Initial Configuration
Basic set-up
18 articles
- 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