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ERP Gold Help
Accounting
How to enter or Adjust Journal Entry?
What information do I need to adjust or enter journal entries?
How to transfer funds from one account to another account in ERP Gold ?
Where to enter Bank Deposit details in ERP Gold?
Where to enter Credit Card deposit details in ERP Gold?
Where to enter received check details in ERP Gold?
How to view Chart of Accounts of ERP Gold?
How to view Trial Balance Report?
How to view balance sheet summary report?
How to view balance sheet standard report?
Reports How to view profit & loss report?
How to Edit Journal Entry record?
How to Edit Credit Card / Cash record in ERP Gold?
How to Edit Write Check Detail in ERP Gold?
How to enter sales transaction detail in ERP Gold?
How to enter Expense Transaction detail in ERP Gold?
How to view Balance Sheet Summary Report?
How to view Balance Sheet Standard Report?
Credit Card How to enter Credit Card Account Button?
Credit Card Item Button
Write Check
Write Check Account Button
Write Check Item Button
Chart of Accounts
Chart of Accounts Register Link
Chart of Accounts Rename Link
Administration
User Management Where to add more users that can use ERP Gold?
User Management What information is needed to enter user details?
User Management How to reset password of the user account?
User Role Where to enter user roles?
User Role What information do I need to enter on new user role window ?
Setup How to Add Company Info in Administration?
Status How to Add Payment Info in Administration?
Setup How to Add Merchant Setup in ERP Gold?
Setup How to Verify CreditCard In ERP Gold?
Setup How to Add Company Email Setup in ERP Gold?
Setup How to Add Company Setup of Media Center in ERP Gold?
Setup How to Add Company Setup of CRM in ERP Gold?
Setup How to Add Company Setup of Ecommerce in ERP Gold?
Setup How to Add Company Setup of Sales in ERP Gold?
Setup How to add Company Setup of Advance Inventory in ERP Gold?
Setup How to Add Company Setup of Accounting in ERP Gold?
Setup How to Add Company Setup of Merchant Setup in ERP Gold?
User License
User License Add New Record
Advance Inventory
How to import item in CSV / Excel file in Advance Inventory?
Categories How to add category in Advance Inventory?
How to create item list in the Advance Inventory?
How to Adjust Quantity of a Product?
What is the function of Site Transfer in Advance Inventory?
What is bin transfer in Advance Inventory?
How to add site / location in Advance Inventory?
How to view Item Valuation Summary report of Advance Inventory?
How to update Category in Advance Inventory?
How to search items for Advance Inventory?
How we can see item history in advance inventory?
How we can see the location of items in Advance Inventory?
How to convert item code into bar code?
How to edit site / location in Advance Inventory?
How to Add "Bin" in Advance Inventory?
Landed Cost How to add landed cost in Advance Inventory?
How to Edit Landed Cost in Advance Inventory?
Landed Cost Group How to Add Landed cost group in Advance Inventory?
Quick Item How to Add Quick Item in Advance Inventory?
How to Add Unit of Measure in Advance Inventory?
How to Edit Unit of Measure in Advance Inventory?
What is the Purpose of Items List in Advance Inventory Report?
How to View Inventory Reorder Point in Advance Inventory ?
How to View Item Valuation Movement Report in Advance Inventory?
How to View Gross Profit Report by item in Advance Inventory?
How To Adjust Quantity of Serialization Product?
How to add Bill of Material of an Assembly Item?
Kitting How to Add Kitting In Advance Inventory?
Custom Title How to add Custom Field Mapping in Advance Inventory?
Items Attributes How to Add Items Attribute in Advance Inventory?
Additional Cost How to Add Item Additional Cost in Advance Inventory?
Reports
Batch How to Create Bin Transfer-Batch in Advance Inventory?
CRM
How to add a lead?
What information do I need to save a lead?
How to filter Leads Data in Advance View?
How to add a Lead Source?
What information do I need to save a Lead Source?
How to update Lead Source?
How to add Lead Status?
What information do I need to save Lead Status?
Lead Status Is there any other way of adding Lead Status data?
How to update Lead Status?
How to import Leads?
What is the difference between advance view and normal view?
How to group Leads Data?
Which fields Should I fill to save a lead source?
Dashboard How I can manage for CRM Dashboard?
How I can search for Leads?
What is the purpose of Action Button?
How to Edit an Existing Lead?
How to assign a lead to a new sales person?
How to add new contact on lead edit screen?
How to add notes?
How to leads convert to customer?
Lead Source Is there any other way of adding Lead Source data?
Filter Leads Data How to Filter Leads Data in Normal View?
Dashboard
Index Dashboard Which Modules are displayed on Main Screen?
How to add a Graph?
How to re-arrange Graph?
How can we change the Graph Type?
How to add customized graphs or reports?
Ecommerce
Dashboard How I can manage for ECommerce Dashboard?
Orders How to Create Orders in ECommerce?
Setup How to Setup your ECommerce Account?
Item Mapping How to Manage SKU / Item Mapping In ECommerce ?
Inventory
Import Inventory Items
Inventory Setup How to create Inventory?
Inventory Setup What information do I need to save on new Item Category window? OR Do I need to fill out all the fields in , “ new Item Category “ form?
Item Category How to edit the Item Category record?
Item Master Where to enter item names for the Inventory?
Item Master What information do I need to save Item Master record? OR Do I need to fill out all the fields in , “ new Item Master “ form?
Adjust Quantity How to adjust quantity of an item?
Import Inventory Items How to import inventory item list?
Reports How to view Item Valuation Summary report?
Item Category
Item Category Add New Record
Item Master
Item Master Add New Record
Adjust Quantity
Reports Item Valution Summary
Lead Generation
Business Listing How to Search for Prospects?
Manufacturing
Shift Calendar How to Add Calendar in Manufacturing?
Work center How to Add Work Center in Manufacturing?
Media Center
How to add MailChimp functionality to ERP Gold?
How to see EventBrite Listing in ERP Gold?
Social Media How to create Facebook Message?
How to create LinkedIn Message?
How to add new member in erp gold?
How to upload members using CSV / Excel file in email list?
. How to Add Email List in ERP Gold?
How can i create campaign in media center?
How can i create campaign in ERP Gold?
How to add Templates in email list?
How to create campaign automation in listing?
How to search email for email listing?
How to integrate ERP Gold with Mail Chimp?
How to check email listing?
How To Check Member List?
How to upload email list from system?
How to upload email listing using mail-chimp upload?
How to check all email message?
How to add new record in email-campaign mail chimp?
How to manage Local Networking?
How to message in Social Media?
How to create Social Media Message?
How to integrate MailChimp?
How MailChimp can be integrated with ERP Gold?
. How I can integrate media center of ERP Gold?
Payroll
Employee How to add employee names in ERP Gold?
Single Activity How to save single activity data of an employee?
Weekly Timesheet How to enter Weekly Time Sheet data of an employee?
Time Tracking How to view Time Tracking data for the employee?
Department How to enter department name for the employee record?
Department . What information is needed to fill the new department name window?
POS
How to Search for items in POS?
How to add Customer Name in POS?
How to add Quick Item in POS?
Purchase
Import Vendor How to Import Vendor List in Purchase Module?
Vendor Center
Vendor Center How to create Vendor Record?
Vendor Center What information do I need to save a Vendor Record? OR Do I need to fill out all the fields in, “new Vendor “form?
Vendor Center How to search for Vendors on Vendor Center?
Vendor Center How to edit the Vendor Record?
Vendor Center How to export Vendor transaction data to EXCEL files?
Vendor Center How to view specific transaction record of Vendors?
Vendor Center What are the functions of Transaction button on Vendor Center page?
Purchase Order How to create Purchase Order?
Purchase Order What information do I need to save a Purchase Order? OR Do I need to fill out all the fields in , “ new Purchase Order “ form?
Purchase Order How to edit Purchase Order?
Receive Inventory How to enter Receive Inventory record?
Receive Inventory What is the function of Bill Received and Billable check box in Receive Inventory window?
Enter Bill How to enter Bill Record?
Pay Bill How to enter Pay Bill record?
Import Vendor How to import Vendor list to the ERP Gold system from local machine?
Reports How to view Vendor Statement report?
How to Edit Pay Bill Record?
How to view Vendor Statement - Detail Report?
How to view Vendor Aging Detail Report?
How to view Vendor Aging Summary Report?
How to view Bill Detail List Report?
How to Create Purchase Order From Excel File?
Vendor Center Left Table Vendor Button
Vendor Center Right Table (Vendor Button)
Vendor Center Left Table (Transaction Button)
Vendor Center Right Table (Transaction Button)
Purchase Order
Purchase Order Add New Record
Receive Inventory
Receive Inventory Account Button
Receive Inventory Item Button
Enter Bill
Enter Bill Account Button
Enter Bill Item Button
Pay Bill How to Creare Pay bill Record?
Reports Vendor Statement
Reports
Trial Balance
Balance Sheet Summary
Balance Sheet Standard
Profit & Loss Standard
Sales
Customer Center What kind of options are available in Customer Center?
Customer Center How to create Customer from Customer Center?
Customer Center How to Edit a Customer record?
How to create Sales Estimates?
Invoices How to create Invoice?
Invoices What are other ways of creating an Invoice?
Sales Return How to create Sales Return?
Sales Return What information do I need to save on Sales Return record OR Do I need to fill out all the fields in , “ new Sales Return “ form?
Receive Payment How to create receive payment record?
Import Customer How to import customers list from your local machine?
What is the function of Transaction button on Customer Center page?
What is sales by transaction?
Sales Order How to create Sales Order?
How to update invoice?
What is the purpose of Credit or Debit notes?
What is Aging Summary?
How to view Item Sale History?
How to view Sale Graph?
How to Add Customer Type in Sale Module?
How to Payment Method in Sale Module?
How to Add Sales Rep in Sale Module?
How to Add Payment Term in Sale Module?
How to Add Shipping Method in Sale Module?
What is the purpose of Customer Aging Detail Report?
What is the purpose of Customer Aging Summary Report?
What does customer open invoice show?
How to view customer Balance Summary Report?
How to view Customer Statement Detail Report in Sale Module?
How to view Customer Statement Report in Sale Module?
How to view Sales Report?
How to view Customer Transaction Report in Sale Module?
How to view Sales Report by Customer?
How to import customers list from your local machine?
Customer Center Left Table (Adv.Search Button )
Transaction How to view Search Sale Transaction?
Subscription How to Add Subscription in Sales Module?
Receipt Allocation How to Allocate a Sale Return?
Customer Center Left Table (Customer Button)
Customer Center Right Table (Customer Info)
Serialization
How to Add IMEI Number?
How to generate Item code in Advance Inventory from IMEI?
How to sale serialized item?
How can we Add Departments in Serialization?
How to Transfer IMEI from Stock to another Departments?
How to check which IMEI in RepairWork?
How to Add Batch in IMEI Module?
How to Add New IMEI’s to Batch Number?
How to transfer IMEI between Batches?
How to see IMEI Daily Report in Serialization?
How to IMEI Receiving Purchase Order?
How to receive IMEI in BULK?
How to view list of IMEIs numbers in Serialization?
Search IMEI How we can Check complete detail of an IMEI?
Import IMEI How to Import IMEI in CSV & Excel file in Serialization?
Item Attributes How to Add Item Attributes in Serialization?
Reports How to View Stock By Condition Report in Serialization?
Reports How to view Stock By Stage Report in Serialization?
Reports How to View Status by Vendor Reports in Serialization?
Reports How to View Sales / Purchase Tracking Report in Serialization?
Fulfillment How to Fulfillment Invoice with IMEI?
Fulfillment How to Add Multiple IMEI in Fulfillment?
Return How to Create Sale/Purchase Return Item in Serialization?
Setup
Company Info
Company Info What type of information can be added in company info edit form?
Customer Type Where to enter customer type data?
Customer Type What type of information is needed to fill the new customer type form?
Sales Representatives Where to enter sales representative’s names in ERP Gold?
Sales Representatives What information is needed to enter in Sales Representative new record window?
Payment Methods Where to enter payment methods in ERP Gold?
Payment Methods What information do I need to save in payment method form? OR Do I need to fill out all the fields in , “ new Payment Method “ form?
Payment Terms What information is needed to fill in the new payment term form?
Payment Terms How to edit payment terms record?
Accept Credit Cards Where to enter credit card details of the company?
Accept Credit Cards What information do I need to save on Accept Credit Cards page? OR Do I need to fill out all the fields in , “ new Accet Credit Cards “ form?
How to add PayPal account to ERP Gold?
Customer Type
Customer Type Add New Record
Company Info
Company Info Edit Button
Payment Methods
Payment Methods Add New Record
Sales Representatives
Sales Representatives Add New Record
Accept Credit Cards
Accept Credit Cards Add New Record
Payment Terms
Payment Terms Add New Record
Shipping-BETA
Pending Shippment How to View Pending Shippements in Shipping Module?
Pending Shippment How to Enter Market Places In Pending Shipment Module?
Completed Shipments How to view Completed Shipments in Shipping Module?
Completed Shipments How to Enter Market Places in Completed Shipment?
Batch(es) How to view Shipping Batches and Archive Printing in Shipping Module?
Setup How to Create Setup Your Shipment Account?
Service Mapping How to view Requested Service Mapping in Shipping Module?
Create Label How to Create Label in Shipping Module?
Re-Create Label How to create Re-Create Label in ERP Gold?
Page Link
https://us.erp.gold/Dashboard/Index
Step 1. If you add multiple graphs on dashboard you can re-arrange them according to your need.
