Getting Started
Setup is quick and easy. We're here to help every step of the way
25 articles
Introduction
Introduction to ERP Go
What is ERP Go?ERP Go is a cloud-based business management software for businesses who buy, stock, and sell products.
Getting startedSome quick tips and key guides to help you get started
ERP Go GDPR informationWe’ve prepared a guide to help users comply with General Data Protection Regulations.
Data securityHow we keep your data secure
Account and Security
Manage users and billing
Logging into your ERP Go systemA quick guide on how to log into your ERP Go subscription
Set up two-step authenticationTo further secure your user account, enable two-step authentication to provide an additional layer of security
Adding new users & rolesA guide on how to create user accounts and manage their access
Managing Users/ Seat LicencesHow to manage your user licence pool for Core and Mobile Users.
Billing and SubscriptionEnter your card details to transition to a paid plan
Initial Configuration
Basic set-up
Company DetailsAdding in your key business data
System SetupConfigure your system in System Setup
Setting up Dashboard PodsA step by step guide to helping you get the most out of your dashboard
What are Custom Views?How to setup and edit Custom Views?
BookmarksUse bookmarks to easily come back to your favourite pages
Daily Digest EmailGet business updates delivered straight to your inbox
Create or import dataLet's start adding your data into your system
Add AccountsLearn how to add accounts.
Invoicing an OrderLearn how to invoice orders.
Processing an InvoiceLearn how to process invoices.
Add ProductsLearn how to add your inventory / stock levels of products.
Add Stock ItemsLearn how to add stock items to products in ERP Go. Part 3 of our Quick Start collection.
Link Products Together using AccessoriesLearn how to use accessories to link products together.
Stock & AvailabilityGain instant access to product availability sales items
ReportsFilter and download key system data
Interactive DashboardA step by step guide to helping you get the most out of your dashboard