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User Guide - Metro Sales Management

  ​How do I set up discount in sales application?

   ​How do I configure and set up pricelist in sales application?

  ​ ​How do I set up coupons & promotions in sales application?

  ​ ​How do I configure the sales quotations terms and conditions in sales application?

​​ ​How do I configure the sales invoice terms and conditions in sales application?

  ​ ​How do I set up shipping method in sales applications?​

   ​How do I configure the Invoice policy in sales application?​​

   ​How do I set up default quotation validity in sales application?​

   ​How do I set up an online signature in the sales application?

   ​How do I configure product configurator feature in sales application?

   ​How do I configure the product packagings feature in sales application?

   ​How do I configure different addresses for the delivery and invoice to a customer in sales application?

   ​How do I configure product variants in sales application?

   How do I configure the product attributes in sales application?

  ​How do I configure the quotation templates in sales application?

   ​How do I set up different units of measure in sales application?

   ​How do I enable the pro-forma invoice for customers in sales application?

   ​How do I enable the sale warnings or alerts feature in sales application?

   ​How do I enable the option lock confirmed sale orders in sales application?

   ​How do I configure variant grid entry in the sales applications?

   ​How do I configure sales team in sales application?

​​How do I enable delivery incoterms in sales application?​

​How do I configure unit of measure categories in sales application?


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How to create a quotation in sales application?

​ ​​How to send a quotation to customer via email?  

​ ​​How to create a sale order from the quotation?

​ ​​ ​​How to use a quotation templates in sales application?

​​How to create an invoice from the sale order?

​​​How to use payment terms in sales application?

​ ​​How to create a customer in sales application?

​ ​​How to manage different addresses for the delivery and invoice to a customer in sales order?

​​​​ ​​How to lock and unlock the sales order?

   ​How to use a customer in sales application?

  ​How to create a product in sales application?

  ​How to create multiple addresses for a customer in sales application?

   ​How to update the Shipping and Invoicing Addresses on a customer's sales order?

​​How can I add a Section and Note to the Sales Quotation?

   ​How to Manage Delivery Dates in sales applications?

   ​How to use Downpayment Options during invoicing in the sales application?

   ​How to use Product Packaging in sales order?

   ​How to use the Product Configurator in sales order?

   ​How to create product variants in sales application?

   ​How to use product variants in sales application?

   ​How to apply discount in sales application?

   ​How to apply pricelist in sales application?

   ​How to use coupons & promotions in sales application?

   ​How to use the shipping method in sales application?

   ​How to use the Invoicing Policy in sales application?

   ​How to use the customer signature feature in sales application?

   ​How to use the default quotation validity in sales application?

   ​How to use the sales quotations terms and conditions in sales application?

​ ​​How do I use the sales invoice terms and conditions in sales application?

​How to use an online signature in a sales application?

​​ How can we sort the quotations in descending order in sale application?

​​How can we create a product variant grid entry?

   ​​How to create new activity for a quotation?

​​​​How to use the 'Send message' feature in sales application?

​​How to use the 'Log note' feature in sales application?

​​ ​​How to use the 'Followers' feature in sales application?

​​​How to add attachments to the sales order or quotation in sales application?

​ ​​How to return the invoiced product in sales application?

​​ ​How can we block or set a warning for a product to prevent its sale?

  ​How to create an invoice for an order when the delivered quantity is lesser than the ordered quantity?

 ​ How to create an sales team in the sales application?

   ​How to list sale quotations or sale orders in ascending and descending order based on the date?

​​How to filter the customer with most purchases in sales application?

​​​How do I filter sale orders by the year of sale in sales application?

​​How to import the previous sales data into the sales application?

​​ How can I retrieve the details of sales orders for a specific date in sales application?

   How to use different units of measure in sales application?

​How to use pro-forma invoice in sales application?

​​​ ​How can I view all the sales orders that are ready to be invoiced in sales application?

​​​How to use delivery incoterms in sales application?​

​​How to export sales orders data from sales application?

​​​​How to create duplicates of sales orders or quotations in sales application?

​How to cancel a sales orders in sales application?​

​​How to confirm a sales order from a quotation in sales application?

​​​How to use 'Group By' features in sales application?

​​How do I edit or update a quotation sequence in the sales module?

​​How to apply fixed discount in sales application?

​​​How to add/upload your Signature?


​How to share digital sale quotation to customer via WhatsApp?


​How to use quotation e-signature?


​​How to import multiple pricelists in the sales application?​

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​​How to use product tags in sales application?


​​​ ​How do I configure a sales quotation report in the system?


​​​How do I configure a picking slip report in the system?


​​How can you easily track your sales margins?


​​ ​How can I apply discounts to sales order lines in the sales module?


​​How do I search for contacts using their mobile number and address in MetroERP?


​ ​​How do I cancel and delete an invoice in MetroERP?


​​How do I find the link from an invoice to the related sales order in MetroERP?


​​​ ​How to archive and unarchive pricelist in the sales application?


​​​How to update product pricelist?


​​​​How to create pricelist?


​​How do I enable Sales Quotation Auto Sent checkbox in sales module?


​​How the quotation can be created and how it will look in print out too?


​​How do I Quotation follow up?


​​How to assign a salesperson in a Sales Quotation?

 

​​ ​​​​How to share digital sale Invoice to customer via WhatsApp?


​​​How can customers be assigned a pricelist?


​​How do I Create and Manage Progressive Quotations in the Metro Accounting System?


​​​How to replenish the Stock on Demand (Sale Order)?


​​How to create a return from a Delivery Order in Metro Accounting System?


​​​What is the process to modify a delivery order in Metro Accounting System?


How to Handle Advance Payment (Without Delivery) & Close the Sales Order in MetroERP?


​How can I import existing Sales Quotation data in Metro Accounting System?


​How can I Enable and display a Column that is not Showing in the Order Line in MetroERP?


​How to Update Sales Prices for All Products in MetroERP?


​How can we Export Sales Descriptions and Images to an Excel Sheet?


​​How to Create a Delivery Order (DO) from a Sales Order in Metro Accounting System?