supplier responses. Once completed, the RFQ can be sent directly to suppliers via email, helping businesses to obtain competitive pricing and optimal terms. Click Here: More Info
To get more details how to setup Purchase Onboarding Guide in Metro ERP, please do contact us at support@metrogroup.solutions