During your sign up, you created your first depot and some initial company information. To make the most of ERP Go, you may need to add in extra details regarding your company such as your accounting information and your working days and hours.
Get Started
Head over to System Setup > Company Details to begin.
Within the Company Details section you can update:
Registered company address
Company bank details
Company logo
Add additional depots
Default units of measurement
Store Documents and Notes against your company
Editing your Company Details
Click 'Edit Company' to get started.
Address
Here you can simply rename your company, Code and Description along with the contact details and address.
Note: you can change these as many times as you want to – the Company Name will appear on documents like the invoice etc, but the Code and Description are for your own reference.
Accounting
In the Accounting tab you can change your bank account details which appear on invoices you raise.
Defaults
In the Defaults tab you can set the standard units or values across the system and can be particularly useful if you find yourself changing these on products or orders on a regular basis.
Default Distance/Weight/Length Unit
These units control the standard measurements set against products.
Default Country
You can manage a list of Countries you work with in System Setup > Countries and set the country you’re based in, using this option. This will mean all orders will be based in that country by default.
Currency Table
You can manage a list of currency tables via System Setup > Currency Tables. These tables define the exchange rates for all active currencies in your system. To activate or deactivate currencies, go to System Setup > Currencies.
Default Delivery Duration
The default delivery duration defines the number of minutes added to the start time of a movement. This setting ensures that the movement is displayed accurately on the calendar, reflecting the expected duration of the delivery.
Additional Info
In the Additional Info tab you can choose the normal working patterns of your users (for your own reference), define when the weekend begins and ends.
Preferences
System preferences define default behaviors and settings across the application, helping streamline workflows and ensure consistency in how users interact with core functions.
Default Order Item Dates To Today
Note: If this is set to No then any items added to an order will default to the dates on the order header - the main dates on the order edit page. For example, if todays date is the 9th of January, and the order header dates (charge from & delivery date) start on the 15th of March, the dates for the order items will begin on the 15th of March.
Order Delivery Address is Mandatory
If this is set to Yes, the system will require a delivery address when entering a sales order. If the field is left blank, an error message will appear and the user will not be able to proceed until a valid delivery address is provided.
Default Account Can Take Payment
When this is set to Yes, any new customer added to the system will automatically have this setting enabled by default at the account level, which makes it possible to record payments in the system for that customer.
Cannot Amend Confirmed Invoices
When this is set to Yes, invoices can no longer be edited once their status is no longer 'Draft' and an official invoice number has been assigned. To make changes, the invoice must first be voided
Allow Auto Picking of Serialised Items
When this is set to Yes, the system will automatically allocate available serial numbers during the picking or batch picking process. If set to No, users must manually select the specific serial number for each serialized item. This toggle serves as the default setting on the picking screen.
Enable authorise Purchase Orders
This setting determines whether purchase orders require authorisation before proceeding.
If set to 'No': The system will skip the authorisation step, and purchase orders can move directly to the next stage.
If set to 'Yes': Purchase orders must be authorised before they can be processed further.
The system will check the user's role settings to determine whether they have permission to authorise purchase orders.
Any Questions?
We’re happy to help! Start a conversation using the blue help bubble in the bottom right-hand corner of your system. ↘️