FAQs

ERP FAQs Grants FAQs

ERP FAQs

What is an ERP system and why is it used?

ERP software focuses on integrating business processes into a single, streamlined database and user interface by providing modules for each core business area, including human resources, financials, inventory management, sales, customer relationship management, and other business-critical functionalities.

The systematic and consistent flow of business data and information across all departments in a company is one of the direct effects of installing an ERP solution. Having access to this real-time data helps you to make better business decisions and guarantees that all information and data is accurate and up to date.

 Planning an ERP implementation begins with a precise formulation of the business objectives, working with the company's subject matter experts to map out the many specific qualities the organisation needs to achieve. Following identifying business objectives, we will critically link the business processes that fulfils these goals to the technology solutions.

Moving IT infrastructure and applications to the cloud minimises the need for in-house support and lowers the cost of server hardware for many businesses. Cloud-based ERP makes it simple to scale up or down functionality and users as needed. Users may join from any internet-connected web browser or device, and the solution is always up to date with the newest version of the software thus making it easier to share information across regions or locations. And because all server maintenance is done remotely by the Metro Group staff, the SaaS option frees up your IT staff for other projects.

Metro provides a SaaS (Software as a Service) cloud hosting solution, which allows clients to access their server in various ways and at different times. However, some businesses may not be ready to hand over security to a third party and instead want an on-premise solution, which is OK with us. We're one of the few software companies that can provide our clients freedom while still providing on-premise ERP solutions. We can assist you in making a decision based on your specific organisational needs.

 Can I export all my data out from MetroERP whenever I wish?

Yes, you may. This is done by first selecting all items you wish to export, then clicking on Action and finally clicking  on Export to select what data you wish to export of the items you have selected. 

Grants FAQs

  For companies looking for more support, they undertake deeper transformation in business upgrading, innovation, and internationalisation.

Companies keen to apply for the Enterprise Development Grant (EDG) should meet these criteria:

  • Be registered and operating in Singapore

  • Have a minimum of 30% local shareholding

  • Be in a financially viable position to start and complete the project

The Enterprise Development Grant (EDG) funds up to 70% of qualifying costs for SMEs and up to 50% of qualifying costs for non-SMEs. Grant applications will be assessed on Group Revenue and Group Employment Size. Refer to the specific project categories for any other eligibility conditions.

The Enterprise Development Grant (EDG) supports projects under three pillars:

Core Capabilities

Projects under this pillar help businesses prepare for growth and transformation by strengthening their business foundations. Five areas supported include business strategy development, financial management, human capital development, service excellence, and strategic brand and marketing development.

Innovation and Productivity

Projects under this pillar support companies that explore new areas of growth or look for ways to enhance efficiency. Three areas supported include automation, process redesign, and product development.

Market Access

Projects under this pillar support Singapore companies willing and ready to venture overseas. Three areas supported include Mergers and Acquisitions (M&A), pilot project and test-bedding, and standards adoption.

This is for companies looking to kick-start their adoption of technology with pre-qualified IT solutions and equipment that enhances productivity

To support firms looking to achieve productivity gains through a wide range of pre-scoped solutions, including IT solutions, equipment, and consultancy services (e.g. job redesign)

Enhanced PSG support level of up to 80% to be extended from 30 September 2021 to 31 March 2022

SMEs can apply for PSG if they meet the following criteria:

Registered and operating in Singapore

Purchase/lease/subscription of the IT solutions or equipment must be used in Singapore

Have a minimum of 30% local shareholding; with Company's Group annual sales turnover less than S$100 million, OR less than 200 employees (for selected solutions only)

  For companies looking to take their business overseas, the MRA includes:

  • Support for overseas market set-up.

  • Identification of overseas business partners.

  • Overseas market promotion.

  • Companies should meet the following criteria:

  • Business entity is registered/incorporated in Singapore

New market entry criteria, i.e. target overseas country whereby the applicant has not exceeded S$100,000 in overseas sales in each of the last three preceding years

At least 30% local shareholding

Group Annual Sales Turnover of not more than S$100 million; OR Company's Group Employment Size of not more than 200 employees

Eligible SMEs will receive the following support:

Up to 70% of eligible costs, capped at S$100,000 per company per new market* from 1 April 2020 to 31 March 2023 that covers:

  • Overseas market promotion (capped at S$20,000)

  • Overseas business development (capped at S$50,000)

  • Overseas market set-up (capped at S$30,000)

Each application is limited to one activity in a single overseas market (e.g. market entry, or participation in a trade fair)

  For companies looking to embark on enterprise transformation and develop capabilities of employees.

In each of the qualifying periods, eligible employers who meet the following conditions will be notified in writing:

Have contributed at least S$750 Skills Development Levy over the period.

Have employed at least three Singapore Citizens (SCs) or Permanent Residents (PRs) every month over the same period

Have not been qualified at any of the earlier periods.

Eligible employers will receive a one-off S$10,000 credit to cover up to 90% of out-of-pocket expenses on qualifying costs for supportable initiatives, over and above the support levels of existing schemes.

Sales management FAQs Purchase management FAQs

Sales management FAQs

Yes definitely. Help us providing list of the payment method you are going to use. We will add it for you. In future if you want to add more you can follow these below steps:

Step 1: Go to "Configuration --> Payment methods" from the header
Step 2: Click on "Create" and add new payment method and save it
Step 3: Click on the three dots from the POS listing page
Step 4: Click on settings
Step 5: Scroll down a bit and come to "Payment methods" section
Step 6: Select the new payment method that you have added from the dropdown
Step 7: Save it

Yes, possible. you can add customer from sales page. Just click on "Add customer" and add customer details. Save it once done.  

Add product/s first. Then add discount product and customise the discount percentage/fixed amount. 

You can generate duplicate receipt very easily from MetroERP POS system. Just click on "All orders" button. Select the particular order and click on "Print" button. Get the duplicate receipt.

After closing the POS. Go to "Reporting --> Sales details". Select from and to date & time and click on print. Your daily sales report will be generated.  

Purchase management FAQs

Our solutions offer "Back order" and "No backorder" functionalities. If you don't want to deliver the remaining products then select "No backorder" instead of "Back order" 

 There is two different ways to add vendor in your list.

  1. You can add your vendor manually one by one

  2. You can import list of vendors

    To add manually:
    Go to "Purchase" --> Click on "Vendor" --> Click on "Create" button --> Add vendor details --> Click on "Save" button

    Import vendor list:
    Go to "Purchase" --> Click on "Vendor" from header --> Click on "Favourites" --> Click on "Import" --> Upload the excel file (.xls) --> Click on "Import" button. Vendor details will be imported.  

If a purchase or sales order created our system will create all corresponding documents for your company. All you need to do is just check and confirm the documents are correct and perform validations

You can product very easily. you will just need to follow some steps:
Step 1: Click on "Product -->  Products", add product details like selling cost, purchase cost, taxes, Unit of measurement and also discount either in percentage or in fixed type discount. and once any quotation gets created it will automatically reflected.

You can set vendor/supplier pricelist very easily with MetroERP purchase management system. To set you need to do this following steps:
Go to "Configuration" from header --> Click on "Vendor pricelist" --> Set vendor name, select product, set unit price, set quantity etc...
Now at the time of creating purchase quotation, when you will select that particular vendor and product that seted price will automatically will appear in your quotation.

You can set vendor/supplier pricelist very easily with MetroERP purchase management system. To set you need to do this following steps:
Go to "Configuration" from header --> Click on "Vendor pricelist" --> Set vendor name, select product, set unit price, set quantity etc...

Now at the time of creating purchase quotation, when you will select that particular vendor and product that seted price will automatically will appear in your quotation  

Project management FAQs CRM system FAQs 

Project management FAQs

MetroERP project management system can be used in any type of industry regardless of the industry size. It will basically help to track of multiple operation dividing by different stages.

You can easily calculate project profitability once you successfully created an invoice. It is important to check profitability for any project to see if the project is profitable or no longer needed. You will be just need to follow these below steps:

Create invoice --> Register payment --> Go to project dashboard (Kanban view) -->  Click on vertical three dots on particular project section --> Click on "Project updates" --> Click on kanban view (Top-right corner). Now you will get profitability details along with total sold.

Once you successfully assigned a person to any project, you just need to hover over that person's name and you can see there is a link. Click on the link it will open a chat window where you can text / chat with that particular person.
Also, there is second way if you want to send any message to all of your followers then just click on "Send message" section and tag to whom you want to send the message. 

We will set-up SMTP for it. When any task will be changed to one state to another, you will get notified.

Yes you can restrict project visibility. There is a field "Allowed internal user". You can add those persons here to whom you want to give visibility.

It's very simple and easy. You will just need to check the checkbox while creating a project. Now while creating tasks, you can see "Timesheet" tab and keep adding details there.

CRM system FAQs 


Yes, it is possible to assign same salesperson into multiple sales teams. Our solutions provides some configuration settings from where you can set-up that. 

 Yes, our solutions provides an chat interface where you can chat with your salesperson easily. You only need to click on name of the salesperson and chat window will be opened automatically. 

Yes, it is possible to see the total cost. In each stage you can see the total cost. For that you just need to encode the cost of each opportunity properly. Our system will automatically calculate the total cost and will display stage wise. 

Inventory management FAQs Accounting management FAQs

These terms of service ("Terms", "Agreement") are an agreement between the website ("Website operator", "us", "we" or "our") and you ("User", "you" or "your"). This Agreement sets forth the general terms and conditions of your use of this website and any of its products or services (collectively, "Website" or "Services").

  You can create sales team very easily with our solutions. Go to CRM dashboard --> Click on "Configuration --> Sales Team" --> Click on "Create" button --> Add details --> Save it.

 Once lead is created, you can even make the lead to opportunity just by one click. Just click on the lead and you can see "Convert to opportunity" button. Click on that button and your your lead will be converted to opportunity.

Inventory management FAQs

  We provide a customised approach on reporting. From reporting, you can see "Forecasted inventory" report. Here in this section, you will be able to see detailed report of product demand even filtered by monthly/weekly etc.

 We provide a customised approach on reporting. From reporting, you can see "Forecasted inventory" report. Here in this section, you will be able to see detailed report of product demand even filtered by monthly/weekly etc.

You can use barcode in different operation related to inventory. You can add barcode on product level. You can add barcode with product, location, operation type etc... You can print from configuration --> settings.

Replenish method is used to maintain stock. It ensures that there is sufficient quantity of stock is available. There is a menu in header "Replenishment" from where you can set replenishment rules. 

Yes, it is possible to set product expiry date. You can set is by doing following steps:
Go to inventory dashboard --> Click on configuration --> Click on settings --> scroll down and come to inventory section --> Activate checkbox of "Expiration date".  

Maximum of the companies may have multi-warehouse. Make sure you have enabled multi-step routes and selected storage location. Then you just need to follow the below steps:
Go to inventory dashboard --> Click on "Configuration --> Warehouse" --> Create (Add warehouse details) --> Save it.

Accounting management FAQs

 We provide a wide range of reports. It includes balance sheet, profit & loss, general ledger, partner ledger, cash flow statement, check register, trail balance, analytic report, budget analysis, invoice analysis etc...

Asset management mainly focus on the depreciation for each period. You can configure the asset in following ways:
Go to accounting dashboard --> Click on "Accounting" from the header --> Click on "Assets" --> Click on "Create" button. Add the all necessary details and save it. Now data will be computed automatically and it will be posted. 

How I can get analytic report? 

You will get analytic report from MetroERP very easily. You just need to do these following:
Click on "Reporting" menu from the header --> Click on "Analytic account" under management section. 

Charts of accounts are used to define any company's financial asset, liabilities and transactions. 

 You can create payment terms by doing these following:
Click on "Configuration" --> Payment terms --> Click on "Create" button. 

You can get lots of journals from MetroERP accounting system. These are Sales, purchase, bank, cash etc..

Point of Sale FAQs Point of Sale user-guide

Point of Sale FAQs


Yes definitely. Help us providing list of the payment method you are going to use. We will add it for you. In future if you want to add more you can follow these below steps:

Step 1: Go to "Configuration --> Payment methods" from the header
Step 2: Click on "Create" and add new payment method and save it
Step 3: Click on the three dots from the POS listing page
Step 4: Click on settings
Step 5: Scroll down a bit and come to "Payment methods" section
Step 6: Select the new payment method that you have added from the dropdown
Step 7: Save it

Can I add customer while billing?

Yes, possible. you can add customer from sales page. Just click on "Add customer" and add customer details. Save it once done.  

Add product/s first. Then add discount product and customise the discount percentage/fixed amount. 

You can generate duplicate receipt very easily from MetroERP POS system. Just click on "All orders" button. Select the particular order and click on "Print" button. Get the duplicate receipt.

After closing the POS. Go to "Reporting --> Sales details". Select from and to date & time and click on print. Your daily sales report will be generated. 

 

Point of Sale user-guide