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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 online signature and online payment in 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?

Usage

​​​​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 online signature and online payment in 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 sales application?

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?