Core Modules
How to Guides
52 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.
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 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
Credit CheckOutlines the credit check logic in ERP Go during order creation
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 a Sales OrderManage and deliver your orders seamlessly
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
How to Create a ProjectWhat is a Project and How to Create Projects
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.