Advanced features
Learn how to use additional features to enhance your workflow.
26 articles
Managing Your Business
More information on managing Business Processes
- Stock Valuation MethodsHow inventory costs and COGS are calculated in ERP Go
- General Ledger TemplatesWhat are GL codes for and how to create them
- Revenue groupsHow to create revenue groups
- Cost of Goods Sold GroupsHow to create cost of goods sold groups
- Stock Balance Sheet GroupsHow to create stock balance sheet groups
- Ledger TransactionsHow to post your Ledger Transactions for Stock transactions to your accounting system
- Automatic Stock Item NumberingMake adding new stock for serialised products a breeze with this feature.
- Automatic Account NumberingMake adding new accounts a breeze with this feature.
- Automatic Product Code NumberingMake adding new products a breeze with this feature.
- Order Items ViewView the items on orders and create dashboards & filters easily
- Quick Depot TransfersEasily move serialised or bulk items to different depots with this quick and handy feature.
- Taking PaymentsIf you have an order and you'd like to take a deposit, payment or refund against, read about how to set this up and use it.
- Digital signature captureGet your PDF documents signed online
- Order documentsPrint key documents on your Order
- Document Archive
- Document ApprovalsAvailable from Premier plan onwards
- Add to BasketEasily create a quick price for your prospects or customers, create a basket, then easily convert to an order
Invoices and Credits
Creating and managing invoicing
- Creating an Invoice RunHow to create an Invoice Run
- Creating an Invoice BatchHow to create an Invoice Batch
- Bulk E-Mail InvoicesSend out multiple invoices to your customers at the same time
- Deleting an Invoice BatchHow to Delete an Invoice Batch
- How to Create Invoice Run CodesWhat is an Invoice Run Code and How to Create them?
- Pay by LinkThis fantastic feature allows you to send secure payment links to your customers