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The Golden Inventory System users guide as Adobe Acrobat PDF

1. Reference New item Products Find Delete Insert From Estimate Load from XML cust Load from XML cust Tax Quantity Price H INTEL P4 3 2 2M60 INTEL P4 3 2 2M 800775 EKGs Y 135 00 135 00 y i Hem Description Sales Price On Hand Department TEL P4 3 2 2M 800 INTEL P4 3 2 2M 800 7 gC PL J INTEL CORE 2 DUO INTEL CORE 2 DUO 21 WD 160GB SATA WD 160GB 3 5 SATA II 6 Hard Drives WD 320GB SATA WD 320GB 3 5 SATA II 8 Hard Drives E Fujitsu PS 2 Keybos Fujitsu 8729 651 PS 2 C i 19 Keyboards Logitech Mouse Logitech Wireless Optic 49 Keyboards E DYD RW LG LG GSA H22N 18x 18 8 Optical Drives LG L19527 BF 19 LILG L1952TX BF 19 LCD 19 Monitors ACER AL2016WSD ACER AL2016WSD 20 13 Monitors ASUS P5GZ MX LGAASUS P5GZ MX LGA77 10 Motherboard M Print the estimate and send it to customer 16 For instance a customer wants to buy some your products but you want to wait his payment before shipping You use the Sales Order form for this case Click on the button Create new Sales Order Select the customer name and enter desired products Sales Orders AE Sales Order Invoices Customer Payments File Edit Help Sales Receipts Work Orders Email Print Save xm Template Sales Order template aa Options Status Approved y Transfers Adjust invent pri CLs Calman Ey Sales Order CUTE 3 4 2007 6334 Tra
2. Item On Hand Allocated On Order Available o oo Calculate Percentage Vendors Price 0O0fManual 0 00 Sales Price Manual v Tax Invoice Bar code 123456789001 E Vendor de A ad Non stock Non deplting C Minimum Maximum a E Lab Item Lab Probably you have some products on your warehouses You should create the first receiving receipt with initial stocks Open the panel Actions and select row Receiving Click on the button New and open Item Receipt form Receiving Actions El Receiving Tre File Edit Help o Erai Print Save XML Template Receiver Template z Options Status Approved food Item Receipt No Purchase Orders Vendor Payments Estimates Sales Orders Invoices Customer Payments Sales Receipts Work Orders Transfers Adjust inventory Reports Payment Terms POrder No E New row Products Eind Delete Insert Create receipt from XML vend Item Description Tax Quanti Price Amount gt UE 2 2M INTEL P4 3 2 2M 800 775 Bx 641 Y 111 30 11 te Description a On Location Vendor Pric Cost Sales Price On gt TEL P4 3 2 2M BOC INTEL P4 3 2 2M 800 77 105 00 111 30 135 00 INTEL CORE 2 DUO INTEL CORE 2 DUO 2 280 00 296 80 320 00 WD 160GB SATA WD 160GB 3 5 SATA Il 84 80 84 80 90 00 WD320GB SATA WD 320GB 3 5 SATA Il 120 00 127 20 140 00 Fujitsu PS 2 Keyboa Fujitsu 8729
3. OO fM Warehouse Transfers New row Items Find Delete Insert Deseription A Adjust inventory Reports Tax Quantity INTEL CORE 2 DUO INTEL CORE 2 DUO 2 13G 2M 296 80 V Logitech Mouse Logitech Wireless Optical Mouse PS y i 31 504 gt Fujitsu PS 2 Keybo Fujitsu 6729 651 PS 2 Compact Keyl Y 1 21 20 21 20 0 00 Amount L Total 34 Fields Number In the field Number you must enter the Work Order number or use the default This field is a alphanumeric field You can enter letters and numbers The system will automatically increment the number each time you create a new Invoice or you will enter them manually Each Invoice has unique number and the system will not allow to enter two identical numbers 65 Date You must select a date from the calendar which will appear after click on the field Date Assembly product You should select a Inventory assembly in this field If you create new product use the row lt Add new gt Quantity You enter here quantity of the Assembly product Price You write here a price of the Assembly product Serial If necessary you can reference serial number of the Assembly product in this field Customer ob If you create the assembly for a customer job select it from drop down list Reference You can enter here any additional information concerning this invoice Order Items Click the butto
4. Date customer Total Sold Wilson Coleman Wilson Coleman Paid Balance ua oa 03 04 07 Fields Number In the field Number you must enter the Payment number or use the default This field is a alphanumeric field You can enter letters and numbers The system will automatically increment the number each time you create a new Payment or you will enter them manually Each Payment has unique number and the system will not allow to enter two identical numbers Vendor or Customer You must select a vendor customer name in this field You can add new vendor using row lt Add new gt Date You must select a date from the Calendar which will appear after clicking on the field Date Here you enter 75 the date of the document Date Paid You must select a date from the Calendar which will appear after clicking on the field Date Here you enter the date of the payment Payment Method You can select a payment method from the drop down list or add new method using row lt Add new gt Reference You can enter here any additional information concerning given payment Apply Payment You can connect payment with receiving or sale of products Click the button Invoice Receiver or Order This will display a list of existing Invoices or Receivers You can now select document from List GolnSy automatically will fill fields Number Date Balance Due and Applied Amount You can edit a field Applied
5. Discount rate and Discount If your vendor uses a discount you can enter discount rate or discount amount in this field The system automatically compute discount through significance of the discount rate percent If discount rate is equal zero you can manually enter significance of the discount Shipping Enter shipping charges in this field from vendors invoice Tax The system allows to use two kinds of the taxes The taxes can calculate automatically as significance tax rate percent from the sum of the Receiver with shipping or without Only taxable products are used in calculation If the account of the tax doesn t submit to automation it can be entered manually Update the check boxes Calc Tax if taxes are automatically settled up through tax rate If you expect the tax with allowance shipping establish the check box Tax Shipping You can place options of account of the second tax with the help of forms Receiver Options which is called by clicking of the Option button Comment The Comment field allows you to enter any Receiver comments Due Received Here you can enter due received date You must select a date from the calendar which appear after click on this field Reference Here you can do a note about a condition of this Receiver The Receiver may be printed sent by E mail or Receiver creation may be not completed yet The content of this field is not printed Group The field Group are used for classification of the Rece
6. You should see all receipts are created at the POS panel You can create Sales receipts using the Sales Receipt edit form also 20 40 00 Probably you have a manufacture in your business You can track the manufacture operations in our system also Select row Work Orders at the left menu and click on the button New Work Orders Actions ua a EJ x Q Home Y EEN ES Overview Date Assembly Description Amount Group A Orders aT 2 26 2007 Intel Express Syste P4 3 mi 990 00 Receiving 000002wo 2 26 2007 PC Super 1 200 00 Vendor Payments Eimas PE Work Order Sales Orders File Edit Help Invoices Template werk Order template aa Options Status Approved y Save Customer Payments Sales Receipts Work Orders Inventory Assembly Order lt New system Work Order ODODO3wo 3 10 2007 Description Quantity Price A Reference Customer Job Assembly Location Transfers New row Items Eind Delete Insert Adjust inventory Reports em peste flan Quantity Prica Amount L JINTEL CORE 2 DUO INTEL CORE 2 DUO 2 136 2M 296 80 295 80 Logitech Mouse Logitech Wireless Optical Mouse PS 31 80 31 504 gt Fujitsu PS 2 Keybo Fujitsu 6729 651 PS 2 Compact Keyl Y 1 21 20 21 20 0 00 Total 34 Enter name and description of the new product Define quantity and price Select components in the detail sectio
7. and confirm your wish to delete You can t delete the Order if you have payment by this sale order Find If you want to find a sale order by number customer total or balance click on the button Find or Orders Menu item Find and enter what you want to find in appeared dialog box This function searches for concurrence to any part of all list fields Print List To print the Orders list click on the button Print List or View Menu item Print List Filter If you want to show on a screen only part of the Sale Orders list click on the button Filter or View Menu item Filter and enter what you want select in the appeared dialog box Pay attention after filtration on the button Filter to be highlighted by green light Select for print and Print selected You can select in the list any number of the documents pressing the button Select for print or keeping the key Ctrl with clicking mouse on the extreme left column of the list Then press the button Print selected and you will see the preview window For printing press the button Print Balance It is possible to see balance number of the last sale order and your payment of current customer having clicked on the button Balance or Orders Menu item Customer Balance Help Call of Help Exit Close Sale Orders List You can sort the list for any field having clicked the mouse on title of field The Sale Orders List form may be called from Invoice form or Payment form h
8. button or double click on the product row on the Product List Form The POrder Form will be displayed with new item on the POrder Items box On the POrder Items box edit the Quantity Unit Price and the description if necessary You can also change the Taxable status for the item on this invoice Click the Save button Note that the line item now appears in the grid and discount sales taxes totals and balance due have automatically been calculated Click the New Item button to add additional items to the POrder Note that you can now select product from Products List or click the New button to define an additional product You can simply type Product Code in the POrder Item and press Enter If this product code exists GolnSy automatically will fill fields Description Unit Price and Tax If this product code doesn t exist you must enter description unit price quantity tax and after clicking Save button system add this product in the Product List Besides you can use any bar code reader that is translated and entered directly into the keyboard buffer as regular text You have a possibility to find any product in the big order using button Find You can delete an unnecessary item if establish on it the pointer and click the button Delete Discount rate and Discount If your vendor uses discount you can enter discount rate or discount amount in this field The System automatically compute discount through significance of the discou
9. 14 2007 New item COAR Invoice Orders Delete Number Date BalanceDue Applied Amour Notes As sor CA AAA Orders Wilson Coleman Wilson Coleman OB Bae 7 03 04 07 18 Consequently you may ship products on this Sales Order Click on the button Invoice and select the customer name Press the button at the field Sales Order No and select the Sales Order from drop down list The system will automatically create the new invoice You should only check quantities prices taxes and location You can ship your products from any storage location You indicate desired location in the field Location under the field Comments Sales Orders invoices PF Invoice Customer Payme Sales Receipts Nork Orders Transfers woes ra eo Wilson Coleman Ey pao e Heb 6334 Tracyton Blvd NYY Bremerton WA 98311 New item Products Find a TEE Discount 0 Discount Calculate Tax O Calculate Tax2 O Subtotal 0 00 z Tax Shipping Tax Shipping2 I Shipping 0 00 Tax 0 Tex 0 00 MU O Total miz To be e mailed O Customer Tex cod Paid Amo Balance Due 0 00 If you don t see the field Location click on the button Options and set checkbox Location for whole invoice If you want ship your products from different warehouses set checkbox Location in the detail section of the invoice In this case you will be able to define a location for each product in the invoice Open Items List and check colu
10. 661 PS 2 C 20 00 21 20 40 00 m Logitech Mouse Logitech Wireless Optic 30 00 31 80 50 00 DVD RW LG LG GSA H22N 18 18X 35 00 37 10 40 00 LG L1952TX BF 19 L LG L1952Tx BF 19 LCD 200 00 212 00 240 00 ACER ALQO16WSD ACER AL2016WSD 20 230 00 243 80 260 00 P5GZ MX LGAASUS P5GZ MX LGA77 60 00 63 60 90 00 E x Y kai Departments gt seia 2 rana ubtota ee990000008 Click on the small button in the column Item and select products from drop down Item list Then enter an initial quantity of the product and define storage location in the column Location If you don t see the column Location click on the button Options and set checkbox Location at the Screen Options form Ei Receiving File Edit Help Email Print Save XML Template Receiver Template y Options Status Ve B Screen Options File Help Payme Template Name Receiver Template ltem Receipt v ftem Receipt Date v Date Vendor lv Vendor Date Received lv Date F New row Payment Terms M Payment Terms POrder No lv POrde Item Vendor Invoice v Vendor Invoice Reference v Refere JINTEL P4 3 2 2 Acer AL20 Item Receipt No V ftem Receipt No Sales person v Sales Item Y Description v Tax M Quant iter Description Tax Quan Serial Location Y Customerdob Warre Serial Location ustomer Job Warr You can add items in an Item Receipt several methods First you select from drop down list Second
11. Click on the button New at the toolbar Demo Golden Inventory System Demo Trade File Actions Lists New Help Items Vendors Contracts D E i Vendor Types Customers Jobs Customer Types Warehouse Ms 1 Name Cancel Company amp Locations Sublocation of aae p Payment Terms Payment Methods Address Customer Messages Tax Code List Ship Via List Inactive oO Comments To insert your vendors select row Vendors Contracts and click on New Vendor button and enter information in the dialog box Demo Golden Inventory System Demo Trade File Actions Lists New Help Vendors Vendors Contracts AAA EEE Vendors Contracts Vve gt Vendor Vendor Types Be Customers Jobs Customer Types Best computes A Job types Company amp Locations Label Template Payment Terme Wer E Payment Methods Customer Messages A a i Tax Code List Ship Via List 0 Branch Job E A v Nem client 03 02 07 To insert your new or existing products from your storehouse select row Items and click on the button New Product and enter product details accordingly 5 Demo Golden Inventory System Demo Trade File Actions Lists New Help Products ltems Vendors Contracts Vendor Types Customers Jobs Customer Types Job types Company amp Locations Payment Terms Payment Methods Customer Messages Tax Code List Ship Via List a 2 X sn Departments gt E y
12. Import from csv File Job types Begin from 2 row Refresh Import 7 o eed 3 E Ss GS Er Departments gt Sales Price On Hand Department Color 135 00 9 CPU Company amp Locations Payment Terms Payment Methods Customer Messages Tax Code List Ship Via List ProductName InvDescription Y PODescription KeyCode InvDescription lo 12345678001 Soyo 300W Mid T Kit roduncode Pentium 4 3 4 Ghz The Inte Asus P5GD2 Asus mot WD 120GB HD WD Hird Mushkin 2 123456789004 AAA E Sony 16x DVD R Sony DVD I Creative SB Audigy 2 Creative Suy 19 DY LO Sameung 18 DVI LCD Samsung T Click on the grid header for change column titles New system 0 00 D 81 17 2 Excel files You can import data using the menu item Import only for Customer Vendor and Products from Excel files with any structure At first indicate a source file and then in the opened table select approaching fields having clicked on the grid header Each Excel file must contain a column with unique numbers of the customers or vendors or products During the import process the GolnSy looks for unique number values These records are then imported into the GolnSy database If the unique value already exists it skips that record so that you do not get duplicates 17 3 QuickBooks You can connect to the QuickBooks database and import from Items Customers Vendors ltem Receipts
13. Purchase Orders Sales Orders Sales Receipts and other tables And you can imort these tables from GolnSy to the QuickBooks 82 A eM Ae SATATA 77 COMPANY ov ict aviece ced tale 31 Company Address ceccecceseeeeeeeeeeeeeeeeeaeeateatens 31 Company Name ceecsecceceeeeseeceeeeeeeeeeeeeaeeneateas 47 COS e EEE EA a a Da 70 EE E EE EE EEEE E 77 CUSHOMETF coooccccnonoccnnonononononnnnnncnnnano conos 47 50 51 57 CUSTOMS iii dai 46 83 delia aaa 77 DGC 16 iii a 46 50 51 57 76 Delete Purchase Ordel ccccseccceesseeceesseeeees 35 DISCOUNT dad 36 51 57 Discount rate c oocoooccccconocccnnoncnononancnonananononns 36 51 57 Edit 46 50 51 54 56 57 60 69 76 77 79 Edit Purchase Order ccccsecccessseeceseseeeesseeeees 35 Baim alles sich Aann 31 36 47 51 57 77 Expected Date ceccesessescescesceeceeeeeeeteeneaneates 36 EXPO A BATTE E aii 69 83 Filtera a a 50 56 69 76 Filter Purchase Order ccccccccsssceceesseeeeesseeeees 35 o a 46 56 69 76 Find Purchase Order ccccssccccessccceesseeeeesseeeees 35 QU o EEEE 36 47 69 IMPOR pa 69 83 Materin E EE E EA AE E ve 47 INVOICE EA E EAA A A A EEEE 57 60 INVOICE Description surenin 70 INVOICES 5225s a ias 56 57 GINS E TT 36 57 LAS A EE AA EE E A E 46 56 69 76 list price sranani eee i er nee 70 IOCATION Sie Aa a a ae 70 MAXIMUM das 70 IO A AAA 70 NeWiatadi di 51 56 57 69 76 New Purchase Order cccc
14. The Payments List Form allows to manage creating editing deleting sorting filtering payment receipts You can get to the Payments List by selecting the Lists Menu from the Main Form or clicking on the button Payments or Payments to Vendor Functions New If you want to add a new payment receipt click on the button New or Payment Menu item New and fill the appeared Payment Receipt form Edit If you want to edita payment features click on the button Edit or Payment Menu item Edit or double click on the Payment row and edit fields in the appeared Payment Receipt form Delete If you want to delete a payment receipt click on the button Delete or Payment Menu item Delete and confirm your wish to delete You can t delete the Payment Find If you want to find a payment receipt by number vendor customer total click on the button Find or Payment Menu item Find and enter what you want to find in appeared dialog box This function searches for concurrence to any part of all list fields Print List To print the Payments List click on the button Print List or View Menu item Print List Filter If you want to show on a screen only part of the Payments List list click on the button Filter or View Menu item Filter and enter what you want to select in the appeared dialog box Pay attention after filtration on the button Filter to be highlighted by green light Select for print and Print selected You can sele
15. You can set to the report column any field of the request by selecting it from the combobox list The column will print in the report then you mark check box Show near the combobox If you want to create the complicated report with a grouping then mark checkbox Group by opposite to an appropriate field This Wizard also have tools that allow you to use sub total and sort to update the check boxes Sum and Sort in the right part of the form If you want to show only the part of the requests you can apply filters Establish in a combobox instead of the word All a necessary sign or word lt gt lt gt Between or Like and in the appeared fields enter condition of the filter If you want to see filter condition on the report update the check boxes Print Report Filter The Wizard saves all set up of the report therefore if you again want to print this report it is not necessary to set up it repeatedly You can set up a font for each sections of the report using the menu Fonts The menu Headers allows to edit header and comments of the report You can also save the report to ASCII comma delimited files using Menu Files Save As csv This format is easily read by many programs for example Excel When the report is prepared you can previously look through it having clicked on button Print Report If report is all right click the button Print 2 9 Security The system is protected with data access control It can r
16. are made in the form click Ok button 14 Transfer Order 72 14 1 New Transfer Order You buy goods and dispose them in different storehouses and rooms You can track quantity of the products in the each locations when you create receiving Item Receipts and Invoices When you move products from one locations to other you may use a transfer Order Select on the left menu Actions row Transfer Orders and click the button New You should select source and destination location and enter the line items in the detail area You can use Group for classification Transfer Orders Transfers Actions Overview Purchase Orders Receiving Vendor Payments Pr Transfer Order Estimates Sales Orders Invoices Customer Payments Sales Receipts Work Orders Warehouse T Template Transfer Template Options Status Approved _ Sae Order DDODOStr 3 10 200 New row items Find Delete Insert item Description Tax Quantity Price Amount gt PERENNE 14D 160GB 3 5 SATA II 7200RPM 8h 84 80 42 item Description On Location Vendor PricdCost_ Sales Price On E INTEL P4 3 2 2M 800 INTEL P4 3 2 2M 800 7 E ES yd 16065 SATA WD 160GB 3 5 SATA II 8 E 90 00 Mg 3206GB SATA WD 320GB 3 5 SATA Il Destination Location Transfer Order Adjust inventory Reports AAA Source Location w Company v 73 15 Payments 15 1 Payments List
17. customer form Edit If you want to edit a customer features click on the button Edit or Customer Menu item Edit or double click on the customer row and edit fields in the appeared Customer form Delete To delete a customer click on the button Delete or Customer Menu item Delete and confirm your wish to delete You can t delete the customer if it was specified in any invoice sale order or payment Find If you want to find a customer by description number E mail or balance click on the button Find or Customer Menu item Find and enter what you want to find in appeared dialog box This function searches for concurrence in any part of all list fields Print List To print Customers list click on the button Print List or View Menu item Print List Filter If you want to show on the screen only a part of the Customers list click on the button Filter or View Menu item Filter and enter what you want to select in appeared dialog box Pay attention that after filtration the button Filter to be highlighted by green light Label Having clicked on the button Label or View Menu item Label you can create a label for each customer with the help of the Label Wizard Balance It is possible to see the balance number of the last invoice and payment when you click on the button Balance or View Menu item customer Balance Statement You can print the statement of any customer You will see all the sales of this customer a
18. depleting also check the boxes Finally click the OK button on the Product Form and Select button or double click on the product row on the Product List Form The Order Form will be displayed with new item on the Order Items box On the Order Items box edit the Quantity Unit Price and the description if necessary You can also change the Taxable status for the item on this invoice Click the Save button Note that the line item now appears in the grid and discount sales taxes totals and balance due have automatically been calculated Click the New Item button to add additional items to the Order Note that you can now select product from Products List or click the New button to define an additional product You can simply type Product Code in the Order Item and press Enter If this product code exists GolnSy automatically will fill fields Description Unit Price and Tax If this product code doesn t exist you must enter description unit price quantity tax and after clicking Save button system add this product in the Product List Besides you can use any bar code reader that is translated and entered directly into the keyboard buffer as regular text You ll see the warning message if you enter in the order a product with zero or small quantity in the warehouse You have a possibility to find any product in the big order using button Find You can delete an unnecessary item if establish on it the pointer and click the button Delet
19. detail section from any Estimate already sent to the customer You can use hot keys for fast luanch of the functions F2 New Item F4 Products change field Tax and increase Quantity F7 Find Sale Order If you use sale orders you can create invoice as copy sale order already sent to the customer If you selected the customer for your invoice you ll see only list of sales orders of this customer If you not selected customer you ll see all sales orders You should choose order and press on the button Select or do double click of the mouse Program pull over the items comments and other info from a Sales Order to an Invoice Sold Here you can look through the list of all invoices under this Invoice Total sum of sale is visible to the right of this button Paid Amount You can look through the list of all payments under this Invoice after clicking on this button Immediately from this list of payments you can enter new payment or edit already made payments under this Invoice Total sum of payments is visible to the right of this button Options When you click the button Options you can change any caption of the Invoice and set up a mode of the calculate taxes This Options form allows to adjust the screen form in any kind appropriate for you The options are saved in the current template Template It is an Editor for Invoice templates You can create any receiving list template using mouse and toolbar buttons You should click on
20. edit the Quantity Unit Price and the description if necessary You can also change the Taxable 42 status for the item on this invoice Click the Save button Note that the line item now appears in the grid and costs discount sales taxes totals and balance due have automatically been calculated Click the New Item button to add additional items to the Receiver Note that you can now select product from Products List or click the New button to define an additional product You can simply type Product Code in the Receiver Item and press Enter If this product code exists GolnSy automatically will fill fields Description Unit Price and Tax If this product code doesn t exist you must enter description unit price quantity tax and after clicking Save button system add this product in the Product List Besides you can use any bar code reader that is translated and entered directly into the keyboard buffer as regular text You have a possibility to find any product in the big receiving list using button Fina You can delete an unnecessary item if establish on it the pointer and click the button Delete If you have several locations or warehouses you can set the checkbox Location in the Options Form and indicate the location for each receiving item If you purchase goods specially for the Customer Job set column Customer and select Customer Job for this items And finally you may indicate warranty date in the column Warranty
21. form in any kind appropriate for you The options are saved to the following new Item Receipt Template It is an Editor for Item Receipt template You can create any receiving list template using mouse and toolbar buttons You should click on the toolbar buttons Line Frame Image Text or Data and paint with mouse this elements You can use right mouse button and menu items You should save template in dtm file after edit You may create several template for each document for example packing list for invoice Before printing you should select Template from drop down list Print Use this button to print the Item Receipt Save XML It is very useful function for data exchange with your main office or vendors For instance you have solved to return some goods on main warehouse You create back order using Receiving Receipt form and indicating negative quantity for each item You save your receipt in XML file Then you ship the products and send this file to your main office via email or ftp server or on floppy disk or using flash device Main Inventory System load this file and automatically will create invoice with negative quantity of products and increase stocks on the main warehouse You exclude the manual entering from your work Load XML vendor Invoice You can receive a Invoice from your main office or vendor in the Golden Inventory XML files You can easy transform it into Receiving Receipt using this button Save Any modification
22. report wizard Payment Terms This Payment term will appear every time you create the new purchase order Billing and Shipping Address The billing address is where you should send purchase orders to The shipping address is where you ship products to These addresses will appear on the top of your purchase orders You can use a button gt for copying billing addresses into the shipping address E Mail In the field E Mail you must enter the e mail address of this vendor That allows you to send by e mail the purchase orders If you click the button E mail it can send the letter immediately from this form Salesperson This Salesperson will appear every time you create the new purchase order Inactive 33 This option allows you to setup this vendor as inactive If you try to do a purchase order for this vendor the system will warn you that the vendor on inactive status J ob Contract You can have several contracts with one vendor Click checkbox and set the contract parameters Parent Vendor Status Start Date Projected Ended Description Type Comment To enter any special notes about a vendor Demo Golden Inventory System Demo Trade File Actions Lists New Vendors Contracts Te a ee Vendors Contracts veks Vendor Vendor Types Customers Jobs Customer Types Bestcompues UA Job types Company amp Locations Label Template Payment Methods Customer Messages Tl E a Tax Code List Ship Via List 0 Branch Job A
23. to manage creating editing deleting sorting filtering invoices You can get to the Invoices List by selecting the Lists Menu from the Main Form or clicking on the button Invoices Functions New If you want to add a new sale invoice click on the button New or Invoices Menu item New and fill the appeared Invoice form Edit If you want to edita invoice features click on the button Edit or Invoices Menu item Edit or double click on the Invoice row and edit fields in the appeared Invoice form Delete If you want to delete a invoice click on the button Delete or Invoices Menu item Delete and confirm your wish to delete You can t delete the Invoice if you have payment by this sale invoice Find If you want to find the a sale invoice by number customer total or balance click on the button Find or Invoices Menu item Find and enter what you want to find in appeared dialog box This function searches for concurrence to any part of all list fields Print List To print Invoices list click on the button Print List or View Menu item Print List Filter If you want to show on a screen only part of the Invoices list click on the button Filter or View Menu item Filter and enter what you want to select in the appeared dialog box Pay attention after filtration on the button Filter to be highlighted by green light Select for print and Print selected You can select in the list any number of the documents pressing t
24. you enter item name from keyboard System will find corresponding product and enter automatically all fields If product is not found system add this product into product table when you saving this Item Receipt Third if you have a keyboard wedge bar code scanner you set focus on the column Item and scan bar code label Program will find product and enter item name description and price into receipt detail fields You have to enter quantity only You should enter all your existing products in the initial receiving receipt Save this receipt and check On hand amount at the Item List form Demo Golden Inventory System Demo Trade File Actions Lists New Help Products Items Actions Vendors Contracts Dep Vendor Types INTEL P43 22M 800 INTEL P4 3 2 2M 800 775 B 135 00 9 CPL Customers Jobs INTEL CORE 2 DUO 2 13INTEL CORE 2 DUO 2 136 320 00 7 CPL Customer Types WD 160GB SATA WD 160GB 3 5 SATA II 7200 90 00 6 Harc Job types WD 320GB SATA WD 320GB 3 5 SATA II 7200 140 00 8 Harc Company 4 Locations f Fujitsu PS 2 Keyboard Fujitsu 8729 651 PS 2 Comp 40 00 19 Key Payment Terms i i E Payment Methods E Logitech Mouse Logitech Wireless Optical M 50 00 49 Key Tax Code List LG L1952TX BF 19 LCD LG L1952TX BF 19 LCD BLA 240 00 19 Mon Ship Via List ACER AL2016WSD ACER AL2016WSD 20 W Lt 260 00 13 Mon ASUS P5GZ MX LGA775 ASUS P5GZ MX LGA775 80 90 00 10 Mot ASROCK 775DUAL ASROCK 77
25. 0 p Customer Tax code Balance Due 0 00 To be e mailed In the field Number enter the Invoice number or use the default This field is a alphanumeric field Each Invoice has the unique number Fill in the name of the customer or job Select a Template In the detail area enter the line items Invoice Items Click the button Product This will display a list of existing products Click the button New to add a new product or service Enter a unique Product Code Invoice and Invoice Description Cost List and Sale Price on the Product Form Update the check boxes to reflect if taxes are normally applied to sales of this product If you wish to use this product as non stock or non depleting also check the boxes Finally click the OK button on the Product Form and Select button or double click on the product row on the Product List Form The Invoice Form will be displayed with new item on the Invoice Items box On the Invoice Items box edit the Quantity Unit Price and the description if necessary You can also change the Taxable status for the item on this invoice Click the Save button Note that the line item now appears in the grid and discount sales taxes totals and balance due have automatically been calculated Click the New Item button to add additional items to the Invoice Note that you can now select product from Products List or click the New button to define an additional product 57 You can simply type Product Co
26. 2 New Sale Orden aa a a dE Ctddsa vba Cdavigneiadvuldlavediesdevtdaddesdevedvors 51 8 3 EditSale Orde iii lidia seaineawsaaeanssinteasateasseas 54 8 4 EstiMateti a a td stas 54 SOYO E OS 56 9 1 INVOICES EIS EEE iii E E E AA EE EE E E A E EA 56 9 2 NewiInVOlCe dt T E A E A EEEE 57 9 3 EGU I VOIG AOA EEA E A E T AA E E AA 60 Sales ec ES nad cada ri cde oes 61 10 1 New Sales Recelpis voii at 61 A A aavomecnte tae 62 11 1 POiNt Of Sale Option corria raa ARREARS R RAE iones ienied AA AA 63 11 2 Foimtot Sale Panel o ia 64 A A a AS 65 12 1 New Work Order anidar ida Boab acndaataded veuiesivsslstia oui AE dond bocado A cad 65 OS 68 13 1 MSM AS ica alas ES AAA Pie doniau dav ah ET AA 68 13 2 Newilteniivcs 2 ee a Ae eae ecards oy old een cet Meee a a a 70 Ae TS AR A O 72 14 1 NIE IO O TT 73 LSP AVINENS arerin Ea anetes ties E E AS 74 15 1 Payments Listin aa 74 15 2 New Payment iii a EAN 75 15 3 Edit Pa di e hai 77 TO OVAVISW laa A EN Guineas haldvensnhen 78 16 1 Inventoly 10 REO iii ia 78 16 2 BllStO PAY tico cut sat E EEE A 79 16 3 Unclosed Sales Orders cita a in rt 79 16 4 Unpaid VORES nnmn aa A rc 80 17 EXDOrt and IMPI E are 81 17 1 CSW TIES vac cure Senter ON 81 17 2 Excel v2 hs ccs ccs cae cease aS gh tee yeeetsanslev ce vat datas atch ha E E EEA exch ee 82 17 3 QUICKBOOKS Hita dt tits 82 1 Introduction i ed What is GolnSy Golden Inventory is a complete inventory management system for the any busin
27. 5DUAL YSTA L 80 00 12 Motl 10 To insert your customers select row Customers obs and click on New Customer button and enter information in the dialog box Customers Jobs Actions Items Vendors Contracts emme Tomoan ane phone Foai a Taane Ridge Farms 002 090 7 Customers Jobs A Customer Customer Types Job types Customer Name Company Name O Name Last Name Company amp Locations Ridge Farms Farms Ridge Farms Farms A ae Payment Terms Cai Payment Methods C pee aa Contact Label Template Sear pas EEE a A Custorner Label Temp MIN AA Tax Code List Ship Via List Type v PaymentTerms X Tax Code v Hi Billing Address Shipping Address Inactivi ale a N E Accoun Country Country Phone ip Phone Current Balanse 1049 40 Discount a BranchJob Parent Customer Tax Agency v Comments mm Now our inventory system is ready to work You have to use the next documents for tracking your inventory actions Purchase Orders when your order products for your business from vendors Item Receipts when you receive products on warehouses from vendors Estimates Quote when you inform customers about your products and prices Sales Orders when you allocate products for customers but don t ship items to customers Invoices when you ship products to customers Sales Receipts when you sell prod
28. Amount and Credit or Debit thus that the field Paid Amount corresponded to the valid payment You can realize payment for any number of the various documents Invoices Purchase Orders Sale Orders or Item Receipts You can delete an unnecessary item if establish on it the pointer and click the button Delete Comment The Comment field allows you to enter any Payment comments Group The field Group is used for classification of the Payments You can sort and apply a filter by Group in the Payments list and reports The content of this field is not printed Buttons New Item Click the New Item button to add additional items to the POrder Receivers Invoices Orders Calls the Receivers Invoices Orders List form for choice of the product Delete You can delete an unnecessary item if you establish the pointer on it and click the button Delete Options Click the button of Options to open its Form Here you can change any caption of the Payment to prohibit from printing some fields and set up the mode of taxes calculation This Options form allows to adjust the payment form in any kind appropriate for you The options are saved in a Payment Template Template It is an Editor for Payment templates You can create any template using mouse and toolbar buttons You should click on the toolbar buttons Line Frame Image Text or Data and paint with mouse this elements You can use right mouse button and menu items
29. DUO INTEL CORE 2 DUO 2 13G 2M INTEL P4 3 2 2M G0CINTEL P4 3 2 2M 800 775 BX 641 Antec 3U25EPSS550x Antec 3U25EPSSS50xR 2 Rack md Antec Solution SLK2IAntec Solution SLKQ650 80E Mig WD 160GB SATA WO 160GB 3 5 SATA Il 7200RPM amp WD 320GB SATA WD 320GB 3 5 SATA II 7200RPM Logitech Mouse Logitech Wireless Optical Mouse P ACER ALQOIBWSD ACER AL2016WS0 20 W LCD SILY LG L1952TX BF 19 LILG L1952TX BF 19 LCD BLACK 121 Price Barcode 9 Total 40 00 64 12 Work Orders 12 1 New Work Orders You can create inventory assembly and track the manufacture operations in your business To call the form for creation of new manufacture invoice click Create new Work Order on the main menu or button New Work Order on the Invoices list form Work Orders Actors os al x esl Ss el ES o aia _ Order Date Assembly Description JowTamoum 7 Group Purchase Orders gt 000001 wo 2 26 2007 Intel Express Syste P4 3 2 512MB 160G 990 00 Receiving 000002wo 2 26 2007 PC Super 1 200 00 Vendor Payments dietas se PE Work Order Sales Orders File Edit Help Invoices Template werk Order template aa Options Status Approved y Save Customer Payments Sales Receipts Work Orders Inventory Assembly Order lt New system Work Order ODODO3wo 3 10 2007 Description EEE Price SS New New computer system system 18 1250 00 250 00 e EEE ES Job 20 E Location
30. Golden Inventory System Quartex LLC 2007 www executivpro com o o E A EAE S E E EE E A A EIE 3 1 1 Whatis OMS AO A A T A 3 1 2 How to bed acra ii A A E AO 4 1 3 System RequiremMentS ocococonccnoncncnncnnnnn iiA A NEEE EAA A 24 1 4 Install OI aE E sado T AE E E E ETA ER 25 Ze UPA ENU rt aiae lias ot A tet A Aa AAAA 26 2 1 NEW D tabasersoe me a A a A a iaa 26 2 2 Open Databases imita 26 2 3 Ba Ck Di roiie a e e e E ATA EA TA A AE T A E EA 27 2 4 Restorer a A A AA ES A A Sad a edhe A EO MATER a aaa 27 2 5 Fage Sepon a ie I Anes ih eee ls 27 2 6 Forms Fotos tania ala aa A 27 2 7 o E TE E A E E E E A dassuadanuaeastiapings sate 27 2 8 Report Wildside 28 2 9 eE EE EE E E E A A T N A E E A N E N A 28 ets VOUC OMPI Y aaa E A E one vcesateatederltenienrs 30 3 1 Setup Your Company Z eoa aaa ii ovate dete SEE O EAA E a a E 30 3 2 Company Addos Seana o a AE a aid 31 3 3 EEEO e EL Wii A A A AAAS 31 NO 32 4 1 Ned Li DEE di IN Beta a 32 4 2 NEW VON Misi TAE A EE a a EA 33 A O OA 35 5 1 Purchase Orde rita A das 35 5 2 New Purchase Order Ad AA As 36 5 3 Edit Purchase Odia a a ria 40 A A cts n a EE aerial 41 6 1 Item Receipts iii ines ae eee da 41 6 2 New temi Reco ziti A reta 42 6 3 Edit Item Receipt w ccc cccciee weil ae ee ee ieee een eee anes 44 A A a a 46 7 1 GUSTOMENS LIST er tia tt AN A Banana A 46 7 2 NeW CUStOMe Ed A LEA it ti n 47 8 SaleOrders Estimates a aaa 50 8 1 Sale Orders Listar dl aras 50 8
31. Lab Fields Calculate Vendors Price v Sales Price m v Tax Invoice Item Code In the field Item Code you must enter the Item name This field is alphanumeric field You can enter letters and numbers Each item code is unique and the system will not allow to enter two identical name You have 50 spaces in which you can enter your Product Code Invoice description You must enter invoice description for each product This description will be used in the sale orders and invoices as the product being sold Item Code and description are enough to create the new product Purchase Order description You can enter POrder description for product This description will be used in the purchase orders and receivers as the product being bought You may not type the POrder description and it will be copied with the Invoice description after saving new product 70 Type You should select type of the new item The system uses 12 item types Service Inventory Part Non Inventory Part Fixed Asset Other Charge Subtotal Group Inventory Assembly Discount Payment sales Tax ltem Sales Tax Group Cost The cost is the amount that you have paid for the product when you have bought it Cost includes the price of purchasing shipping and taxes The system automatically recalculates product cost for each new receiver The cost can be used for calculating sale price List Price The list price is used in the calculation of a sale price
32. Nem client 03 02 07 34 5 Purchase Orders 5 1 Purchase Orders List The Purchase Orders List Form allows to manage creating editing deleting sorting filtering of purchase orders You can get to the Purchase Orders List by selecting the Lists Menu from the Main Form or clicking on the button POrders Functions New If you want to add a new purchase order click on the button New or POrders Menu item New and fill the appeared Purchase Order form Edit If you want to edit a purchase order features click on the button Edit or POrders Menu item Edit or double click on the POrder row and edit fields in the appeared Purchase Order form Delete If you want to delete a purchase order click on the button Delete or POrders Menu item Delete and confirm your wish to delete You can t delete the POrder if you have payment or receiving by this purchase order Find If you want to find a purchase order by number vendor total or balance click on the button Find or POrders Menu item Find and enter what you want to find in appeared dialog box This function searches for concurrence to any part of all list fields Print List To print POrders list click on the button Print List or View Menu item Print List Filter If you want to show on a screen only part of the Purchase Orders list click on the button Filter or View Menu item Filter and enter what you want select in appeared dialog box Pay attenti
33. Order Best Computers Bill to 14972 Fordham 1223 Main street EE zonar E White town FOB Ship Via TX Sterling Heights USA Reference Payment Terms vw New item Products Find Delete Insert Load from XML vendor Sales order item p Description Tax Quantity Price JAmount_ Location gt LG L1952TXE LG L1952TXBF 19LCDE Y 4 000 00 EEE WD 16066 5 WD 160GB 3 5 SATA II7 80 00 _Company DVD RWLG LG GSA H22N 18X 18XD Y 35 00 _Company 13 You will see the Preview screen with ready to printing your Purchase Order You can print this order or send it by email using built in the inventory system email program You can save your Purchase Order as image jpg file also Ell Purchase Ord ESE Ven Best Computers 14972 Fordharn Sterling Heights MI 48313 _ Jitem PIs LIZE wo 16068 porwie m7 e coi o pii Save As jpg Zoom f100 y lt lt lt 11 gt gt S we Demo Trade POrder No 000002 1223 Main street Purchase Order White town Febrer ZE Lue Vendor Ship to Name Best Computers 1223 Main street Address 14972 Fordham White town City TX Phone USA Reference Expected Date 20 LG L1952TX BF 19 LCD BLACK 12801024 1400 1 6MS DUAL 300CD Me2 160 160 F ENGINE 200 00 1 WD 160GB 3 5 SATA II 7200RPM 8MB CACHE 80 00 1 LG GSA H22N 18 18 DVD RW 35 00 Sub Total f Pavment Detaile 14 If you get goods
34. Resale I m Accoun Country E Country eon Phone ip Phone Credit L Current Balanse 1049 40 Discount a Branch Job Tax Agency v Comments m Fields Number In the field Number you must enter the customer number or use the default This field is a alphanumeric field You can enter letters and numbers The system will automatically increment the number each time you create a new customer or you will enter them manually Each customer has unique number and the system will not allow to enter two identical numbers Company name You must enter a customer company name This name will be used on the purchase orders receiving lists and payments Number and name are enough for creation of the new customer Type and Group The fields Type and Group are used for classification of the customers You can sort and apply a filter by Group in the Customers list The fields Group and Type can be used on the report wizard Payment Terms This Payment term will appear every time you create the new invoice Billing and Shipping Address The billing address is where you should send invoice and sale orders to The shipping address is where you ship products to These addresses will appear on the top of your invoices and sale orders You can use a button gt for copying billing addresses into the shipping address E Mail In the field E Mail you must enter the e mail address of this customer That allows you to se
35. The list price is usually the manufactures suggested retail price Price Method You can use several methods of calculating List and Sale prices Manual a price is not automatically calculated by the system you must enter a price manually Markup from Cost GolnSy will automatically calculate the list or sale price using the Cost and the percentage The formula used to calculate this price is Cost Cost Percentage 100 Margin From Cost The system will automatically calculate the list or sale price using the Cost and the percentage If margin markups the sale price by 15 enter 15 00 in the percentage field The formula used to calculate the price is Cost 1 Percentage 100 Only for Sale price Discount From List GolnSy will automatically calculate the sale price using the List Price and the percentage The formula used to calculate this sale price is List Price List Price Percentage 100 The system calculates the prices after clicking on the Recalculate button Sale Price This is the unit price used in all new Sale Orders and Invoices which you can change at Invoice s Order s any time Pref Vendor The system finds all vendors who have ever delivered this product and fills in their names in the combobox You can select vendor that you prefer or fill in a vendor name This field appears on your reports to help you in solving what the vendor you prefer to buy this product from Bar Code You can use any
36. Vendors Contracts Vendor Types Customers Jobs Customer Types Payment Terms Payment Methods Customer Messages Tax Code List Ship Via List gt WD 160GB SATA WD 160GB 3 5 SATA II Location Warehouse daa kk Qe 23 We ve did the several actions with inventories and now want to create some reports Open panel Actions and select row Reports Select type of reports and set the check boxes opposite need fields Click on the button Print Report Reports ido Inventory Report v Print Report Filter Group by DataReport1 Show columns a Nothing v E jv Product Name x E Department Se zoom 100 v Sales Orders Invoices Customer Payments gt ul Sales Receipts gd Bar Code z Inventory Report orn Product Description z iv On Hand v a Sales Price E Product Name On Hand e On Order z INTEL P4 3 2 2M 800 9 om Cost gt 7 INTEL CORE 2 DUO 2 13 7 orm Cost Value y WD 1606B SATA 6 in Sales Price A WD 320GB SATA 8 sales Value m p Fujitsu PS 2 Keyboard 19 Logitech Mouse 49 DVD RW LG 8 LG L1952Tx BF 19 LCD 19 ACER AL2016WSD 13 ASUS P5GZ Mx LGA775 10 1 3 System Requirements Windows 95 98 2000 NT 4 Me and XP 30 MB hard drive space 64 MB RAM Ink or Laser Printer 24 1 4 Installation Before installing use the Golden Inventory SystemGolden Inventory System make sure that your syste
37. You should save template in dtm file after edit You may create several template for each document for example packing list for invoice Before printing you should select the required Template from drop down list Print Use this button to print the Payment Receipt E mail You can send the Payment Receipt by E mail using this button The Payment Receipt will be created as html file and will be sent to your vendor as an attachment of the e mail 76 Save Use this button to save all the changes you have made in the payment Form otherwise they will be lost Close This button is to close the Payment Form whether you made changes or not But be sure you have clicked the button Save if you want to keep the changes before clicking the Close button Form Menu You can execute any command by clicking on an appropriate button but also by choosing the item of the Form Menu 15 3 Edit Payment You can make any changes necessary for existing Payments To call the form for edit of Payment click Payment Payment to vendor button on the main form From the Payments List form you have to choose the Payment and click on the Edit button or double click on the Payment row You can change add and remove Payment information using any functions of the Payment Form We do not recommend you to make any changes in the Payment Receipt after it has been sent to your customer or vendor You can prepare another Payment Receipt for the required adjust
38. a ha a mailed Fields Number In the field Number you must enter the Order number or use the default This field is a alphanumeric field You can enter letters and numbers The system will automatically increment the number each time you create a new Order or you will enter them manually Each Order has unique number and the system will not allow to enter two identical numbers Customer You must select a customer name from drop down list You can add new vendor using row lt Add new gt Bill to and Ship to You can enter here address on which you usually receive products These field will be filled automatically if you have filled lines of Billing address and Shipping address in the Customer form Date You must select a date from the calendar which will appear after click on the field Date Salesperson and Payment Term Text will appear in this fields from Customers Form Payment Term and Salesperson If you don t accept this text simply type a new content Reference You can enter here any additional information concerning given sale order 51 Order Items Click the button Product This will display a list of existing products Click the button New to add a new product or service Enter a unique Product Code Invoice and Order Description Cost List and Sale Price on the Product Form Update the check boxes to reflect if taxes are normally applied to sales of this product If you wish to use this product as non stock or non
39. ader that is translated and entered directly into the keyboard buffer as regular text You ll see the warning message if you enter in the invoice a product with zero or small quantity in the warehouse You have a possibility to find any product in the big invoice using button Find You can delete an unnecessary item if establish on it the pointer and click the button Delete The form has the checkbox Calculate Price from Ext for switching the mode of calculate price from extention Comment The Comment field allows you to enter any Invoice comments Reference Here you can do a note about condition of this Invoice The Invoice may be printed sent by E mail or Invoice creation may be not completed yet The content of this field is not printed Group The field Group is used for classification of the Work Orders You can sort and apply a filter by Group in the Work Orders list and reports Assembly Location You may indicate location for the Assembly product Status You can select status of your Order Approved for existing assembly Waiting for planned transaction and Canceled Item Location You can select the location of the assembly components 66 Buttons Manufactured Product Calls the Product List form for choice of the manufactured product New Item Click the New Item button to add additional items to the Invoice Products Calls the Products List form for choice of the product Find You may find any product
40. amongst already entered items Delete You can delete an unnecessary item if you establish the pointer on it and click the button Delete You can use hot keys for fast luanch of the functions F2 New Item F4 Products change field Tax and increase Quantity F7 Find Options When you click the button Options you can change any caption of the Work Order and set up a mode of the calculate taxes This Options form allows to adjust the screen form in any kind appropriate for you The options are saved in the current template Template It is an Editor for Invoice templates You can create any receiving list template using mouse and toolbar buttons You should click on the toolbar buttons Line Frame Image Text or Data and paint with mouse this elements You can use right mouse button and menu items You should save template in dtm file after edit You may create several template for each document for example packing list for invoice Before printing you should select Template from drop down list Print Use this button to print the Work Order Save Any modifications made in the Work Order will be saved only in case if you click this button Close This button closes the Work Order form If you want to save all modifications made in the form before closing the form necessarily click Save button If you want to leave without saving safely click on this button 67 13 Items 13 1 Items List The Products List Form a
41. ate You can create any orders template using mouse and toolbar buttons You should click on the toolbar buttons Line Frame Image Text or Data and paint with mouse this elements You can use right mouse button and menu items You should save template in dtm file after edit You may create several template for each document for example packing list for order Before printing you should choose necessary template from drop down list Print Use this button to print the purchase order E mail You can send the POrder by E mail using this button The POrder will be created as html file and will be sent to your vendor as attachment of the letter Save XML Itis very useful function for data exchange with your main office or vendors You save your order in XML file Then you send this file to your main office via email or floppy disk or flash device Main Inventory System load this file and create invoice with necessary products for you and save this invoice in new XML file When you receive the products you load XML invoice and your inventory system automatically will create receivng receipt You exclude the manual entering from your work Load XML Sales order You can receive a Sales Order from your vendor in the Golden Inventory XML files You can easy transform it into Purchase Order using this button Save Any modifications made in the POrder will be saved only in case if you click this button Close This button closes the POrder for
42. ate in GolnSy is a list of products you propose to sell to a current or prospective customer You can change the estimate title of the form to anything you wish such as bid quote or proposal Creating an estimate is very similar to writing an Sales Order You can use estimate for creating invoice or Sales Order after the customer accept 54 Estimates P Estimate File Edit Help Invoices Email Print Customer Payments Sales Receipts Bill to Purchase Orders Receiving Vendor Payments Sales Orders Estimate 000002 3 4 2007 Reference New item Products Find Delete Insert From Estimate Load from XML cust Load from XML cust item Description Tax Quantity Price E NTEL P4 3 2 2M 801 INTEL P4 3 2 2M 800 775 BX64 Y 1 135 00 ee 00 gt INTEL Pa 3 2 2m 800 3 CPU INTEL CORE 2 DUO an CORE 2 DUO 2 1 WD 160GB SATA WD 160GB 3 5 SATA II 6 Hard Drives 320GB SATA WD 320GB 3 5 SATA II 8 Hard Drives Ml Fujitsu PS 2 Keybos Fujitsu 8729 651 PS 2 q 19 Keyboards Logitech Mouse Logitech Wireless Optic i 49 Keyboards _ DVD RW LG LG GSA H22N 18 18X 8 Optical Drives LG L1952TX BF 19 L LG L1952Tx BF 19 LCD 19 Monitors ACER ALQOIBWSD ACER AL2016W3D 20 13 Monitors ia ASUS P5GZ Mx LGAASUS P5GZ Mx LGA y 10 Motherboard M E 55 O Invoices 9 1 Invoices List The Invoices List Form allows
43. aving clicked on the buttons Order You can select the Order by a double click of the left mouse button on the Order row or click on the button Select The form Sale Order has the checkbox Calculate Price from Ext for switching mode of calculate price from extention You can use hot keys for fast launch of the functions F1 Help F2 New F3 Print selected F4 Edit F5 select F6 Filter F7 Find F8 Delete 50 8 2 New Sale Order To create new sale order click New Order on the main form or button New on the Sale Orders list form Sales Orders PF Sales Order Invoices Customer Payments File Edit Help Sales Receipts Work Orders Email Print Save XML Template Sales Order template y Options Status Approved y Transfers Adjust invent oe oo C a Ey Sales Order ane 3 4 2007 6334 Tracyton Blvd NY 6334 Tracyton Blvd NY he Bremerton Bremerton Reference WA 98311 WA 98311 New item Products Find Delete Insert From Estimate Load from XML customer item Description oyp lax Quantiy Price Amount POrder No gt INTEL CORE 2 DUO INTEL CORE 2 DUO 2 13G 2M 320 00 320 00 WD 160GB SATA WD 160GB 3 5 SATA II 7200RPI Y i 90 00 90 00 Discount 0 Discount Calculate Tax Calculate Tax 2 O Subtotal Tax Shipping J Tax Shipping2 I Shipping SS me GST ma ka El 0 Ta Shipped Total m Customer Tax code A al 2 T
44. bar code for identification and automatic entering items in invoices and orders Department The field Department is used for classification of the products You can select already existing Department or enter new Department in this field You can sort and apply a filter by Department in the Items List The field Department can be used in the report wizard Weight It is weight of product unit Tax Invoice and Tax PO These check boxes allow you to specify if a product is taxable in POrders and Invoices The system calculates the tax only for taxable products You can change these options at Invoice s Order s any time Non Stock Non Depleting If you establish one of these options the system will not update the stock balance for this product The residual of a non stock product is always equal zero irrespective of how many you have received or have sold it The stock balance of a non depleting product takes into account only receivers of it and doesn t take into account sale An example of a non stock product is labor freight software 71 Minimum Maximum and Target Quantity The system uses these fields for account of an optimum stock level for this product The Maximum quantity is used by the Overstock Report and the Minimum quantity is used by the Reorder Report If the residual of this product falls below the Minimum quantity of it will appear on the Reorder Report and if the stock level of this product higher the Maximum quan
45. button Print Last Sale It is possible to see numbers of the last invoice and receiver where this product is presented Print Inventory report You can easy create report with quantity of the products on hand received and sold in a designated time frame Help Call of Help Exit Close Products List You can sort the list for any field having clicked the mouse on title of field The Products list form may be called from Invoice form Sale Order form or Payment form having clicked on the button Product You can select the Product by a double click of the left mouse button on the product row or click on the button Select You may add a new product and then select him You also can use any above mentioned function You can use hot keys for fast luanch of the functions F1 Help F2 New F3 Print inventory report F4 Edit F5 select F6 Filter F7 Find F8 Delete 69 13 2 New Item To create of new item click New ltem on the main form or button New on the ltems list form Demo Golden Inventory System Demo Trade EST 97 Z lt All Departrnents gt Vendors Contracts Vendor Types Customers Jobs Customer Types Job types Company amp Locations Payment Terms Payment Methods Customer Messages Tax Code List Ship Via List On Hand Allocated On Order Available Bar code Po 123456789001 23456789001 n Department v Non stock Non deplting 7 Lab a ae EE ht ftem
46. ct in the list any number of the documents pressing the button Select for print or keeping the key Ctrl with clicking mouse on the extreme left column of the list Then press the button Print selected and you will see the preview window For printing press button Print Balance It is possible to see the balance number of the last purchase order and your payment of current vendor or customer having clicked on the button Balance or Payment Menu item Vendor or Customer Balance Help Call of Help Exit Close Payments List You can sort the list for any field having clicked the mouse on title of field or use menu item Sorting Payments List form may be called from Invoice Order Receiver and POrder forms form having clicked on the buttons Paid You can select the Payment by a double click of the left mouse button on the Payment row or click on the button Edit If you want to add new payment under the current document click the 74 button New 15 2 New Payment To create new payment click New Pament or New Pay on the main form or button New on the Payments List form Repu El Payment Email Ent Template Customer Payment temp Options Status Approved Save Number l Payment 000002 3 4 2007 A Apply to invoices and orders w 3 4 2007 E New item tevin Invoice Orders Delete Number Date Balance Due Applied Amour Notes oner aes sar a O A Orders enert
47. cyton Blvd NW 6334 Tracyton Blvd Ny E b a Bremerton Bremerton Reference Ea WA 98311 WA 98311 New item Products Find Delete Insert From Estimate Load from XML customer lem eee rae at JQuantity Price Amount POrder No gt INTEL CORE 2DUO_ INTEL CORE 2DU0 2136 2M__ Y 320 00 320 00 WD 160GB SATA WD 160GB 3 5 SATA II 7200RPt Y an 90 00 Discount 0 Discount Calculate Tax Calculate Tax 2 O Subtotal Tax Shipping E Tax Shipping2 O Shipping Tax 6 00 Sale Tax v 6 Tax w Company v ees o mi 9 me Shipped Total Tis Lee Customer Tax code E ad a You can define the tax for the Sales Order Set the checkbox Calculate Tax and enter value of the Tax The inventory system calculates automatically the Tax amount Be aware thata value product On Hand is hot changed after creation a Sales Order 17 After receiving information about customer payment you can track this action in the Customer Payments section of the inventory system Click on the button Customer Payment Define the customer and click on the button order and select the Sales Order for payment You can change the Applied Amount if your customer has paid different amount Repu Ell Payment File Edit Help Email Print Template Customer Payment temp y Options Status Approved y Save Number Y a Payment 000002 3 4 2007 _ __ _ Apply to invoices and orders y
48. de in the Invoice Item and press Enter If this product code exists GolnSy automatically will fill fields Description Unit Price and Tax If this product code doesn t exist you must enter description unit price quantity tax and after clicking Save button system add this product in the Product List Besides you can use any bar code reader that is translated and entered directly into the keyboard buffer as regular text You ll see the warning message if you enter in the invoice a product with zero or small quantity in the warehouse You have a possibility to find any product in the big invoice using button Find You can delete an unnecessary item if establish on it the pointer and click the button Delete The form has the checkbox Calculate Price from Ext for switching the mode of calculate price from extention Discount rate and Discount If you use a discount you can enter discount rate or discount amount in this field System automatically compute discount through significance of the discount rate percent If discount rate is equal zero you can manually enter significance of the discount Shipping Enter shipping charges in this field Tax The system allows to use two kinds of the taxes The taxes can calculate automatically as significance tax rate percent from the sum of the Invoice with shipping or without Only taxable products are used in calculation If the account of the tax doesn t submit to automation it ca
49. e The form has the checkbox Calculate Price from Ext for switching the mode of calculate price from extention If you have several locations or warehouses you can set the checkbox Location in the Options Form and indicate the location for each receiving item If you sell goods specially for a Vendor Contract set the column Vendor and select the Vendor Contract for this items And finally you may indicate warranty date in the column Warranty Discount rate and Discount If you use a discount you can enter discount rate or discount amount in this field System automatically compute discount through significance of the discount rate percent If discount rate is equal zero you can manually enter significance of the discount Shipping Enter shipping charges in this field Tax The system allows to use two kinds of the taxes The taxes can calculate automatically as significance tax rate percent from the sum of the Order with shipping or without Only taxable products are used in calculation If the account of the tax doesn t submit to automation it can be entered manually Update the check boxes Calc Tax if taxes are automatically settles up through tax rate If you expect the tax with allowance shipping establish the check box Tax Shipping You can place options of account of the second tax with the help of forms Order Options which is called by clicking of the Option button Comment The Comment field allows you to enter any Sale Ord
50. eld Each Sales Receipt has the unique number If necessary enter the customer name or job Select a Template In the detail area enter the line items Click on the button Save and then print Sales Receipt using button Print 61 Sales Receipts 2 a a as Receipt Date Customer Total Group Status D E PEN AA SSI ETA PE Sales Receipt Template Sates receipt template y Options Status Approved E File Edit Help Email Print Ey Receipt 000001 sr 3 10 2007 POrder No Reference New item std ites Products E E E Find Delete Insert From Estimate Load from XML custo Load from XML custo Tax Quantity Price cone roe INTEL CORE 2 DUO EUA CORE 2 DUO 2 136 2M gt 320 00 Amount a 0D Discount D Discoun Calculate Tax2 C Subtotal z Tax Shipping Tax Shipping2 I Shippin Tax 500 Sale Tax y e E v x ARE A 11 Point of Sale Point of sale panel is a cash registers for retailing businesses hotels bars restaurants and warehouses Item may be selected by any of TouchScreen mouse clickable Keyboard Barcode scanning Combination Keyboard Barcode scanner TouchScreen 62 11 1 Point of Sale Options You can adjust the Point of Sale panel for your business Open the Sales Receipt list and click on the button POS options You can change check boxes captions template and set filter for item list and cl
51. er comments Reference Here you can do a note about condition of this Sale Order The Order may be printed sent by E mail or Order creation may be not completed yet The content of this field is not printed Group The field Group is use for classification of the Orders You can sort and apply a filter by Group in the Orders list and reports Serial To show in the Order column Serial for input the product serial numbers update this check boxes Location You may indicate location for all goods Status 52 You can select status of your Sale Order Approved for existing order Waiting for planned transaction and Canceled Buttons Customer Calls the Customer List form for choice of the customer New Item Click the New Item button to add additional items to the Order Products Calls the Products List form for choice of the product Find You may find any product amongst already entered items Delete You can delete an unnecessary item if you establish the pointer on it and click the button Delete Insert You can insert a row between existing rows You can use hot keys for fast luanch of the functions F2 New Item F4 Products change field Tax and increase Quantity F7 Find Sold Here you can look through the list of all invoices under this Order Total sum of sale is visible to the right of this button Paid Amount You can look through the list of all payments under this Order after clicking on this button I
52. ess This software will guide you through the creation of vendors list purchase orders products list receiving lists sales orders invoices sale and payment receipts This is in addition to product labels with barcodes work orders for creation inventory assemblies transfer orders between locations customers and vendors balances and various types of reports for monitoring your business Golden Inventory works as single application as client server system and as distribution database system You will be able to work with remote outlets and warehouses in united integer even without reliable connection between them We use the special data exchange technology in XML format that allows quickly to process orders and synchronize information with all your branch GolnSy Features 1 The simple intuitive interface 2 Multi user and multi warehouse system 3 Usage of 50 character alphanumeric product bar codes 4 Creats and prints labels of the mostly known Barcodes such as EAN 13 EAN 8 UPC A UPC E ITF CODE 25 CODE 39 CODE 128 CODABAR MSI POSTNET 5 Supports non stock and non depleting product codes 6 Calculates sale prices and cost 7 Usage separate product descriptions for invoices and purchase orders 8 You can group products in storage location and types 9 GolnSy calculates real time on hand ordered allocated and available stock levels when orders or invoices are entering 10 This system allows to conduct payment
53. estrict the unauthorized users from having full access to the database by limiting their access to certain management or confidential information Every user can have a different access authority to the Forms Lists and others In order to do so enter the File Menu and select Security In the dialog box enter the prime user name in the Admin Name field and then a password in the New Password field The Old Password will not be required at this stage but for the future when it is needed to change the password The Admin Name person would be the only one who can enter and control the level of access for each user Every user name and password must be entered in this dialog box and then every user to be allocated with the required Lists and Forms access according to their job responsibilities This can be done through keeping the checkbox checked or unchecked 28 bo Security Change password Admin Name admin Change Old Password New Password 12345 User Rights UserName Show Lists Show New _ User Password Company Vendors POrders Vendor POrder Receiving Pay to Vendor Receiving Pay to Vendors Customer Sale Order Invoice Customers Sale Orders Invoices Backup fz database Payments Items Restore a Hara Delete EE v Sales Receipts Sales Receipt Work Orders Work Order Transfers Jv Transfer Adjusting Adjusting Reports Ok Cancel Help Edit information o
54. f your company 03 10 07 Payment ltem SUSU S050 S050 50 50 50 s HERRER SU lt 0 50 lt 0 lt U lt 0 EKEK 2 29 3 Your Company 3 1 Set up Your Company Before you begin the work with this system you must setup your company Select in the Lists Menu Company amp Location row click on the toolbar button Edit and open the Company Form Fill in as much as available information many options as you can and then select the OK button Once all the required information are properly entered the company name will be shown in the Form Demo Golden Inventory System Demo Trade Company Locations Actions Lists Items ras Company Location name Vendor Types Company Customers Jobs Warehouse Customer Types Job k Our Company x Company amp Locations Payment Terms y Cancel Payment Methods gt Customer Messages cana Vet Ship Via List ta Billing Address Shipp Address 1223 Main street 1223 Main street 444 333 2222 demo trade biz 03 02 07 30 3 2 Company Address The Billing Address is address where your customers and vendors will mail their payments and bills The phone number must also be entered in its field Phone1 Billing Address will appear at the top of all of your invoices sale orders purchase orders receiving lists and payment receipt The Shipping Address is address on which you will be receiving all of your goods This address is automaticall
55. he button Select for print or keeping the key Ctrl with clicking mouse on the extreme left column of the list Then press the button Print selected and you will see the preview window For printing press button Print Balance It is possible to see the balance number of the last invoice and your payment of current vendor having clicked on the button Balance or Invoices Menu item Customer Balance Help Call of Help Exit Close Invoices List You can sort the list for any field having clicked the mouse on title of field The Invoices List form may be called from Payment form having clicked on the buttons Invoice You can select the Invoice by a double click of the left mouse button on the Invoice row or click on the button Select You can use hot keys for fast launch of the functions F1 Help F2 New F3 Print selected F4 Edit F5 select F6 Filter F7 Find F8 Delete 56 9 2 New Invoice Click on the button New Invoice on the main form or button New on the Invoices list form sales Orders nvoices AF Invoice x Customer Payme Sales Receipts Nork Drees E Template Jivoice template Options Status Approved Save Close Adjust inventory Reports Invoice 6334 Tracyton Blvd NYY Bremerton WA 98311 New item Products Find a EEE Sel Discount Discount Calculate Tax Calculate Tax2 C subtotal 0 00 z Tax Shipping Tax Shipping2 C Shipping 0 00 a a a Za m Total 0 0
56. ia email Outlet inventory system will load this file and transform it into POrder Your personal will see how much goods you plan to send to this outlet from main warehouse Load XML customer POrder You can receive a XML POrder from your remote storehouse or from customer having the Golden Inventory System You can easy transform it into Sales Order using this button if you want only allocate products for this customer 53 Save Any modifications made in the Order will be saved only in case if you click this button Close This button closes the Order form If you want to save all modifications made in the form before closing the form necessarily click Save button If you want to leave without saving safely click on this button Form Menu You can execute any command not only by clicking on an appropriate button but also by choicing Item of the Form Menu 8 3 Edit Sale Order You can make any changes necessary for existing Sale Orders To call the form for edit of sale order click Sale Orders button on the main form From the Sale Orders List form you have to choose the Sale Order and click on the Edit button or double click on the Order row You can change add and remove Sale Order information using any functions of the Sale Order form We don t recommend you to make any changes in the Sale Order after it has been sent to your customer You can prepare another Sale Order for the required adjustment 8 4 Estimate An estim
57. ick OK Sales Receipts Edit Template Show Preview before Print Location of items _Company v Group of receipts Cash Sale v Default Customer v Discount 0 Show Discount Use Discountif amount higherthan 0 Tex Rate 0 Calculate tax as include Item List Show Tax E Filter Font Show Department Iv Increase navigation buttons lv Show Description v Show Bar Code v OK Cancel 63 11 2 You can run the POS panel using the button Create New Point of Sale or button POS on the Sales Point of Sale Panel Receipt toolbar First of all select a Department press Enter and find a selling product in the Item List Click lt Enter gt and add product to Sale Receipt You can use key Enter for addition and button Minus for subtraction of the items If you want to edit the receipt you can select row and press Enter or make mouse doubleclick After creating the receipt you should click the button Print Receipt or use key combination Alt R Then enter payment amount and press Enter If you use bar code scanner click on the button Enter by code Point of Sale Department Enter by CPU code Desktop Cases Hard Drives Monitors Motherboard Print Optical Drives A RAM Receipt Video Cards Fujitsu PS 2 KeybosFujitsu 8729 651 PS 2 Compac Y List of Items p Intel Express Syster P4 3 2 512MB 160GB PC Super Sale Tax INTEL CORE 2
58. ield Number you must enter the POrder number or use the default This field is a alphanumeric field You can enter letters and numbers The system will automatically increment the number each time you create a new POrder or you will enter them manually Each POrder has unique number and the system will not allow to enter two identical numbers Vendor You must select a vendor name from drop down list You can add new vendor using row lt Add new gt Billl to and Ship to Program fills these fields automatically from Vendor and Company info And you can edit the address on which you usually receive products T Date You must select a date from the calendar which will appear after click on the field Date Salesperson and Payment Term Text will appear in this fields from Vendors Form Payment Term and Salesperson If you don t accept this text simply type a new content Reference 37 You can enter here any additional information concerning given purchase order POrder Items Click the button Product This will display a list of existing products Click the button New to add a new product or service Enter a unique Product Code Invoice and POrder Description Cost List and Sale Price on the Product Form Update the check boxes to reflect if taxes are normally applied to sales of this product If you wish to use this product as non stock or non depleting also check the boxes Finally click the OK button on the Product Form and Select
59. ivers You can sort and apply a filter by Group in the Receivers list and reports The content of this field is not printed Location You may indicate location for delivery all goods Status You can select status of your Item Receipt Approved for existing receiving Waiting for planned transaction and Canceled Buttons Vendor Calls the Vendors List form for choice of the vendor New Item Click the New ltem button to add additional items to the Receiver Products Calls the Products List form for choice of the product Find You may find any product amongst already entered items Delete You can delete an unnecessary item if you establish the pointer on it and click the button Delete Insert You can insert a row between existing rows 43 You can use hot keys for fast luanch of the functions F2 New Item F4 Products change field Tax and increase Quantity F7 Find Paid Amount You can look through the list of all payments under this Receiver after clicking on this button Immediately from this list of payments you can enter new payment or edit already made payments under this Receiver Total sum of payments is visible to the right of this button Options When you click the button Receiver Options you can change any caption of the Receiving Item Receipt to prohibit from printing some fields to select a logo of your company and set up a mode of the calculate taxes This Options form allows to adjust the printed
60. joo0003 2 26 2007 Ridge Farms 1 049 40 80 17 Export and import 17 1 CSV files You can export information about your Customers Vendors and Products to the standard csv comma separated value file Select the Menu item Export in the Customer Vendor or Product List and enter the file name for export Besides you can export any report from the Report Wizard The first line of the csv file contains column headers which match a database field name within one of the GolnSy database tables You can view the csv files using Microsoft Excel or Notepad You can import data using the menu item Import only for Customer Vendor and Products from csv files with any structure At first indicate a source file and then in the opened table select approaching fields having clicked on the grid header Each csv file must contain a column with unique numbers of the customers or vendors or products During the import process the GolnSy looks for unique number values These records are then imported into the GolnSy database If the unique value already exists it skips that record so that you do not get duplicates The incorrect records will stay in the table You can edit numbers and repeat import After successful import the table will be empty File Actions Lists New Help Products Items Pactos Y Li Vendors Contracts litem Description Vendor Types D INTEL P4 3 2 2M 800 INTEL P4 3 2 2M 800 775 B Customers Jobs Customer Types
61. just the printed form in any kind appropriate for you The options are saved to the following new Statement Help Call of Help Exit Close Customers List You can sort the list for any field having clicked the mouse on title of field The Customers list form may be called from Invoice form Sale Order form or Payment form having clicked on the button Customer You can select the Customer by a double click of the left mouse button on the customer row or click on the button Select You may add a new customer and then select him You can also use any above mentioned function You can use hot keys for fast launch of the functions F1 Help F2 New F3 Print statement F4 Edit F5 select F6 Filter F7 Find F8 Delete 7 2 New Customer To call the form for creation of new customer click New Customer on the main form or button New on the Customers list form 47 Customers Jobs Actions Items Vendors Contracts Mi Customer Company Name Phone Total Paid Balance gt Ridge Farms Ridge Farms g ggg anl as Customer 1 Customers Jobs Customer Types Job types Company amp Locations Payment Terms Customer Name Last Name Company Name a Name Ridge Farms Farms Ridge Farms Farms Payment Methods SS A Contact Label Template La ax Code List Ship Via List Type v PaymentTerms w Tax Code Billing Address Shipping Address Inactiv
62. k computer S Demo Golden Inventory System Actions Lists New Help New Database File New MS SQL database Open Database Backup gt Restore Page Setup Forms Font Main form Options Send Security Import from Silver Executive gt Exit Transfers Vendo If you work with the several companies then create a database for each company First of all set up your company You have to click the Lists tab and select the row Company Location in the left menu select the _Company then click the Edit button on the toolbar and enter all the required information Demo Golden Inventory System Demo Trade Company Locations Actions Items Vendors Contracts Vendor Types Customers Jobs Customer Types Company amp Locations Payment Terms Payment Methods Customer Messages Tax Code List Ship Via List __ Company Location name _Company Warehouse YT Our Company Cancel Billing Address Shipp Address 444 333 2222 demo trade biz E AAA 03 02 07 The Billing Address should be your main business address The Shipping Address is the address where you receive all your products Golden Inventory system has the own email program for sending different documents to customers and vendors You can enter SMTP server user name and password for outgoing emails Make any changes you need to this company and save the changes Then you can add all your storage locations
63. llows to manage creating editing deleting sorting filtering products and printing labels You can get to the product List by selecting the Lists Menu from the Main Form or clicking on the button Products You can also print a Products list 3 gt Demo Golden Inventory System Demo Trade File Actions Lists New Help Products Items Vendors Contracts Vendor Types gt INTEL P43 22M 800 INTEL P43 22M 800775 B 9 Customers Jobs INTEL CORE 2 DUO 2 13INTEL CORE 2 DUO 2 13G 320 00 7 CPL Customer Types WD 160GB SATA WD 160GB 3 5 SATA II 7200 90 00 6 Harc Job types i WD 320GB SATA WD 320GB 3 5 SATA II 7200 140 00 8 Harc Company 4 Locations E vitcu PS 2 Keyboard Fujitsu 8729 651 PS 2 Com 40 00 19 Key Payment Terms E E 3 a Payment Methods CJ Logitech Mouse Logitech Wireless Optical M 50 00 49 Key Customer Messages DVD RW LG LG GSA H22N 18X 18X DVO 40 00 8 Opti Tax Code List LG L1952TX BF 19 LCD LG L1952TX BF 19 LCD BLA 240 00 19 Mon Ship Via List ACER AL2016WSD ACER AL2016WSD 20 W Lt 260 00 13 Mon ASUS P5GZ MX LGA775 ASUS P5GZ MX LGA775 8l 90 00 10 Motl ASROCK 775DUAL ASROCK 775DUAL VSTA L 80 00 12 Motl Functions New If you want to add a new product click on the button New or Product Menu item New and fill the appeared product form Edit If you want to edita product features click on the button Edit or Product Menu item Edit or double click on
64. m If you want to save all modifications made in the form before closing the 39 form necessarily click Save button If you want to leave without saving safely click on this button Form Menu You can execute any command not only by clicking on an appropriate button but also by choicing Item of the Form Menu 5 3 Edit Purchase Order You can make any changes necessary for existing POrders To call the form for edit of purchase order click POrders button on the main form From the Purchase Orders List form you have to choose the POrder and click on the Edit button or double click on the POrder row You can change add and remove Purchase Order information using any functions of the Purchase Order form We don t recommend you to make any changes in a POrder after it has been sent to your vendor You can prepare another POrder for the required adjustment 40 6 Receiving 6 1 Item Receipts List The Item Receipt Form allows to manage creating editing deleting sorting filtering receivers You can get to the Item Receipt by selecting the Lists Menu from the Main Form or clicking on the button Receiving Functions New If you want to add a new Item Receipt click on the button New or Receivers Menu item New and fill the appeared ltem Receipt form Edit If you want to edita Item Receipt features click on the button Edit or Receivers Menu item Edit or double click on the Receiver row and edit fields in the appea
65. m has the required components In many cases you will already have everything you need on your system Otherwise you have to download the necessary files from and install what you are missing The following service packs are provided by Microsoft at no charge MDAC 2 5 mdac_type exe Standard with Windows 2000 Millenium Visual Basic Runtime VBRUN60sp5 exe Standard with Windows 2000 Millenium DCOM95 dcom95 exe Win 95 ONLY if requested when installing MDAC 2 5 For your convenience you may download these service packs from They are easy to download and install and will ensure that your system has the necessary system files to run the Golden Inventory System Windows 2000 XP Millenium Windows 2000 and Millenium has everything needed to run Golden Inventory System Windows NT4 0 Should have service pack 6 installed Windows 95 98 NT4 0 Should have MDAC 2 5 installed please download from http www microsoft com data download_25SP2 htm Should have Visual Basic Runtime installed please download from http download microsoft com download vb60pro Redist sp5 WIN98Me EN US vbrun60sp5 exe While installing MDAC 2 5 on Windows 95 a message may be displayed requesting DCOM be installed Normally it will have already been installed by another application and you will not see this message If you get a request for DCOM please download and install dcom95 exe from http Awww microsoft com com dcom dcom95 download asp or dcom98 fo
66. ment 77 16 Overview 16 1 Inventory to Reorder You can set for each inventory the minimum and target quantity on the warehouse The program automatically defines the product list with minimum stocks If you select menu row Overview in the Action panel you ll see this list as Inventory to Reorder Select any item and click the button Create PO Current System create Purchase Order with all products for current Pref Vendor Program calculate the reorder quantity using target quantity for each product Overview Price Reorder Vendor gt WD 160GB SATA Customer Payments Sales Receipts Work Orders Transfers Adjust inventory Reports 78 16 2 Bills to Pay You may see your debts to vendors on the table Bills to Pay at the Overview panel Program collects all unpaid Item Receipts from Receiving section A OT eral Monto EE 16 3 Unclosed Sales Orders When you create Sales Order you allocate products for customers If you don t ship product to your customer Sales Order is unclosed The table Unclosed Sales Orders reminds you about such orders Order Date Customer Allocated gt 000002 2 26 2007 John Smith 000003 3 4 2007 Wilson Coleman 79 16 4 Unpaid Invoices The table Unpaid Invoices contains all shipped but unpaid invoices You can check debts of your customers _ Invoice Date gt 000001 2 26 2007 John Smith 143 10
67. mmediately from this list of payments you can enter new payment or edit already made payments under this Order Total sum of payments is visible to the right of this button Options When you click the button Order Options you can change any caption of the Order to prohibit from printing some fields and set up a mode of the calculate taxes This Options form allows to adjust the printed form in any kind appropriate for you The options are saved to the following new Order Template It is an Editor for Sale Order templates You can create any receiving list template using mouse and toolbar buttons You should click on the toolbar buttons Line Frame Image Text or Data and paint with mouse this elements You can use right mouse button and menu items You should save template in dtm file after edit You may create several template for each document for example packing list for invoice Before printing you should select Template from drop down list Print Use this button to print the sale order E mail You can send the Order by E mail using this button The Order will be created as html file and will be sent to your customer as attachment of the letter Save XML Itis very useful function for data exchange with your main office or vendors For instance you work in the main office of your company and solved to allocate some products for a remote outlet You can create the Sales Order and save itas XML file and send to this outlet v
68. mn On_Hand for products from invoice You see that amount of products decreased 19 You can sell some products for cash without invoices Use the Point of Sale panel for this case Click on the button Point of Sale and you ll see Point of Sale Department CPU Desktop Cases Hard Drives Enter by code Keyboards Monitors Motherboard Optical Drives RAM Video Cards Print Receipt List of items p Intel Express Syster P4 3 2 512MB 160GB PC Super Sale Tax INTEL CORE 2 DUO INTEL CORE 2 DUO 2 13G 2M INTEL P4 3 2 2M G0CINTEL P4 3 2 2M 800 775 BX 641 135 00 Antec 3U25EPS550 Antec 3U25EPS550 R 2 Rack md 280 Antec Solution SUGIAntec Solution SLIZE50 50E Mid 80 WD 1606B 3 5 SATA II 7200RPM WD 320GB 3 5 SATA Il 7200RPM WD 160GB SATA WD 320GB SATA Logitech Mouse Logitech Wireless Optical Mouse P price _ earcode Code ACER AL2DIBWSD ACER AL2016WS0 20 W LCD SIL 260 LG L1952TX BF 19 LILG L1952TX BF 19 LCD BLACK 12 einen Tawar Teis Amount Receipt item p Fujtsu PS 2 Keybos Fujitsu 8729 651 PS 2 Compac Y 40 00 Total Select Department and press the button gt then select product and press the button These buttons have the big sizes and you can use a TouchScreen working with the Golden inventory system Press the button Print Receipt and create the Sales Receipt Close the POS panel and select row Sales Receipts at the left menu
69. n Product This will display a list of existing products Click the button New to add a new product or service Enter a unique Product Code Invoice and Invoice Description Cost List and Sale Price on the Product Form Update the check boxes to reflect if taxes are normally applied to sales of this product If you wish to use this product as non stock or non depleting also check the boxes Finally click the OK button on the Product Form and Select button or double click on the product row on the Product List Form The Invoice Form will be displayed with new item on the Invoice ltems box On the Invoice Items box edit the Quantity Unit Price and the description if necessary You can also change the Taxable status for the item on this invoice Click the Save button Note that the line item now appears in the grid and discount sales taxes totals and balance due have automatically been calculated Click the New Item button to add additional items to the Invoice Note that you can now select product from Products List or click the New button to define an additional product You can simply type Product Code in the Invoice Item and press Enter If this product code exists GolnSy automatically will fill fields Description Unit Price and Tax If this product code doesn t exist you must enter description unit price quantity tax and after clicking Save button system add this product in the Product List Besides you can use any bar code re
70. n System saves list of components and increases amount of new product and decreases stocks of components on your warehouses 21 You can track all moving products between your warehouses Select row Transfers and create a new Transfer Order Transfers Actions Overview Purchase Orders Receiving Vendor Payments Pr Transfer Order Estimates Sales Orders Invoices Customer Payments Sales Receipts Work Orders Warehouse T Template Transfer Template Options Status Approved __ sae Destination Location Order Warehouse j 3 En Order 000003tr 3 10 200 New row ltems Find Delete Insert item Description Tax Quantity Price Amount gt MERECEN 14D 160GB 3 5 SATA II 7200RPM 8h 84 80 42 Adjust inventory Reports On 9 Item Description INTEL P4 3 2 2M 80dINTEL P4 3 2 2M 800 7 eE ir E mal mal sn yd 16065 SATA WD 160GB 3 5 SATA II 8 8 90 00 re 3206B SATA wD 320GB 3 5 SATA II F E x Y lt All Departments gt al Deparments gt Select 2 ee Source Location w Company v Define the Source and Destination Location Add products in the detail section Open panel Lists and select row Company amp Locations select any storage location and double click 22 You ll see the List of products on the location Check your transfer action Company Locations Actions Items
71. n be entered manually Update the check boxes Calc Tax if taxes are automatically settled up through tax rate If you expect the tax with allowance shipping establish the check box Tax Shipping You can place options of account of the second tax with the help of forms Invoice Options which is called by clicking of the Option button Comment The Comment field allows you to enter any Invoice comments Reference Here you can do a note about condition of this Invoice The Invoice may be printed sent by E mail or Invoice creation may be not completed yet The content of this field is not printed Group The field Group is use for classification of the Invoices You can sort and apply a filter by Group in the Invoices list and reports The content of this field is not printed Location You may indicate location for all goods Status You can select status of your Invoice Approved for existing sale Waiting for planned transaction and Canceled Buttons Customer Calls the Customer List form for choice of the customer New Item Click the New ltem button to add additional items to the Invoice Products Calls the Products List form for choice of the product Find You may find any product amongst already entered items Delete You can delete an unnecessary item if you establish the pointer on it and click the button Delete Insert You can insert a row between existing rows 58 From Estimate You can fill the invoice
72. ncrement the number each time you create a new Receiver or you will enter them manually Each ltem Receipt has unique number and the system will not allow to enter two identical numbers Vendor You must select a vendor name from drop down list You can add new vendor using row lt Add new gt Billl to and Ship to Program fills these fields automatically from Vendor and Company info And you can edit the address on which you usually receive products Date You must select a date from the calendar which will appear after click on the field Date Salesperson and Payment Term Text will appear in this fields from Vendors Form Payment Term and Salesperson If you don t accept this text simply type a new content Reference You can enter here any additional information concerning given receiver Receiving Items Click the button Product This will display a list of existing products Click the button New to add a new product or service Enter a unique Product Code Invoice and Receiver Description Cost List and Sale Price on the Product Form Update the check boxes to reflect if taxes are normally applied to sales of this product If you wish to use this product as non stock or non depleting also check the boxes Finally click the OK button on the Product Form and Select button or double click on the product row on the Product List Form The Receiver Form will be displayed with new item on the Receiver Items box On the Receiver Items box
73. nd all payments from the certain term Press the button Statement and you will see form with fields Date from and Date to Press button OK and statement preview window is open Press the button Print for printing statement of the vendor You can create statement in HTML file if you press button Export to HTML Template It is an Editor for customize labels template You can create any labels template using mouse and toolbar buttons You should click on the toolbar buttons Line Frame Image Text or Data and paint with mouse this elements You can use right mouse button and menu items You can save template in dtm file after edit You may create several template for each document Before printing you should select Template from drop down list You can print your labels from Products List Print Label You can print customize labels for all selected products Select customers for print You can select in the list any number of customers pressing the button Select or keeping the key Ctrl 46 with clicking mouse on the extreme left column of the list If you press button Statement you will see statements of all customers Options You can call the form Statement Options when you click on this button You can change any caption of the Statement to place the necessary fonts to prohibit from printing some fields to select a logo of your company and set up a mode of the calculate taxes This Options form allows to ad
74. nd by e mail the invoice and sale orders If you click the button E mail it can send the letter immediately from this form Salesperson This Salesperson will appear every time you create the new invoice and sale order Inactive 48 This option allows you to setup this customer as inactive If you try to do an invoice or sale order for this customer the system will warn you that they are on inactive status Comment To enter any special notes about the customer You can also print the contents of the comment on a customer s sale orders or invoice see above J ob Contract You can have several jobs with one customer Click checkbox and set the contract parameters Parent Vendor Status Start Date Projected Ended Description Type 49 8 Sale Orders Estimates 8 1 Sale Orders List The Sale Orders List Form allows to manage creating editing deleting sorting filtering sale orders You can getto the Sale Orders List by selecting the Lists Menu from the Main Form or clicking on the button Sale Orders Functions New If you want to add a new sale order click on the button New or Orders Menu item New and fill the appeared Sale Order form Edit If you want to edita sale order features click on the button Edit or Orders Menu item Edit or double click on the Order row and edit fields in the appeared Sale Order form Delete If you want to delete a sale order click on the button Delete or Orders Menu item Delete
75. nt Template Balance It is possible to see the balance number of the last receiver and your payment of current vendor having clicked on the button Balance or Receivers Menu item Vendor Balance Help Call of Help Exit Close Receivers List You can sort the list for any field having clicked the mouse on title of field Item Receipt form may be called from form Payment form having clicked on the buttons Receiving You can select the Receiver by a double click of the left mouse button on the Receiver row or click on the button Select You can use hot keys for fast launch of the functions F1 Help F2 New F3 Print selected F4 Edit F5 select F6 Filter F7 Find F8 Delete 41 6 2 New Item Receipt To create new receiver click New Receiving on the main form or button New on the Item Receipts list form El Receiving File Edit Help Email Prir Save XML Template Receiver Template z Options Status Approved a Item Receipt Payment Terms POrder No m E AAA New row Products Find Delete Insert Create receipt from XML veni Item Description T Price Amount INTEL P4 3 2 2M8l INTEL P4 3 2 2M 800 775 BX 641 Y 15 111 30 1 B gt Acer AL20 v Y 0 Fields Number In the field Number you must enter the Item Receipt number or use the default This field is a alphanumeric field You can enter letters and numbers The system will automatically i
76. nt rate percent If discount rate is equal zero you can manually enter significance of the discount Shipping Enter shipping charges in this field Tax The system allows to use two kinds of the taxes The taxes can calculate automatically as significance tax rate percent from the sum of the POrder with shipping or without Only taxable products are used in calculation If the account of the tax doesn t submit to automation it can be entered manually Update the check boxes Calc Tax if taxes are automatically settled up through tax rate If you expect the tax with allowance shipping establish the check box Tax Shipping You can place options of account of the second tax with the help of forms POrder Options which is called by clicking of the Option button Comment The Comment field allows you to enter any Purchase Order comments Expected Date Here you can enter date of expected delivery of the products You must select a date from the calendar which appear after click on this field Reference Here you can do a note about the condition of this Purchase Order The POrder may be printed sent by E mail or POrder creation may be not completed yet The content of this field is not printed Group PO The fields Type and Group are used for classification of the POrders You can sort and apply a filter by Group in the POrders list and reports The content of this field is not printed Location You may indicate location for deli
77. on after filtration on the button Filter to be highlighted by green light Select for print and Print selected You can select in the list any number of documents by pressing the button Select for print or keeping the key Ctrl with clicking mouse on the extreme left column of the list Then press the button Print selected and you will see the preview window For printing press button Print Options When you click the button POrder Options you can change any caption of the POrder to place the necessary fonts to restrict showing some fields and set up a mode of the calculate taxes You can create HTML E mail invoice in any kind appropriate for you The options are saved to the following new Invoice f you use long descriptions of the products you can set check box Use comment and program will print the contents of field Comments instead of the product description These options concern only simple default order Balance It is possible to see the balance number of the last purchase order and your payment of current vendor having clicked on the button Balance or POrders Menu item Vendor Balance Template 35 It is an Editor for order template You can create any order template using mouse and toolbar buttons You should click on the toolbar buttons Line Frame Image Text or Data and paint with mouse this elements You can use right mouse button and menu items You should save template in dtm file after edit Y
78. on this Purchase Order you have to create a new Item Receipt clicking on the button Create New Receiving Upa wer eports Ell Receiving Fie Edit rint Save XML Template Receiver Template y Options Status Approved 7 Save Item Receipt No Computers La Item Receipt 3 4 Payment Terms POrder No Date 3 4 Purchase Orders 2 26 2007 2126 2007 Best Computers 15 338 20 2 26 2007 2 26 2007 Best Computers 4 361 90 7 6 Ma a si JS We ARA Comments Define the vendor for this Item receipt and click on the small button POrder No Select from the drop down list the desired Purchase order The inventory system will fill the Item receipt automatically Check all quantities and prices and save your receipt Now the program has increased on hand amounts of the received products 15 You have sufficient amount of products and you can send a estimate to your customer Open the tab Actions and click on the button New atthe toolbar Select a customer from drop down list in the field Customer and enter items from the drop down Product list Estimates LES Das ae PF Estimate File Edit Help Emai Print Invoices Customer Payments Ridge Farms Sales Receipts Bill to Purchase Orders Receiving Vendor Payments Template Estimate template z Options Status Approved B j Ey Estimate 000002 3 4 2007 Sales Orders
79. ou may create several template for each document for example packing list for invoice Before printing you should select Template from drop down list Help Call of Help Exit Close Purchase Orders List You can sort the list for any field having clicked the mouse on title of field Purchase Orders List form may be called from Receiving List form or Payment form having clicked on the buttons POrder and Order You can select the POrder by a double click of the left mouse button on the POrder row or click on the button Select You can use hot keys for fast launch of the functions F1 Help F2 New F3 Print selected F4 Edit F5 select F6 Filter F7 Find F8 Delete 5 2 New Purchase Order To create new purchase order click New POrder on the main form or button New on the Purchase Orders list form 36 estar 5 Purchase Order Purchase Orders Receiving Vendor Payments Email Print Save XML Template P Order template y Options Status Approved a Estimates Sales Orders Vendor Purchase Order Invoices Customer Payments Sales Receipts POrder No pooo03 3 4 20 Vendors Work Orders Transfers A rra Le Adjust inventory gt ES Computers Best Computers 11192 5 0 0 Reports International Monitors International Monitors vendor Sales ord Discount Discount Calculate Tax Subtotal Shipping Fields Number In the f
80. r Windows 98 from http www microsoft com com dcom dcom98 download asp If your system has MDAC 2 6 installed download and install the Microsoft Jet 4 0 Service pack http Awww microsoft com data download_Jet4SP3 htm 25 2 Main Menu 2 1 New Database The system is delivered with a ready database invent mdb which you can use for practical work If you work with several companies you can create for each a separate database If you want create a new database in the menu File select item New You can create database on your own computer or any network computer You should enter a name of new database in the appeared dialog box If the database already exists GolnSy will alert you and if you ignore it it will replace the existing one Now ou can connect to the new database using Menu Item Open Database S Demo Golden Inventory System Actions Lists New Help New Database File New MS SQL database Open Database Backup gt Restore Page Setup Forms Font Main form Options Send Security Import from Silver Executive gt Exit Transfers 2 Vendo 2 2 Open Database When you open the system it takes you to its connected default database invent mdb But if you need to be connected to another database click the Menu File and select a location in the dialog box Then enter OK The system will stores the last database and will function the Forms and Lists data using this databa
81. red Receiver form Delete If you want to delete a Item Receipt click on the button Delete or Receivers Menu item Delete and confirm your wish to delete You can t delete the Receiver if you have payment or receiving by this receiver Find If you want to find a Item Receipt by number vendor total or balance click on the button Find or Receivers Menu item Find and enter what you want to find in the appeared dialog box This function searches for concurrence to any part of all list fields Print List To print Item Receipt click on the button Print List or View Menu item Print List Filter If you want to show on a screen only part of the Item Receipt click on the button Filter or View Menu item Filter and enter what you want to select in appeared dialog box Pay attention after filtration on the button Filter to be highlighted by green light Select for print and Print selected You can select in the list any amount of the documents pressing the button Select for print or keeping the key Ctrl with clicking mouse on the extreme left column of the list Then press the button Print selected and you will see the preview window For printing press button Print Options When you click the button Options you can change any caption of the Item Receipt to prohibit show some fields and set up a mode of the calculate taxes You can create HTML E mail invoice in any kind appropriate for you The options are saved in the curre
82. rk in a multi user medium click on the button Refresh and you will see the last modifications in the list of the vendors Help Call of Help Exit Close Vendors List You can sort the list for any field having clicked the mouse on title of field or use menu item Sorting Vendors list form may be called from Purchase Order form Receiver form or Payment form having clicked on the button Vendor You can select the vendor by a double click of the left mouse button on the vendor row or click on the button Select You may add a new vendor and then select him You can also use any above mentioned function You can use hot keys for fast launch of the functions F1 Help F2 New F3 Print statement F4 Edit F5 select F6 Filter F7 Find F8 Delete 4 2 New Vendor To create new vendor click New Vendor on the main Menu or button New on the Vendors list form Fields Vendor Name In this field you must enter the vendor name This field is a alphanumeric field You can enter letters and numbers Each vendor has unique name and the system will not allow to enter two identical vendor name Company name You must enter a vendor company name This name will be used on the purchase orders receiving lists and payments Number and name are enough for creation of the new vendor Type The field Type is used for classification of the vendors You can sort and apply a filter by Type in the Vendors list The field Type can be used in the
83. s for obtained products and for ordered products in the purchase orders lt supports partial payments and payment under several orders or receiving lists The payments arriving for sold products are similarly ensured 11 Automatically calculates real time balance for each customer and vendor 12 You can independently set up the appearance of the invoice order payment and receiving receipts 13 The system and in addition to printing the documents it can also send E mails from its own program 14 You can create and print various types of management reports from our most powerful report wizard 15 The system is protected with data access control It can restrict the unauthorized users from having full access to the database by limiting their access to certain management or confidential information 16 System supports using discounts shipping and two types of taxes in the invoices and orders 17 Backups and restores databases and many other powerful features 18 Exports and Imports information from csv comma separated value files Excel and QuickBooks 1 2 How to begin Once you are familiar with the Golden Inventory System and have worked through the tutorial you are ready to create your own database and then add your own data upon how your organization does its business First of all you have to create a new database by clicking the File Menu Select New Database File This database can be created on own computer or any networ
84. s made in the Receiver are made in the POrder will be saved only in case if you click this button Close This button closes the Receiver form If you want to save all modifications made in the form before closing the form necessarily click Save button If you want to leave without saving safely click on this button Form Menu You can execute any command not only by clicking on an appropriate button but also by choicing Item of the Form Menu 6 3 Edit Item Receipt 44 You can make any changes necessary for existing Receiving To call the form for edit of the receiver click Receiving button on the main form From the Receivers List form you have to choose the Receiver and click on the Edit button or double click on the Receiver row You can change add and remove Receiver information using any functions of the Receiver form We don t recommend you to make any changes in a Item Receipt after it has been sent to your vendor You can prepare another Item Receipt for the required adjustment 45 7 Customers 7 1 Customers List The Customers List Form allows to manage creating editing deleting sorting filtering of customers and printing labels You can get to the customers List by selecting the Lists Menu from the Main Form or clicking onthe button Customers You can also print a Customers list Functions New If you want to add a new customer click on the button New or Customer Menu item New and fill the appeared
85. se when starting the system 26 2 3 Backup It is very important to secure your business data through the backup system using Floppy Disks Re Writeable CD s or any other Hard Drives To do so click the Menu File and select item Backup In the appeared dialog box choose a location and name for the backup file and save it in any of the available backup drives 2 4 Restore If you want to restore your data from your backup files in the menu Database select item Restore and in the appeared dialog box choose the choice location of the backup file and click button OK 2 0 Page Setup This is the standard method of changing the printer set up if it is needed 2 0 Forms Font With this function you can change the system default font and color to any other desired ones 2 7 Send With the Send function you can send an e mail to the support team of the software developer company 27 2 8 Report Wizard The Report Wizard will help you to create many kinds of the reports that represent results of your work You can getto the Report Wizard by selecting the Lists Menu from the Main Form or clicking the button Reports The list of the reports is located on the left part of the form Actually it is the list of the various requests to your database If you select the necessary report the fields of the request will appear at centre of the form in twelve comboboxes Each combobox corresponds with a column of the report
86. sssccecssseeeesseees 35 36 NON CEPletin G0 eeesseeeeeeeeeeeeeeeeeeeeeeeseeseeseeeeeeees 70 HON STOOK ias 70 INO 16 Seain I ENEA 36 77 A O 36 47 57 OPIO S naei r TA 36 Payme aaneen TA ian 79 Porder DeSCYription sorres terinin ariana 70 Previ Ws aetna aina 36 51 56 57 77 Price methodum catas 70 PO a ia A 36 51 57 77 Print COMMents ccccssccceesseceeesseeeeesseeeessseeeees 47 Product COde cccccccssscccsssseeeesseeeeesseeeees 69 70 Products tii ii a 83 Purchase Orders ccccesscccessecceesseeeeesseeeeeeseeeees 35 Purchase Orders LiSt oooococonnccccnnncccnnnncccnnnncnnnno 35 Retener ta 36 Sale OL SF cuida ticas 51 54 sale Pri iniciacion dd 70 Salo sper OM ea a cilantro RSi 36 DAVE E P E E A EA 36 51 57 77 MO EE A 36 51 57 SHIPPING Ssh ae AA 36 51 57 Storage location 0 eee eeeeceeceeeeeeeeeeeeeseeeeeeeeeeeeeateas 70 AR teaecessarsatenssat 70 Vii tirastisa 36 57 MONO AARE E AEE E Canis rea 36 77 O ee 33 83
87. tatement preview window is open Press the button Print for printing statement of the vendor You can create statement in HTML file if you press button Export to HTML Template It is an Editor to customize labels template You can create any labels template using mouse and toolbar buttons You should click on the toolbar buttons Line Frame Image Text or Data and paint with mouse this elements You can use right mouse button and menu items You should save template in dtm file after edit You may create several template for each document Before printing you should press on the button Template and choose necessary template file and close editor You can print your labels from Products List Print Label You can print customize labels for all selected products Select vendors You can select in the Llist any number of vendors pressing the button Select statements or keeping the key Ctrl with clicking mouse on the extreme left column of the list If you press button Statement you will see the statements of all the vendors 32 Options When you click the button Statement Options you can change any caption of the Statement to place the necessary fonts to restrict from printing some fields to select a logo of your company and set up a mode of the calculate taxes This Options form allows to adjust the printed form in any kind appropriate for you The options are saved to the following new Statement Refresh If you wo
88. the product row and edit fields in the appeared Product form Delete To delete a product click on the button Delete or Product Menu item Delete and confirm your wish to delete You can t delete the product if it was specified in any invoice sale order or payment Find If you wantto find a product by description number E mail or balance click on the button Find or Product Menu item Find and enter what you want to find in appeared dialog box This function searches for concurrence in any part of all list fields Print List To print the Products list click on the button Print List or View Menu item Print List Filter If you wantto show on the screen only a part of the Products list click on the button Filter or View Menu item Filter and enter what you want to select in the appeared dialog box Pay attention that after filtration the button Filter to be highlighted by green light Label 68 Having clicked on the button Label or View Menu item Label you can create a label for each customer with the help of the Label Wizard Print Label You can print customize labels for all selected products Select products for print labels You can select in the list any number of the documents pressing the button Select products for print labels or keeping the key Ctrl with clicking mouse on the extreme left column of the list Then press the button Print Label and you will see the preview window For printing press
89. the toolbar buttons Line Frame Image Text or Data and paint with mouse this elements You can use right mouse button and menu items You should save template in dtm file after edit You may create several template for each document for example packing list for invoice Before printing you should select Template from drop down list Print Use this button to print the invoice E mail You can send the Invoice by E mail using this button The Invoice will be created as html file and will be sent to your customer as attachment of the letter Save XML It is very useful function for data exchange with your main office or vendors You save your invoice in XML file Then you send this file to your remote warehouse via email or floppy disk or flash device When personal of remote warehouse will receive the products they load XML invoice and second inventory system automatically will create receivng receipt You exclude the manual entering from your work Load XML customer POrder You can receive a Purchase Order from your branch or vendor in the Golden Inventory XML files You can easy transform it into Invoice using this button Then you save the new invoice as XML file and send it to your branch Save Any modifications made in the Invoice will be saved only in case if you click this button Close This button closes the Invoice form If you want to save all modifications made in the form before closing the form necessarily click Save b
90. tity of it will appear on the Overstock Report The target quantity is used to calculate the over stock or reorder amount Inactive This option allows you to setup this product as inactive If you try to add this product to invoice or order the system will warn you that this product have inactive status Comment To enter any special notes about the product Image You can link any image to this product You should click on the button Image and select image file in the dialog window We recommend to use files in the JPG format The BMP files take too much places in your database If you click on the button View a size of the image will be increased Buttons Label You can create a label for each customer with the help of Label Wizard having clicked on the button Label or View Menu item Label Template It is an Editor for Label templates You can create any receiving list template using mouse and toolbar buttons You should click on the toolbar buttons Line Frame Image Text Bar Code or Data and paint with mouse this elements You can use right mouse button and menu items You should save template in dtm file after edit You may create several template for each document Before printing you should select Template from drop down list Ok Any modifications are made in the Product form will be saved after click on this button Close This button closes the Product form without save If you want to save all modifications
91. ucts from your retail store Transfer Orders when you move products from one storage location to another Work Orders when you create a new product from several parts Payment Receipts when you send payments to vendors or receive from customers 11 For example you need some products from vendor Best computers Click on the button Create New Purchase Order Then click on the small button near the field Vendor Select the Best Computers from drop down list and click the button Select ome Overview Purchase Orders Receiving Vendor Payments Estimates Sales Orders Invoices Customer Payments Sales Receipts Work Orders Transfers Adjust inventory Reports El Purchase Order File Edit Help Email Print Save XML Template POrder template y Options Status Approved Iz Vendor aT No Vendors oC CTV on MEN D EZ st Computers Best Computers 1222 2224 5 20 International Monitor International Monitors BTA Tour Inc an Comments Discount Discount Calculate Tax Subtotal Shipping EO 4 7 12 Fill the detail section of this POrder like entering products in the receiving receipt above Save the Purchase Order and click on the button Print El Purchase Order Fle Edit Help Print Save XML Template POrder template x Options Status Approved y Save Close POrder No Date 000002 Save order in the database Sales person Expected Date Purchase
92. uired fields in the appeared Vendor form Delete To delete a vendor click on the button Delete or Vendor Menu item Delete and confirm your request to delete You cann t delete a vendor if it still active in any purchase order receiving list or payment Find If you want to find a vendor by description number E mail or balance click on the button Find or Vendor Menu item Find and enter what you want to find in the appeared dialog box This function searches for concurrence in any part of all list fields Print List To print the vendors list click on the button Print List or View Menu item Print List Filter If you want to show on the screen only part of the vendors list click on the button Filter or View Menu item Filter and enter what you want to select in the appeared dialog box Pay attention that after filtration the button Filter to be highlighted by green light Label Having clicked on the button Label or View Menu item Label you can create a label for each vendor with the help of Label Wizard Balance It is possible to see the balance number of the last receiving list and payment when you click on the button Balance or View Menu item Vendor Balance Statement You can print the statement of any vendor You will see all the deliveries from this vendor and all your payments for the certain term Press the button Statement and you will see form with fields Date from and Date to Press button OK and s
93. utton If you want to leave without saving safely click on this button Form Menu You can execute any command not only by clicking on an appropriate button but also by choicing Item of the Form Menu 59 The form Invoice have the checkbox Calculate Price from Ext for switching mode of calculate price from extention 9 3 Edit Invoice You can make any changes necessary for existing Invoices To call the form for edit of Invoice click Invoices button on the main form From the Invoices List form you have to choose the Invoice and click on the Edit button or double click on the Invoice row You can change add and remove Invoice information using any functions of the Invoice form We don t recommend you to make any changes in the Invoice after ithas been sent to your customer You can prepare another Invoice for the required adjustment 60 10 Sales Receipts 10 1 New Sales Receipts You use a Sales Receipt if your customers pay in full at the time they receive your service or product You don t have to track how much they owe you But you will be able to track each sale calculate its sales tax and print a receipt for the sale If customers pay in advance either in part or in full you should use a invoice and payment from customer Click on the button New Receipt on the main form or button New on the Sales Receipts list form In the field Number enter the Receipt number or use the default This field is a alphanumeric fi
94. very goods Status You can select status of your POrder Approved for existing receiving Waiting for planned transaction and Canceled 38 Buttons Vendor Calls the Vendors List form for choice of the vendor New Item Click the New Item button to add additional items to the POrder Products Calls the Products List form for choice of the product Find You may find any product amongst already entered items Delete You can delete an unnecessary item if you establish the pointer on it and click the button Delete Insert You can insert a row between existing rows You can use hot keys for fast launch of the functions F2 New Item F4 Products change field Tax and increase Quantity F7 Find Received Here you can look through the list of all receivers under this POrder Total sum of receivers is visible to the right of this button Paid Amount You can look through the list of all payments under this POrder after clicking on this button Immediately from this list of payments you can enter new payment or edit already made payments under this POrder Total sum of payments is visible to the right of this button Options When you click the button POrder Options you can change any caption of the POrder and set up a mode of the calculate taxes This Options form allows to adjust the screen form in any kind appropriate for you The options are saved in the current template Template It is an Editor for orders templ
95. y entered in the Ship to of each new purchase order You can change the shipping address in the Purchase Order Form You can set the number of figures after a decimal point for the prices and extended in the same form 3 3 Email address You can enter your e mail address in the Company E mail fields This E mail will be used as a back E mail address for your customers or vendors If you already use the mail programs such as Outlook Express or MS Exchange your messages will be sent through them Otherwise you need to enter the Outgoing Mail Server SMTP address that is used to send all the out going e mails You can find this address at your Internet Service Provider For example SMTP address is smtp provider com If your provider use authentication SMTP connection you should set check box Use authentication and enter your user name and password 31 4 Vendors 4 1 Vendors List The Vendors List Form allows to manage creating editing deleting sorting filtering of vendors and printing labels You can get to the Vendors List by selecting the Lists Menu from the Main Form or clicking on the button Vendors You can also print a vendors list Functions New If you want to add a new vendor click on the button New or Vendor Menu item New and fill the appeared Vendor form Edit If you want to edita vendor features click on the button Edit or Vendor Menu item Edit or double click on the Vendor row and edit the req

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