Getting Started
Setup is quick and easy. We're here to help every step of the way
27 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
- Custom Domain SetupLearn how to add and verify a custom email domain for your company.
- E‑Mail TemplatesAvailable from Premier plan onwards
- 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