Business Management

The Business Management module is where you configure your company profile, manage multiple locations, and set up the foundation for all operations in MegaPro ERP.

Overview

Your business profile contains essential information that appears on invoices, receipts, and reports. Proper configuration ensures professional documents and accurate record-keeping.

Tip

Take time to complete your business profile before making transactions. Changes to business details won’t retroactively update past documents.

Register Your Business

Set up your company profile with name, address, and tax information

Multiple Locations

Configure warehouses, branches, and storefronts

Email Validation

Prevent spam registrations with email verification

Key Business Settings

When setting up your business, you’ll configure:

Business Identity — Name, logo, tagline
Contact Information — Address, phone, email, website
Tax Details — Tax registration numbers, default tax rates
Financial Settings — Currency, fiscal year, accounting method
Operational Preferences — Time zone, date formats, language

Business Locations

MegaPro ERP supports multi-location businesses out of the box:

Each location maintains its own stock quantities
Sales and purchases are tracked per location
Locations can have different addresses and contact details
Users can be assigned to specific locations
Reports can be filtered or aggregated by location

Note

Even single-location businesses need at least one location configured. This is created automatically during initial setup.

Business Hierarchy

Understanding the business structure in MegaPro ERP:


Business (Company Level)
├── Business Settings (Company-wide)
├── Location 1 (Main Store)
│   ├── Stock
│   ├── Transactions
│   └── Users
├── Location 2 (Warehouse)
│   ├── Stock
│   ├── Transactions
│   └── Users
└── Location 3 (Branch)
    ├── Stock
    ├── Transactions
    └── Users

Best Practices

Complete Setup First — Configure business details before adding products or making sales
Accurate Tax Info — Ensure tax registration numbers are correct for compliance
Professional Logo — Upload a high-quality logo for invoices and receipts
Consistent Naming — Use clear, consistent names for locations
Regular Updates — Keep contact information current

Warning

Some business settings (like currency) are difficult to change after you’ve started recording transactions. Plan carefully during initial setup.

Quick Access

Access business management features from the main menu:

Settings → Business Settings — Core business configuration
Settings → Business Locations — Manage locations
Settings → Prefix Settings — Invoice and reference numbering