Metro ERP Sales Onboarding Guide
To configure your Metro ERP Sales settings for the onboarding process, follow these steps:
1) Access the Sales module: You can access the Sales module from the main dashboard: Click on the Sales application icon. (Refer below to the screenshot.)
2) The initial onboarding setup options for your sales system can be found in the sales dashboard. (Refer below to the screenshot.)
3) Set Up Sales Terms and Conditions
Begin by clicking the "Configure TC" button within the Sales Terms and Conditions setup section. This will launch the "Sales Terms and Conditions" dialog.
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.
Users can edit and update their sales terms and conditions. Click Here: More Info
Fill out all the fields in the form and click on the "Apply" button, then this step is displayed with Step Completed! stage.