User

List Users

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. You can view the following information of each user.
   1. Name
   2. Contact No
   3. Email
   4. Date Joined
   5. User Type Icon
      1. Individual / Company Icon
      2. Customer / Vendor / Employee
   6. Created At

Search User

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Apply the required filters. The filters available are
   1. Predefined/Manual dates
   2. User Name
   3. User Type
   4. Active Status
   5. Verified Status
4. Click on Apply filters.
5. Search for the user from the results and select the user that matches your keywords.

View User

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Find and select the user you would like to view. This will redirect you to that user detail page.
4. You can view the following details of each user
   1. General Profile
   2. Personal / Company Detail
   3. All Address
   4. Contact Detail
   5. Contact Person
   6. Bank Accounts
   7. Account Settings
   8. Employee Profile
   9. Customer Profile
   10. Vendor Profile

General Profile

View General Profile

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user of which you would like to view general profile.
4. On the left options, click on General Profile.

Update General Profile

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user of which you would like to update general profile.
4. On the left options, click on General Profile.
5. Make changes in the field that is required:
   1. Email
   2. Contact Number
   3. Alternate Contact Numbers
   4. Tax No.
   5. Is Active Checkbox
   6. Is Verified Checkbox

Personal / Company Detail

View Personal / Company Detail

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user of which you would like to view personal/company detail.
4. On the left options, click on Personal / Company Detail. You can view the following informations.
   1. For Personal
      1. *First Name
      2. Middle Name
      3. *Last Name
      4. *Title
      5. Bio
      6. Note
   2. For Company
      1. Name
      2. *Business Name
      3. Legal Name
      4. Short Name
      5. Established Date
      6. Company Type
      7. Industry
      8. Registered Date
      9. Registration No.
      10. Objectives
      11. Note
      12. Vat Number
      13. Pan Number

Update Personal / Company Detail

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.

2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.

3. Select the user of which you would like to update personal/company detail.

4. On the left options, click on Personal / Company Detail. You can update the following informations.

   1. For Personal

      1. *First Name
      2. Middle Name
      3. *Last Name
      4. *Title
      5. Bio
      6. Note

   2. For Company

      1. Name
      2. *Business Name
      3. Legal Name
      4. Short Name
      5. Established Date
      6. Company Type
      7. Industry
      8. Registered Date
      9. Registration No.
      10. Objectives
      11. Note
      12. Vat Number
      13. Pan Number

All Address

View Addresses

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Find and select the user of which you would like to view addresses.
4. On the left options, click on All Address. You can view all the different addresses you have added.

Add Address

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user of which you would like to add addresses.
4. On the left options, click on All Address. You can view all the different addresses you have added.
5. Click on Add. Add User Address popup will appear.
6. Fill in the required fields.
   1. *Business or Person Name
   2. *Contact Number
   3. Alt Contact Number
   4. Email
   5. *Address Line 1
   6. Address Line 2
   7. *City
   8. *Country
   9. State
   10. District
   11. Nearest Landmark
   12. Checkboxes
       1. Default Shipping Note: If checked will be set this address as Default Shipping Address.
       2. Default Billing Note: If checked will be set this address as Default Billing Address.
       3. For Temporary
       4. For Private
       5. For Return Note: If checked will be set this address as Default Return Address.

Edit Address

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user of which you would like to edit address.
4. On the left options, click on All Address. You can view all the different addresses you have added.
5. Find the address you would like to edit and click on -Edit- of that address. Update User Address popup will appear.
6. Update the necessary fields.
7. Click on Update Address.

Delete Address

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user of which you would like to delete address.
4. On the left options, click on All Address. You can view all the different addresses you have added.
5. Find the address you would like to delete and click on -Delete- of that address.
6. A confirmation poup will appear. Click on Ok.

Contact Detail

View Contact Detail

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user of which you would like to view contact detail.
4. On the left options, click on Contact Detail.

Update Contact Detail

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user of which you would like to update contact detail.
4. On the left options, click on Contact Detail then click on Update. Update Contact popup will appear.
5. Make necessary changes and click on Update.

Contact Person

View Contact Persons

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user in which you would like to view contact persons.
4. On the left options, click on Contact Person. You can view all the contact persons added.

Add Contact Person

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user in which you would like to add contact person.
4. On the left options, click on Contact Person. Then click on Add Contact Person +.
5. Add contact Person poup will appear.
6. Fill in the required fields:
   1. *First Name
   2. *Last Name
   3. *Address Line 1
   4. *City
   5. Primary Email
   6. Primary Contact Number
   7. *Country
   8. Active Checkbox
   9. Viber

Edit Contact Person

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user in which you would like to edit contact person.
4. On the left options, click on Contact Person. You can view all the contact persons added.
5. Locate Actions panel. Find the contact person you would like to edit. Click on that person's action panel then select Update.
6. Update Contact Person popup will appear.Make necessary changes in the form.
7. Click on Update.

Delete Contact Person

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user in which you would like to delete contact person.
4. On the left options, click on Contact Person. You can view all the contact persons added.
5. Locate Actions panel. Find the contact person you would like to delete. Click on that person's action panel then select Delete.
6. A confirmation poup will appear. Click on Ok.

Bank Accounts

View Bank Accounts

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user in which you would like to view bank accounts.
4. On the left options, click on Bank Accounts. You can view all the bank accounts added.

Add Bank Account

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user in which you would like to add bank account.
4. On the left options, click on Bank Accounts. Then click on Add Bank Account +.
5. Add Bank Account poup will appear.
6. Fill in the required fields:
   1. *Account Holder Name
   2. *Account No.
   3. *Country
   4. Bank Name
   5. Bank Branch Name
   6. Note
7. Click on Create.

Edit Bank Account

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user in which you would like to edit bank account.
4. On the left options, click on Bank Accounts. You can view all the bank accounts added.
5. Locate Actions panel. Find the bank account you would like to edit. Click on that account's action panel then select Edit.
6. Update Bank Account popup will appear.Make necessary changes in the form.
7. Click on Update.

Delete Bank Account

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user in which you would like to delete bank account.
4. On the left options, click on Bank Accounts. You can view all the bank accounts added.
5. Locate Actions panel. Find the bank account you would like to delete. Click on that account's action panel then select Delete.
6. A confirmation poup will appear. Click on Ok.

Account Settings

Note: This option is only for Employees who are given login credentials.

User Setting

View User Setting

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user of which you would like to view user setting.
4. On the left options, click on Account Settings then click on User Setting.
5. You can view following informations:
   1. *Name
   2. *UserName
   3. *Email
   4. Is Active Status
   5. Is Verified Status
   6. Status
   7. *Contact No.

Update User Setting

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user of which you would like to update user setting.
4. On the left options, click on Account Settings then click on User Setting.
5. You can update following fields only:
   1. Is Active Status
   2. Is Verified Status
   3. Status
6. Click on Update after changes are made.

Password Management

Reset User Account Password

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user of which you would like to reset account password.
4. On the left options, click on Account Settings then click on Password Management.
5. Click on Reset. A confirmation popup will appear. Click on Ok.
6. New password will be displayed for that user account.

Change Admin Password

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the admin user.
4. On the left options, click on Account Settings then click on Password Management.
5. Enter the old password and type and retype the new password.
6. Click on Update.

Roles

Add/Remove Roles to a user

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user to which you would like to Add/Remove roles.
4. On the left options, click on Account Settings then click on Roles.
5. You can Add/Remove role:
   1. Add role
      1. In All Roles, find and check the role/roles you would like to add.
      2. Click on To right. This will add the selected roles in Choosen Roles column of the user.
      3. Click on Update.
   2. Remve role
      1. In Choosen Roles, find and check the role/roles you would like to remove.
      2. Click on To left. This will remove the selected roles from Choosen Roles column of the user.
      3. Click on Update.

Other Settings

Enable/Disable View Catalogue Purchase Data

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user to which you would like to Enable/Disable View Catalogue Purchase Data.
4. On the left options, click on Account Settings then click on Other Settings.
5. Toggle the Can View Catalogue Purchase Data to turn on or off.

Note: This feature is used to allow/deny Purchase data of products to any employee. 

Employee Profile

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user of which you would like to view Employee Profile. This will redirect you to that user's page.
4. On the left options, click on Employee Profile. This will redirect you to Employee Detail page.
5. You can view the following information:
   1. Employee Details
      1. User Photo
      2. Name
      3. Designation
      4. Email
      5. Contact Number
   2. Sales Stats
      1. Order Count
      2. Net Amount
      3. Amount Paid
      4. Balance
   3. View Invoices button: This will redirect you to invoices list and show all the invoices created by this employee.

Note: The Employee Profile is only available in those users who are employee of the store.

Customer Profile

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user of which you would like to view Customer Profile. This will redirect you to that user's page.
4. On the left options, click on Customer Profile. This will redirect you to Customer Dashboard page.
5. You can view the following information:
   1. Customer Details
      1. User Photo
      2. Name
      3. Email
      4. Contact Number
      5. Customer Type
      6. Date Joined
   2. Sales Status
      1. Order Count
      2. Net Amount
      3. Amount Paid
      4. Balance
   3. Sales Return
      1. Order Count
      2. Net Amount
      3. Amount Paid
      4. Balance
   4. Invoice: List of Invoices of this user
   5. Invoice Payments: List of Invoices Payments of this user
   6. Invoice Returns: List of Invoice Returns of this user
   7. Invoice Return Payments: List of Invoice Return Payments of this user
   8. Estimates: List of Estimates of this user

Note: All the customers have Customer's profile in their user page.

Vendor Profile

Direct Link: https://app.meroerp.com/user/users

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Users > Manage Users. This will redirect you to Users list page.
3. Select the user of which you would like to view Vendor Profile. This will redirect you to that user's page.
4. On the left options, click on Vendor Profile. This will redirect you to Vendor Dashboard page.
5. You can view the following information:
   1. Vendor Details
      1. User Photo
      2. Name
      3. Email
      4. Contact Number
      5. Industry
      6. Primary Business Sector
      7. Supply Type
      8. Vendor Type
   2. Purchase Status
      1. Order Count
      2. Net Amount
      3. Amount Paid
      4. Balance
   3. Purchase Return Stats
      1. Order Count
      2. Net Amount
      3. Amount Paid
      4. Balance
   4. Purchase Orders: List of Purchases of this user
   5. Purchase Order Payments: List of Purchases Payments of this user
   6. Purchase Returns: List of Purchase Returns of this user
   7. Purchase Return Payments: List of Purchase Return Payments of this user

Note: All the vendors have Vendor's profile in their user page.