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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?


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