❓ Frequently Asked Questions

❓ What is MeTEY?

MeTEY is a comprehensive business management system designed specifically for metal trading companies. It manages the complete workflow from quote generation to payment collection, including inventory tracking, purchasing, accounting, and multi-platform e-commerce integration.

❓ What are the system requirements?

MeTEY requires:

• Windows 10 (64-bit) or Windows 11
• 1920x1080 minimum display resolution
• 6 GB RAM (8 GB recommended)
• 500 MB available disk space
• Internet connection for cloud features

❓ How much does MeTEY cost?

Visit our pricing page for current pricing information, or contact us for a customized quote based on your business needs.

❓ Does MeTEY work offline?

Most features work offline once installed. Cloud features (MTR storage, e-commerce sync, updates) require internet connection. All essential help documentation is available offline in the quick reference.

❓ How do I reset my password?

Click the 🔑 icon in the logout modal (top-right menu). You'll need your current password to change it. If you've forgotten your password, contact your system administrator.

❓ Why can't I see certain menu items?

Menu visibility is based on your user permissions. Contact your system administrator if you need access to additional features. Administrators can manage permissions in Administration → User Access.

❓ How do I check for updates?

Click the "?" icon on the login screen, then click the "Check for Updates" button (bottom left). The system will automatically download and install updates if available.

❓ Can I import data from my current system?

Yes! MeTEY supports CSV import for customers, suppliers, products, and more. Go to Administration → Import/Export Data, download the template, fill it in Excel, then upload. All data must be 100% valid before import (all-or-nothing validation).

❓ What are the pricing methods in MeTEY?

MeTEY supports 9 pricing methods:

• Matrix: Pre-defined pricing grid by material/shape/grade
• Unit: Price per unit (each piece)
• Pcs: Price per piece
• Lbs: Price per pound
• Sqft: Price per square foot
• Margin %: Cost + margin percentage
• Markup %: Cost + markup percentage
• CalcLbs: Calculated weight pricing (format: "cost#margin%")
• Total: Fixed total price

❓ How do I convert a Quote to an Invoice?

Open the Quote detail → Click hamburger menu (☰) → Select "Convert to Order" or "Convert to Invoice". The system will validate inventory availability for invoices. You can also press Ctrl+P to print after converting.

❓ What is Quick Sale?

Quick Sale allows you to create invoices for walk-in customers without creating a full customer record. Perfect for one-time cash sales. Go to QOI → Quick Sale, select products, and process payment.

❓ How do I print an invoice?

Open invoice detail → Hamburger menu (☰) → "📧 Email and Print" → Select documents to print (Invoice, Picking Slip, Shipping Slip). Or press Ctrl + P when viewing detail.

❓ Can I email invoices to customers?

Yes! In the invoice detail, click hamburger menu → "📧 Email and Print". The system will generate a PDF and allow you to send via your default email client.

❓ How do I perform a physical inventory count?

Follow these 4 steps:

1. Create Count Sheet: Inventory → Physical Count, select filters
2. Enter Counts: Record actual counted quantities
3. Compare & Validate: Review discrepancies
4. Process Adjustments: Apply changes with explanation

❓ What is an MTR?

MTR (Mill Test Report) is a certificate that documents the chemical and physical properties of metal materials. MeTEY stores MTRs in Google Cloud Storage and can automatically extract data using OCR (Optical Character Recognition).

❓ How do I adjust inventory levels?

Go to Products → Select product → Inventory tab → "Adjust Inventory" button. Enter new quantity and reason. The system will create a journal entry for financial impact.

❓ Why is my product showing negative inventory?

Negative inventory occurs when more items are sold/allocated than available. This can happen if:

• Invoice was created without checking inventory
• Physical count revealed discrepancies
• Manual adjustment reduced quantity below allocated amount

Check Inventory → Audit Trail to see the history. Perform a physical count to reconcile.

❓ How do I record a customer payment?

Accounting → Enter Payment from Client → Select customer → Enter amount and payment method → Allocate to open invoices (click $ button for full amount) → Save.

❓ How does double-entry bookkeeping work in MeTEY?

Every financial transaction creates offsetting debit and credit entries. For example, recording a payment:

• DEBIT: A-BANK CHECK ($1,000) - increases bank balance
• CREDIT: A-RECEIVABLES ($1,000) - decreases amount owed

The sum of all entries for a transaction GUID always equals $0.00.

❓ How do I create a custom financial report?

Accounting → Financial Reports → Add New Report → Design report lines using 6 formula types (Account Total, Sum of Accounts, Subtotal, Percentage, Difference, Static Value). Save and run with custom date ranges.

❓ What is the Receivables Aging Report?

The aging report shows all outstanding customer invoices grouped by age (Current, 30 days, 60 days, 90+ days). Access it via Accounting → Receivables Aging Report. Perfect for tracking collections.

❓ Which e-commerce platforms does MeTEY support?

MeTEY integrates with 5 major platforms:

• Amazon (Selling Partner API)
• eBay (Trading API)
• Etsy (Open API v3)
• Shopify (Admin API)
• WooCommerce (REST API v3)

❓ How do I set up e-commerce integration?

Each platform requires API credentials. Setup guides are available:

• Amazon Setup Guide
• eBay Setup Guide
• Etsy Setup Guide
• Shopify Setup Guide
• WooCommerce Setup Guide

❓ How often does inventory sync?

Inventory syncs automatically when changes occur in MeTEY (sales, adjustments, receiving). You can also trigger manual sync from E-commerce Dashboard → Sync Inventory button.

❓ Why does MeTEY say I have no default printer when I do?

This was a defect in versions before 2.5.1: the check MeTEY used to find the default printer was malformed, so it always concluded none was present. The message pointed at Windows Settings, but Windows was not the problem.

Update to 2.5.1 or later. In the meantime use Preview and print from the preview window. See Troubleshooting → Printing.

❓ Can I choose which printer a document goes to?

Direct printing always uses the Windows default printer — there is no printer picker, and no per-document or per-user setting in MeTEY. To send one document elsewhere, use Preview and pick the printer there.

If documents keep going to the wrong place, turn off "Let Windows manage my default printer" in Windows Settings. That option switches the default to whichever printer you used last, which can silently include "Microsoft Print to PDF".

❓ Search not working - what should I do?

Press F2 to execute search, or click the Search button. Searches are limited to 100 results. If you need more results, refine your search term.

❓ Why can't I convert a Quote to Invoice?

Common causes:

• Insufficient inventory - Check qty on floor
• Product deleted - Reactivate product
• Customer inactive - Reactivate customer
• Warning flags (⚠️) - Click for details

❓ Import validation showing errors - what now?

Import requires 100% valid data (all-or-nothing). Review the error table showing row and issue. Fix errors in your CSV file and re-upload. Common issues:

• LOV values don't match exactly (payment terms, delivery, etc.)
• Required fields missing
• Invalid data formats (dates, numbers)
• Duplicate codes or IDs

❓ Session expired - why?

Sessions expire after 30 minutes of inactivity for security. You'll need to login again. Important: Unsaved work will be lost, so save frequently!

❓ Printer not working - how to fix?

Solutions:

• Check Windows default printer is configured
• For silent printing, ensure SumatraPDF is installed
• Use Preview mode if direct print fails
• Try restarting MeTEY application