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Business Profile

Direct Link: https://app.meroerp.com/customer/customers

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Settings > Business Profile. This will redirect you to Business Profile page.
  3. Select the option you would like to view or edit. The options available are
    1. General Information
    2. Address
    3. Social Media Accounts
    4. Contact Information
    5. Branches
    6. Stores
    7. Contact Persons
    8. Bank Accounts
    9. Invoice Setting
    10. Estimate Setting
    11. Invoice Return Setting

Update General Information​

Direct Link: https://app.meroerp.com/apps-settings/business-profile/companies/general-company-information-detail

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General Information has following options:

  1. Name
  2. *Display Name
  3. Company Type
  4. Established Date
  5. Business Type
  6. PAN Number
  7. VAT Number
  8. Website
  9. Description

Update Address​

Direct Link:https://app.meroerp.com/apps-settings/business-profile/companies/company-address-detail

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Address has the following options:

  1. *Address Line 1
  2. *City
  3. District
  4. Country

Add / Update Social Media​

Direct Link: https://app.meroerp.com/apps-settings/business-profile/companies/company-social-media-accounts-detail

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Social Media has the following options:

  1. Facebook
  2. Instagram
  3. Linked In
  4. Skype
  5. Viber
  6. Twitter
  7. Whatsapp
  8. Youtube

Update Contact Information​

Direct Link: https://app.meroerp.com/apps-settings/business-profile/companies/company-contact-information-detail

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Contact Information has the following options:

  1. Primary Contact Number
  2. Mobile Contact Numbers
  3. Primary E-mail Address
  4. Home Contact Numbers
  5. Primary Fax Number
  6. Office Contact Numbers

View Branches​

Direct Link: https://app.meroerp.com/apps-settings/business-profile/companies/company-branches

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View Stores​

Direct Link: https://app.meroerp.com/apps-settings/business-profile/companies/company-stores

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View Contact Persons​

Direct Link: https://app.meroerp.com/apps-settings/business-profile/companies/general-company-information-detail

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Add Contact Person​

Direct Link: https://app.meroerp.com/apps-settings/business-profile/companies/company-contact-persons

Contact Person has the following options:

  1. *First Name
  2. *Last Name
  3. Designation
  4. Active Status
  5. Primary E-mail
  6. Primary Co. No.
  7. *Address Line 1
  8. *City
  9. District
  10. Country

View Bank Accounts​

Direct Link: https://app.meroerp.com/apps-settings/business-profile/companies/company-bank-accounts

Bank Accounts has the following options:

  1. *Account Holder Name
  2. *Account Number
  3. Bank Name
  4. Bank Branch Name
  5. Bank Branch Address
  6. Bank Account Type
  7. *Country
  8. Account Currency
  9. Active Status
  10. Verify Status
  11. Account Currency
  12. Note

Add Bank Account​

Direct Link: https://app.meroerp.com/apps-settings/business-profile/companies/company-bank-accounts

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View / Update Invoice Setting​

Direct Link: https://app.meroerp.com/apps-settings/business-profile/companies/company-invoice-setting-detail

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Invoice Setting has the following options:

  1. Invoice Prefix
  2. Invoice Note
  3. Invoice Terms
  4. Invoice E & OE
  5. Invoice Footer

View / Update Estimate Setting​

Direct Link: https://app.meroerp.com/apps-settings/business-profile/companies/company-estimate-setting-detail

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Estimate Setting has the following options:

  1. Estimate Prefix
  2. Estimate Note
  3. Estimate Terms
  4. Estimate Footer

View / Update Invoice Return Setting​

Direct Link: https://app.meroerp.com/apps-settings/business-profile/companies/company-estimate-setting-detail

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Invoice Return Setting has the following options:

  1. Invoice Return Prefix
  2. Invoice Return Note
  3. Invoice Return Terms
  4. Invoice Return Footer