Skip to main content

Getting started

Some quick tips and key guides to help you get started

Updated over 2 weeks ago

So, you're ready to setup ERP Go? Check out the guides below to complete each

stage of the setup process, helping you personalise your system and navigate around ERP Go.

See 10 key guides below for a simple and easy setup:

  1. Company information

  2. Roles and users

  3. How to add an account

  4. How to add a product

  5. How to create a stock level

  6. How to add prices

  7. How to create an Order

  8. How to invoice from an Order

  9. System setup

  10. Create or import data

If you need any help with setting up your system, start a conversation with us by clicking the chat bubble in the bottom right-hand corner of your system.

Don't feel like chatting?

No problem, we know how busy things can get! Send an email over to erpgosupport@klipboard.com, and one of the team will get back to you.

Related Articles
How to add Xero integration
Erase Data
Setting up Dashboard Pods
Importing and Exporting Data
Adding new users & roles
Did this answer your question?