Core Modules
How to Guides
61 articles
Accounts
How to Setup each part of Accounts
- How to Create an AccountStart creating Accounts to create Orders and store contact details and invoices with them.
- How to Create a ProspectCreate a Prospect
- How to Create a ContactCreate Contacts and Use them as Bookable Resources
- How to Create a PlaceCreating site addresses and much more...
- How to Use On Stop AccountsWhat are on Stop Accounts and How to Use them
- Setting Surcharge Groups via AccountsWhen that account is linked to an order, the order's surcharge groups will automatically be populated based on this setting.
Products & Services
How to setup Products & Services.
- How to Create a ProductWhat is a Product and How to Create Products
- Clone a ProductClone existing products to reduce manual input. Maintain uniformity across your product catalogue.
- How to Create a Product AccessoryWhat is an Accessory and How to Create Product Accessories?
- How to Create a Product GroupCreating a Product Group
- How to Create a Stock ItemCreating stock levels for you products
- Stock TransactionsMaintain your stock levels using transactions
- Disallow decimals on a ProductsTo enable or disable decimal places on stock levels
- Allow Item ShortagesAllow Item Shortages option lets products be sold or picked even when stock levels fall below zero
- Serialised Product PrivilegesUpdating user access to Serialised Products
- Attach Product Documents AutomaticallyLearn how to manage product documents and have them auto-attach to emails.
- Bin LocationsProduct Location field
- Stock CountsFull & Blind Stock Counts
- Products VS ItemsUnderstanding the relationship between a Products and Items
Pricing
Understand the pricing options
- How to Add Sales Prices to Your ProductsAdding Sales Prices to your Products
- Price CategoriesThe Price Category feature allows you to define custom pricing tiers for products and services.
- Discount CategoriesSet automatic discounts for your products.
- Volume-Based PricingVolume-Based Pricing allows you to set different purchase and sales prices for products depending on the quantity you are buying from a supplier or selling to a customer.
- How to Add Purchase Prices to Your ProductsAdding Purchase Prices to your Products
- Sales Margins & Line TotalsSelling Margins & Line Totals
- Cash Rounding (Aka "Penny Elimination")Doing away with cents/ pennies to simplify cash takings
Sales Orders
Order-to-Delivery process
- What is a Sales Order?Let's run through quotes, provisional orders and Orders
- Creating a Sales OrderLet's walk through each step of creating an order
- Adding Products onto a Sales OrderHow to add products and assign prices to your items
- Calculate Estimated Delivery DatesLearn how delivery dates are calculated automatically on sales and purchase orders
- Debtors Credit Limit CheckingDebtor Credit Limit checking in Sales Order processing
- Processing a Sales OrderLearn how to process deliveries.
- Adding Text Items onto a Sales OrderWorking with text items on an order
- Changing the Dates on a Sales OrderThis guide explains how to update the dates on an Order
- Pick Products on a Sales OrderThis process reflects the pick confirm workflow, ensuring that all required items are selected and prepared for dispatch.
- Batch Picking Products on a Sales OrderBatch Picking is a quick way to pick confirm your order items all at once
- Dispatch & Order MovementsManaging Order Delivery Movements
- Account notes when creating OrdersAutomatically display account notes when you create an order from an account
- Completing and Reopening an Order ManuallyComplete your orders manually
- Popup Order NotesThe Order Notes feature in ERP Go allows users to enter and display important notes related to accounts and places
- Back ordersEasily track and manage all outstanding back-ordered items
- Pre‑Payments WorkflowA guide to requesting, managing, and applying pre‑payments in ERP Go
- How to Create a ProjectWhat is a Project and How to Create Projects
- Automatic Backorder FulfilmentFulfill back order Qty's for open Sales Orders from Purchase Orders
- Quick OrderQuick "Over the Counter" Cash Account Sales
Invoicing
How to do invoicing
- What is an Invoice?What is an Invoice and Stages of Invoicing
- How to Create an InvoiceInvoice to your customers
- Creating an invoice from an OrderProduce an invoice for a single order
- What is a Credit Note?What is a Credit and How to create a Credit Note?
- Payment Status Filters on InvoicesFilter invoices based on their payment status (e.g., Paid, Unpaid) directly from the Invoice Index Page, including within custom views.
Purchase Orders
Managing Purchase orders
- What is a Purchase Order?What is a Purchase Order, Suppliers and where to locate Purchase Orders
- How To Create a Purchase OrderCreating a Purchase order and header details
- How To Add Products to a Purchase OrderHow to guide on adding Products to a Purchase Order
- How To Process Items on a Purchase OrderHow to process items on a Purchase Order and their options
- Purchase Order State and StatusPurchase Order State and Status, what each one means
- How to Use the Goods Receipting Process in Purchase OrderGoods Receipting Process makes it much quicker and easier to handle items from Purchase Orders.
- Back to Back Purchase OrdersRaise a purchase order directly from your order, linking them together - saving time and improving visibility.