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GOIS-Pro Device User Manual

1. EMAIL info metaoption com WEB SITE www metaoption com J NE TAOPTION 14 Time Zone This field defines the Default time zone which will be associated with the Business Owner Account Unit Type This field defines the type of Measurement Unit English or Metric which will be used within the organization Default Unit This field defines the default Measurement Unit on the basis of your selected preference English or Metric which will be assigned to all the products within the organization Currency This field defines the default currency which will be used within the organization Quantity Decimal Scale This field defines the decimal scale for the quantity associated with the products items For Example 4 50 liters here the decimal scale is 2 Price Decimal Scale This field defines the decimal scale for the prices which will be given to the products items For Example 7 502 here the decimal scale is 3 Select Theme Using this field you can choose your desired default color theme for your GOIS Account Date and Time format settings Web Date Time In this field you need to choose the default date and time which will be followed in your GOIS web account Device Date Time In this field you need to choose the default date and time which will be followed in all the devices associated with your GOIS account Setup your system Default By choosing this setting system will automatically set the default settin
2. Products Orders Inventory METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com metaoption Product You can perform different actions on the Products like adding updating deleting searching filter etc Products Search lick to add Product Baskin Robbins SKU 001 Icecream PP 40 00 SP 50 00 Cocacola SKU 003 Soft drinks PP 10 00 SP 12 00 L Oreal Conditionar SKU 005 Cosmetic PP 50 00 SP 52 00 Mac Eye Liner SKU 006 Cosmetic PP 90 00 SP 100 00 Samsung Galaxy S4 SKU 008 Cell Phones PP 1 000 00 SP 1 050 00 Snickers SKU 002 Icecream PP 15 00 SP 17 00 Tang Rime Products Orders Inventory Add Product Products will be added under a particular organization the one on which you are working and selected in your settings 1 Click on the Products icon displaying on the home screen 2 There isa plus icon exists on the top right corner of the product list 3 Add Product view will open having the following attributes a Product Name Enter the name of your product b Category Product can be linked with one or more category but it is not mandatory to add category Click on Select Displayed selected category list METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306
3. Qty 1 0000 Ib TPP 40 00 TSP 50 00 Inventory Click on the Search provided on the top left corner of the screen Back Inventory Report Search Tl Sorting 1 Filter Mac Eye Liner SKU 006 UPP 90 00 USP 100 00 L Oreal Conditionar SKU 005 UPP 50 00 T USP 52 00 Also you can filter and sort the Inventory Report data by selecting Filter and Sorting Qty 1 0000 Ib TPP 90 00 TSP 100 00 Qty 5 0000 Ib TPP 250 00 TSP 260 00 Tang SKU 004 UPP 35 00 USP 40 00 Qty 2 0000 Ib TPP 70 00 k TSP 80 00 Cocacola SKU 003 UPP 10 00 USP 12 00 Snickers SKU 002 UPP 15 00 USP 17 00 Baskin Robbins JP Home Products Orders Inventory Qty 5 0000 Ib TPP 50 00 TSP 60 00 Qty 5 0000 Ib TPP 75 00 TSP 85 00 METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 EMAIL info metaoption com WEB SITE www metaoption com 5A METAOPTION 65 Closed Purchase Order Report This report contains the data of all the closed purchase order whether it is closed fully or partially Mail This feature will be available in next version View Closed Order Items Click on any Closed Purchase Order to view line items of that closed order Search Filter Sorting 1 Clickonthe Search provided on the top left corner of the screen Search
4. Trans Qty 1 0000 Ib Date 11 11 13 04 51 AM Out Added USP 50 00 Trans Qty 2 0000 Ib Date 11 11 13 05 09 AM Baskin Robbins SKU 001 UPP 40 00 Avl Qty 6 0000 Ib Curr Qty 5 0000 Ib Out Added USP 50 00 Trans Qty 1 0000 Ib Date 11 11 13 05 08 AM Stock Details Inventory Out Out Added USP 50 00 Trans Qty 2 0000 Ib Date 11 11 13 05 09 AM Out Added USP 50 00 Trans Qty 1 0000 Ib Date 11 11 13 05 08 AM Inventory Home Products Orders Inventory METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 EMAIL info metaoption com WEB SITE www metaoption com METACPTION bZ METAOPTION z Search Filter Sorting 1 Clickonthe Search link provided on the top left corner of Inventory On Hand screen 2 Search bar will open 3 Also you can Filter and Sort the products by selecting Filter and Sorting links Back PNEUEN ee 4 Search 1 Filter Tl Sorting Baskin Robbins Icecream SKU 001 Q F 8 0000 Ib Q H 7 0000 Ib Q S 1 0000 Ib Q B 2 0000 Ib P QOH 5 0000 Ib Cocacola Soft drinks SKU 003 Q F 5 0000 Ib li Q H 5 0000 Ib Q S 0 0000 Ib QB 0 0000 Ib P QOH 5 0000 Ib L Oreal Conditionar Cosmetic SKU 005 Q F 5 0000 Ib Q H 5 0000 Ib Q S 0 0000 Ib Q B 0 0000 Ib P QOH 5 0000 Ib Mac Eye Liner Cosmetic SKU 006 Q F 1 0000 Ib Q H 1 0000 Ib Q
5. icon displaying on the home screen Select Add Stock from inventory screen Product list will be displayed Select the product you want to add in your inventory Add Inventory screen displayed You can now update item s details Unit Purchase Price Unit Sale Price Quantity You can also add item notes Click on Save button to add the product in stock Inventory 2 Help Products Search Available Stock gt gt Baskin Robbins SKU 001 Icecream Available Stock I Entries PP 40 00 SP 50 00 Cocacola Add Stock SKU 003 Soft drinks PP 10 00 SP 12 00 L Oreal Conditionar SKU 005 Cosmetic PP 50 00 SP 52 00 Mac Eye Liner SKU 006 Cosmetic PP 90 00 SP 100 00 carte Delivery Transfer Stock Samsung Galaxy S4 SKU 008 Cell Phones PP 1 000 00 SP 1 050 00 Snickers SKU 002 Icecream PP 15 00 SP 17 00 Tang Home Products Orders Inventory s Home Products s Inventory METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com NE TAOPTION 52 iv Receive Delivery This section allows you to add stock items by fulfilling a purchase order a Select Inventory icon displaying on the home screen b Select Receive Delivery from inventory screen c Purchase Order screen will be displayed d Here you can select any pur
6. w W METAOPTION 1 METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METAOPTION EMAIL info metaoption com WEB SITE www metaoption com AE W METAOP TION 2 LA Goods Order Inventonry 7 User Manual Android Version 1 0 0 N METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METAOPTION EMAIL info metaoption com WEB SITE www metaoption com EE meraoption Table of Content 1 New User Registration 2 Account Activation 3 GOIS Subscription 4 Setup the System 5 Login on Device 6 Forgot Password 7 Setup User Settings 8 Dashboard 9 Manage e Category o Add Category o Update Category o Delete Category Search Filter e Vendor o Add Vendor Contact o Update Vendor o Delete Vendor o Search Filter Sorting e Customer o Add Customer o Update Customer o Deleting Customer o Search Sorting 10 Product e Add Product e Update Product e Delete Product e Search Filter Sorting METAOPTION LLC 574 NEWARK AVENUE SUITE 210 e P A JERSEY CITY NJ 07306 PH FAX 201 377 3150 METAOPTION EMAIL info metaoption com WEB SITE www metaoption com D METAOPTION 4 11 Purchase Order e Add Order e Update Order e Fulfill Purchase Order e Fulfill All e Partial Fulfill e Delete Order e Search Filter Sorting 12 Inventory e Available Stock e Available Stock Entries e Add Stock e
7. PH FAX 201 377 3150 METROPTION EMAIL info metaoption com WEB SITE www metaoption com 5A METAOPTION 34 Click on Add Category link to map category with product Click on Remove link to remove the selected category from product c SKU You can enter the Product number SKU manually or by scanning barcode d Purchase Price Enter Purchase Price of the Product e Sales Price Enter Sale Price of the Product f Unit Select the unit for the product Unit for a product can be editable until the product is not used in any other section like purchase sale and inventory Add Product Product Name Type here Category Select Category gt SKU Type here CME Purchase Price Type here Sale Price Type here Unit Pound gt Minimum Qty Minimum qty for low stock Product Image Click on the view album to modify the default amp No Image other associated images with this product Availabi gt aes ov 0 more available View Album Product description upto 500 characters Products Orders inventory g Minimum Qty You can define the minimum inventory quantity of your product here Ifthe inventory quantity of the product goes below this then it will display in low stock report METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com bZ meTaoption h j Purc
8. info metaoption com WEB SITE www metaoption com bZ METAOPTION i Available Stock Using this section you can check transactions of your stock items You can also add items from product list from this section as well Adding items in Stock a Select Inventory icon displaying on the home screen b Select Available Stock from inventory screen c List of available stock items across all the locations of selected business unit will be displayed d Click on the plus icon displaying on the top right corner of Available Stock screen e Product list open f Select the product you want to add in your stock g Add Inventory screen displayed h You can now update item s details Unit Purchase Price Unit Sale Price Quantity i Youcan also add item notes j Click on Save button to add the product in stock Back LNTETIE LIRE doles 4 Inventory Search 2 Help Available Stock Available Stock Entries Add Stock Receive Delivery Transfer Stock Products Inventory View Stock Transaction Select Inventory icon displaying on the home screen Select Available Stock from inventory screen 1 a oe Displaying all your stock items of selected business unit for all locations Select any stock item Baskin Robbins SKU 001 Q H 5 0000 Ib Q B 0 0000 Ib Cocacola SKU 003 Q H 5 0000 Ib Q B 0 0000 Ib icecream Q F 5 0000 Ib Q S 0 0000 Ib P QOH 5
9. supplier Description Rogery Traders is a permanent vendor for caterers Home 1 Inventory sales Home J r Inventory Update Vendor 1 Click on Vendor from Manage section 2 On Vendor list select the Vendor you want to update 3 Update what you want and save the Vendor 4 Vendor will be updated Deleting Vendor 1 Select the Vendor you want to delete 2 Click on the delete button 3 Your vendor will be deleted Back Edit Vendor Vendor Info Vendor Address Contacts M s Rogery Traders a ren Caterers Jendor Type i Supplier Description Rogery Traders is a permanent vendor for caterers as PRET _ Device Device amp Cancel Server Delete Vendor From Products inventory METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 EMAIL info metaoption com WEB SITE www metaoption com METAGPTION 30 Note Delete from Device will delete data only from your device amp delete from Device amp server will delete data from device as well as from web server Search Sorting 1 Click on the Search provided on the top left corner of the screen 2 Search bar and sorting link will open 3 Also you can sort the categories by selecting Sorting link Back Vendors Search Tl Sorting M s Rogery Traders Contacts 2 Caterers Type Supplier M s Mineral Exploration Conta
10. which are available in inventory below its Minimum Quantity Mail This feature will be available in next version Search Filter Sorting eS Back Low Stock Report Search Mac Eye Liner SKU 006 Q H 1 0000 Ib Q B 0 0000 Ib Tang SKU 004 Q H 2 0000 Ib Q B 0 0000 Ib Cosmetic Q F 1 0000 Ib Q S 0 0000 Ib P QOH 1 0000 Ib Soft drinks Q F 2 0000 Ib Q S 0 0000 Ib P QOH 2 0000 Ib Cocacola SKU 003 QH 2 0000 Ib QB 0 0000 Ib Baskin Robbins SKU 001 Q H 1 0000 Ib Q B 0 0000 Ib Soft drinks Q F 2 0000 Ib i aQ S 0 0000 Ib P QOH 2 0000 Ib Icecream Q F 1 0000 Ib Q S 0 0000 Ib P QO H 1 0000 Ib Baskin Robbins SKU 001 Q H 2 0000 Ib Q B 2 0000 Ib Icecream Q F 2 0000 Ib Q S 0 0000 Ib P QOH 2 0000 Ib Baskin Robbins SKU 001 Q H 4 0000 Ib Q B 0 0000 Ib Products Orders METAOPTION Icecream Q F 5 0000 Ib Q S 1 0000 Ib P QOH 3 0000 Ib Inventory Click on the Search provided on the top left corner of the screen Search bar will open Also you can filter and sort the Low Stock by selecting Filter and Sorting links 1 Filter Mac Eye Liner SKU 006 Q H 1 0000 Ib Q B 0 0000 Ib TL Sorting Cosmetic Q F 1 0000 Ib Q S 0 0000 Ib P QOH 1 0000 Ib QH 2 0000 Ib QB 0 0000 Ib Cocacola SKU 003 Q H 2 0000 Ib Q B 0 0000 Ib Soft drinks Q F 2 0000 Ib Q S 0 0000 I
11. FAQ Plans amp Pricing gt Sign ln gt Order Information gt Payment amp Billing Info gt Order Review Confirmation Robin A Q Culen A LogOut Select Your Payment Method Pay via Account Balance Customer payment account associated with GOIS Pay via Credit Card We accept Mastercard Visa Discover JCB Diners Club and American Express Card Type Card No Expiry Date Name On Card Is Default Billing Address American Express Credit Card 200 000 0000 1220414 Robin A 78 WW Brandon RTA RT Customer s sensitive payment information is stored with Authorize Net payment gateway Data communication between devices GOIS Server and Authorize Net is happening on 255 bit SSL Secure Socket Layer encryption for advanced security 6 Again click on continue button now you will be redirected to the Payment Details section for final confirmation of payment 7 Press Confirm and Place order 8 Now you will see an Order Confirmation screen shows the status message and reference transaction number for your payment 9 You will also receive an order confirmation mail in your E mail ID as well which you can keep for your future reference 10 If your transaction is successful it means you are now associated with a new selected plan Note You have setup your account on web now you can use GOIS Pro app on your device Go to Top METAOPTION LLC 574 NEWARK AVENUE SUITE 210 s EMAIL info metaoption com WEB SITE ww
12. No 5 08 TSP 50 00 Customer items 1 Order On 11 10 13 Status Dispatched Order No 5 09 TSP 100 00 Customer Items 1 Order On 11 10 13 Status Dispatched Order No 3 08 TSP 50 00 Customer Items 1 Order On 11 10 13 Status Dispatched Go to Top METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 4 METAOPTION EMAIL info metaoption com WEB SITE www metaoption com W meoo 7 Settings You can change your settings from this section Download Settings Click on this button if some of your settings not downloaded Organization This section allows you to change your current organization 4 Click on Organization 5 Displayed all the associated organization of your account 6 Select the organization you want to work on Business Unit This section allows you to change your current business unit 4 Click on Business Unit 5 Displayed all the business units associated with the selected organization 6 Select the business unit you want to work on Back Settings Download Settings Oakland it English Currency USD Time Zone METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METAOPTION EMAIL info metaoption com WEB SITE www metaoption com J METAOPTION 68 Location List of all the location associated with the selected Business Unit displayed here This section al
13. Order Number and Suffix Setup your system Default 9 Custom By choosing this setting system will automatically set the default settings By selecting custom setting you can manually choose and set the Goods Order Inventory s system parameters as per for you your preference General Settings Sales Order No Format Date amp Time Format Settings Order No s Prefix Purchase Order Settings Order No s Suffix Sales Order Settings Separator Product amp Category Settings Padding On Off Order No length 5 Order Start Number 1 Increment 1 Preview 1 Preview More Settings Sale Option Sale using product s total stock available at a locatio Stock Adjustment Use oldest stock first FIFO First In First Out methods Rule Default Shipment Delivery iw Type Padding On Off This field will include or exclude the padding character in your order number to span the full length of order string w METAOPTION LLC 574 NEWARK AVENUE SUITE 210 gt METAOPTION JERSEY CITY NJ 07306 PH FAX 201 377 3150 EMAIL info metaoption com WEB SITE www metaoption com J NE TAOPTION 17 Padding Type You can add padding character either on left or on right on the Sales Order number to span the full order length Padding Character You can select a padding character from drop down list which will be appended with Sales Order number if padding is ON Order No length User can set a standard leng
14. S 0 0000 Ib P QOH 5 0000 Ib Cosmetic Q F 5 0000 Ib Q S 0 0000 Ib f P QOH 5 0000 Ib Available Stock Entries Baskin Robbins y SKU 001 Icecream UPP 40 00 Q B 0 0000 Ib Q S 0 0000 Ib P Q O H 1 0000 Ib Mac Eye Liner SKU 006 Q H 1 0000 Ib Q B 0 0000 Ib Cosmetic Q F 1 0000 Ib Q S 0 0000 Ib P QOH 1 0000 Ib Baskin Robbins y SKU 001 Icecream UPP 40 00 Q B 2 0000 Ib Q S 0 0000 Ib P Q O H 0 0000 Ib USP 50 00 Q F 1 0000 lb Q H 1 0000 Ib Snickers SKU 002 Q H 5 0000 Ib Q B 0 0000 Ib Icecream Q F 5 0000 Ib Q S 0 0000 Ib P QOH 5 0000 Ib Tang SKU 004 Q H 2 0000 Ib Q B 0 0000 Ib Soft drinks Q F 2 0000 lb Q S 0 0000 Ib P QOH 2 0000 Ib Baskin Robbins y SKU 001 Icecream UPP 40 00 Q B 0 0000 Ib Q S 1 0000 Ib P Q O H 4 0000 Ib USP 50 00 Q F 5 0000 Ib Q H 4 0000 Ib Products Inventory Home Products Orders Inventory Products Orders Inventory Adding items in Inventory a b c d e Select Inventory icon displaying on the home screen Select Available Stock Entries from inventory screen List of available stock items across all the locations of selected business unit will be displayed Click on the plus icon displaying on the top right corner of Select Available Stock screen Product list displayed METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ
15. available Stock Adjustment Rule This rule will be applicable for sales orders created from stock Use oldest stock first FIFO First In First Out method Use newest stock first LIFO Last In First Out method FIFO First In First Out i e the first entry for a product into the inventory will be going out or used first at the time of sale LIFO Last In First Out i e the Last entry for a product into the inventory will be going out or used first at the time of sale METAOPTION LLC 574 NEWARK AVENUE SUITE 210 w 5 LD METAOPTION JERSEY CITY NJ 07306 PH FAX 201 377 3150 EMAIL info metaoption com WEB SITE www metaoption com v NE TAOPTION 18 Default Shipment Type User can set the shipment type of the sale orders Option1 Delivery This specifies the default shipment type as it will be delivered at your shipping address Option2 Pickup This specifies the default shipment type as pickup Product amp Category Settings Create Default Category If user wants to create a default sample category list and products in their account then you need to check mark this box Select Industry User can choose the industry type from drop down list for which the sample categories and products will be created Setup your system Default Custom By choosing this setting system will automatically set the default settings By selecting custom setting you can manually choose and set the Goods O
16. fulfill in Fulfill Qty field There are two option provided to fulfill CON Se OS Edit Order 2 Help Fulfill Purchase Order Info Line Items Q Search Fulfill Scan Add Tang SKU 004 Soft drinks O Qty 5 0000 Ib F Qty 0 0000 Ib UPP 35 00 UFP 0 00 TPP 175 00 TFP 0 00 Ordered Qty 5 Snickers Remaining Qty 5 SKU 002 Icecream Fulfill aty 5 O Qty 10 0000 Ib F Qty 0 0000 Ib UPP 15 00 UFP 0 00 TPP 150 00 TFP 0 00 Unit Ib Total fulfill Price 6000 Cocacola CAPA SKU 003 Date Fulfilled 1 1 1 1 13 04 44 AM Soft drinks e k O Qty 10 0000 Ib F Qty 0 0000 Ib UPP 10 00 UFP 0 00 Fulfill Fulfill and Close TPP 100 00 TFP 0 00 SS SS Tosiba Refrigerator By 007 Electronic Appliance F Qty 0 0000 Ib O Qty 5 0000 Ib UPP 1 200 00 UFP 0 00 TPP 6 000 00 TFP 0 00 gt Fulfill This will fulfill the entered quantity of the selected item All the other items of the purchase order still available to fulfill and the order will be partially fulfilled Order will be fully closed after you fulfill all the quantity of all the associated items of purchase order gt Fulfill amp Close This will close the order The entered quantity of the selected item will be fulfilled but all the remaining quantity and remaining items will be discarded Deleting Purchase Order 1 Select Purchase order sect
17. of Supported Makes and Models If you are using one of the unsupported devices we strongly recommend you to sign up with free plan and ensure GOIS Pro is working on your device before you buy paid subscription Apple iOS App iPhone and iPad is pending review with iTunes If you are looking to use GOIS Pro only on your iOS devices we recommend you check back in few days If you are looking to use Android Devices and Web Interface of GOIS Pro we encourage you to sign up As soon as iOS app become available we will notify you For higher plan please contact customer support at support goodsorderinventory com Custom 3 As you have already registered yourself Select Existing user Section and provide your Login credentials Login password and then click on Login Button Goods Order Inventory ew User Existing User TESE PEAN SOC WE Seo ar eon Rie your cori coc Bee mme eee plana Amo Semhce Lope a Eee Pat ieee Pacs nel Lol Leeann Addie Ferna Lat Ma Erl F iawn Dee Logan ED Pearce Donii Pennee p Tobos rer Sho boot men ie me eee aster Seve Terma i Comes El I mee ho hD oe Sve oe ne ee eo suomi canam METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METAOPTION EMAIL info metaoption com WEB SITE www metaoption com e mernopnon 2 4 Press Continue button Current Subscribed Package Package Custom Package P
18. the location associated with the selected Business Unit displayed here This section allows you to select any location as default location Unit Display Unit type which you selected on web for this user You can change the default unit type 1 Click on Unit 2 Displayed Unit screen 3 To change default unit click on selected default unit 4 You will now redirected on Unit List 5 Select the default unit Currency e Currency will be displayed as per selected business unit e You can change the currency only from your GOIS Pro web account Time Zone e Time Zone will be displayed as per the current user which has been set on web e You can change the time zone only from your GOIS Pro web account Working Mode You can choose from two different working modes e Online Synchronize all your data to web server on real time e Offline Create data on device only without synchronizing it to web Sales Order Settings Sale Option Select options for your sales orders a Available Stock Select for selling product from its total stock from a location e Stock Adjustment Rule i FIFO Item which added in stock first will be used first for selling First In First Out li LIFO Item which added in stock last will be used first for selling Last In First Out METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE w
19. which will be used into the GOIS Pro system On the first screen you need to provide the details for the General settings having some fields General Settings Organization This field defines the name for your Default Organization within your GOIS account Business Unit This field defines the name for your Default business Unit within the default Organization Location This field defines the name for your Default Location within the default Organization and Business Unit Setup your system Default By choosing this setting system will automatically set the default settings for you General Settings Organization amp Business Unit Date amp Time Format Settings Organization My Organzaton Purchase Order Settings Business Unit My Business Unit Sales Order Settings Location My Location Product amp Category Settings Time Zone Time Zone UTC 05 00 Eastern Time US amp Canada ge Unit amp Currency Unit Type Engish x Default Unit Ib Pound Change Currency USD US Dollar x Price amp Quantity Decimal Scale Quantity Decimal 4 au Scale Price Decimal Scale 2 ea Theme Select Theme GreenSkin Note For your instance a default data will be populated as shown on the below screen which is editable as per your Organization s requirement METAOPTION LLC 574 NEWARK AVENUE SUITE 210 w gt S METAOPTION JERSEY CITY NJ 07306 PH FAX 201 377 3150
20. 0 00 Trans Qty 5 0000 Ib Date 11 11 13 04 48 AM In Added USP 50 00 Trans Qty 2 0000 Ib Date 11 11 13 04 50 AM Baskin Robbins SKU 001 UPP 40 00 Avi Qty 7 0000 Ib Curr Qty 8 0000 Ib In Added USP 50 00 Trans Qty 1 0000 Ib Date 11 11 13 04 51 AM Baskin Robbins SKU 001 UPP 40 00 Avl Qty 5 0000 Ib Curr Qty 6 0000 Ib Baskin Robbins SKU 001 UPP 40 00 Avl Qty 6 0000 Ib Curr Qty 8 0000 Ib Products In Added USP 50 00 Trans Qty 1 0000 Ib Date 11 11 13 04 55 AM In Added USP 50 00 Trans Qty 2 0000 Ib Date 11 11 13 04 55 AM Inventory Back Inventory In Baskin Robbins SKU 001 UPP 40 00 Avl Qty 0 0000 Ib Curr Qty 5 0000 Ib Stock Details Inventory Out Back Inventory In Baskin Robbins SKU 001 UPP 40 00 Avl Qty 8 0000 Ib Curr Qty 6 0000 Ib Baskin Robbins SKU 001 UPP 40 00 Avl Qty 6 0000 Ib Curr Qty 5 0000 Ib Products In Added USP 50 00 Trans Qty 5 0000 Ib Date 11 11 13 04 48 AM Baskin Robbins SKU 001 UPP 40 00 Avl Qty 5 0000 Ib Curr Qty 7 0000 Ib Baskin Robbins SKU 001 UPP 40 00 Avi Qty 7 0000 Ib Curr Qty 8 0000 Ib Baskin Robbins SKU 001 UPP 40 00 Avl Qty 8 0000 Ib Curr Qty 6 0000 Ib In Added USP 50 00 Trans Qty 2 0000 Ib Date 11 11 13 04 50 AM In f Added USP 50 00
21. 0000 Ib Soft drinks Q F 5 0000 Ib Q S 0 0000 Ib P QOH 5 0000 Ib L Oreal Conditionar SKU 005 Q H 5 0000 Ib Q B 0 0000 Ib Mac Eye Liner SKU 006 Q H 1 0000 Ib QB 0 0000 Ib Snickers SKU 002 Q H 5 0000 Ib Q B 0 0000 Ib Cosmetic Q F 5 0000 Ib Q S 0 0000 Ib P QOH 5 0000 Ib Cosmetic Q F 1 0000 Ib Q S 0 0000 Ib P QOH 1 0000 Ib Icecream Q F 5 0000 Ib Q S 0 0000 Ib P QOH 5 0000 Ib Tang SKU 004 Q H 2 0000 Ib Q B 0 0000 Ib Products Available Stock Details screen of the item displayed There are three different tabs from where you can view all your inventory item transactions ME TAGP TION Soft drinks Q F 2 0000 Ib Q S 0 0000 Ib P QOH 2 0000 Ib inventory METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 EMAIL info metaoption com WEB SITE www metaoption com METACPTION Inventory In This section displays the details of the item when it has been added in the inventory 46 Inventory Out This section display the details of the inventory item after sales All This section displays all the transaction done from Inventory Back Inventory In Baskin Robbins SKU 001 UPP 40 00 Avl Qty 0 0000 Ib Curr Qty 5 0000 b Baskin Robbins SKU 001 UPP 40 00 Avi Qty 5 0000 Ib Curr Qty 7 0000 Ib Stock Details Inventory Out In Added USP 5
22. 03 TPP 1 200 00 Vendor M s Mineral Exploration Items 1 gt Order On 10 31 13 06 41 AM Status New Order Order No amp 02 TPP 700 00 Vendor M s Rogery Traders Items 1 gt Order On 10 31 13 06 41 AM Status New Order Order No 01 TPP 175 00 Vendor M s Mineral Exploration Items 1 gt Order On 10 31 13 06 40 AM Status New Order Products Orders inventory Add Purchase Order You can add new Purchase Order by following the steps below 1 Select Purchase Order icon displaying on the home screen 2 Click on the plus icon exists on the top right corner of the Purchase Orders screen 3 Add Purchase Order have two tabs Info Tab amp Line Items Tab gt Info Tab You can add information about your purchase order a Order Number This will generate automatically as per the settings saved on web server b Location This will be the default location as per your settings Click on the Location if you want to add product for any other location List of all the location of your business unit will be displayed Note You cannot change location of a partially fulfilled order METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 lt METADPTION EMAIL info metaoption com WEB SITE www metaoption com bA METAOPTION c Order Status You can select any status as per your need New Order Review Sent to Vendor d Priority You can set the
23. 07306 PH FAX 201 377 3150 METAOPTION EMAIL info metaoption com WEB SITE www metaoption com meraoption f Select the product you want to add in your inventory g Add Inventory screen displayed h You can now update item s details Unit Purchase Price Unit Sale Price Quantity i Youcan also add item notes j Click on Save button to add the product in stock Update a Stock Item This feature currently not available on device for this release a On Select Available Stock screen select the stock item you want to update b Update details you want and click on Save button c Stock Item will be updated Deleting a Stock Item a On Select Available Stock screen select the stock item you want to delete b Click on the delete button c Stock item will be deleted d If stock item not synced to web server then it will only ask to delete the item from your device only Edit Stock Unit Purchase Price 50 Unit Sale Price 60 Quantity 100 Unit ton US Delete Inventory Item From Total Price SS Sale Price 6 000 000 Enter note upto 500 charac i Note 1 You can only delete unsynchronized data Inventory data once synced to web server cannot be deleted using device 2 Delete from Device will delete data only from your device amp delete from Device amp server will delete data from device as well as from web server METAO
24. 2 0000 QAT 7 0000 Ib Baskin Robbins SKU No 001 QBT 7 0000 Ib Trans On 11 10 13 Stock Adjustment In Trans Qty 1 0000 QAT 8 0000 Ib Loc Oakland Cocacola SKU No 003 QBT 0 0000 Ib Trans On 11 10 13 Sale In Trans Qty 5 0000 QAT 5 0000 Ib Loc Oakland Cocacola SKU No 003 QBT 0 0000 Ib Trans On 11 10 13 Stock Adjustment In Trans Qty 5 0000 QAT 5 0000 Ib 1 Filter Loc Oakland Baskin Robbins SKU No 001 QBT 0 0000 Ib Trans On 11 10 13 Loc Oakland Baskin Robbins SKU No 001 QBT 0 0000 Ib Trans On 11 10 13 Loc Oakland _ Baskin Robbins SKU No 001 QBT 5 0000 Ib Trans On 11 10 13 Loc Oakland Baskin Robbins SKU No 001 QBT 7 0000 Ib Trans On 11 10 13 Loc Oakland Stock Adjustment Loc Oakland Cocacola SKU No 003 QBT 0 0000 Ib Trans On 11 10 13 Loc Oakland Tl Sorting Sale In Trans Qty 5 0000 Ib QAT 5 0000 Ib Stock Adjustment In Trans Qty 5 0000 Ib QAT 5 0000 Ib Stock Adjustment In Trans Qty 2 0000 Ib QAT 7 0000 Ib Stock Adjustment In Trans Qty 1 0000 Ib QAT 8 0000 Ib Sale In Trans Qty 5 0000 Ib QAT 5 0000 Ib Stock Adjustment Products Orders Inventory Products Orders Inventory METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METACPTION EMAIL info metaoption com WEB SITE www metaoption com W
25. ION METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 EMAIL info metaoption com WEB SITE www metaoption com v D METAOPTION 70 Sync This section gives you the facility to upload your data from your device to web server and download data from webserver on your device Setting You can select your network and download settings from here 1 Click on Setting button displaying on the top right corner of the synchronize screen 2 You can now choose your network settings for download upload data Back Synchronize Setting Synchronize Upload Changes Sync All Help If this Setting is enabled then you can transf in both using WIFI amp Carrier This setting may need On 10 30 13 and or data overage charges by your Carrier On 10 30 13 Select Date Products inventory Products Orders Inventory Network Settings You can select any of the network setting e Sync Using WIFI only You can transfer your GOIS data to the web server only when WIFI is available e Sync using WIFI and Carrier You can transfer your GOIS data using both WIFI and Carrier METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METAOPTION EMAIL info metaoption com WEB SITE www metaoption com MA METAOPTION Ji Download Options You can set the settings for your download Syn All will work as per the download option selected e Cha
26. METAOPTION 62 Profit amp Loss Report This report provides you the Sales Specific Profit Loss on your sales order Mail This feature will be available in next version Summary This will provide you the information of all your profit and loss for the current business unit Search Filter Sorting 1 Click on the Search provided on the top left corner of the screen Search bar will open 3 Also you can filter and sort the Profit amp Loss by selecting Filter and Sorting buttons D Back Profit amp Loss Profit amp Loss Search Closed On 11 10 13 TSP 100 00 Dis 0 00 Filter TL Sorting Profit Loss Incl Tax 20 00 Profit Loss Excl Tax 20 00 SO No 09 Closed On 11 10 13 TPP 80 00 TSP 100 00 Tax 0 00 Dis 0 00 Profit Loss Incl Tax 20 00 Profit Loss Excl Tax 20 00 SO No 08 Closed On 11 10 13 TPP 40 00 TSP 50 00 Tax 0 00 Dis 0 00 Profit Loss Incl Tax 10 00 Profit Loss Excl Tax 10 00 SO No 08 Closed On 11 10 13 TPP 40 00 TSP 50 00 Tax 0 00 Dis 0 00 Profit Loss Incl Tax 10 00 Profit Loss Excl Tax 10 00 Products Orders Inventory Products Orders Inventory o METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com METAGPTION Low Stock Report 63 This report contain all the inventory items
27. OPTION LLC 574 NEWARK AVENUE SUITE 210 Et EMAIL info metaoption com WEB SITE www metaoption com w w METAOPTION 73 Utility GOIS Pro provides you the following Utilities e Database Export e Factory Reset a Database Export This utility allows you to export your device database Click on Utility icon from home screen You can now see Export Database on utility screen Click on Export Database Export Database screen you will get two options for exporting your database Backup in GOIS Server To save data on webserver Send Email To email database in email 5 Click on Export button to export database PP Utility Export Database Factory Reset elect this option to send the GOIS device d your Email ID You can put comma seperate Home Products Inventory Home Products Inventory METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com lt X METAOPTION 74 b Factory Reset 1 This utility allows you to reset all your device data 2 All your device data will be removed 3 Remember to sync all your important data before doing factory reset Utility Database Export Factory Reset Warning This action will delete all data from this device it is highly recommended that you Sync your data first with server before Factory Reset You may also consider exportin
28. PTION LLC 574 NEWARK AVENUE SUITE 210 j JERSEY CITY NJ 07306 PH FAX 201 377 3150 METROPTION EMAIL info metaoption com WEB SITE www metaoption com bZ METAOPTION m Search Filter Sorting a Click on the Search link provided on the top left corner of Select Available Stock screen b Search bar will open c Also you can Filter Sort the stock items by selecting Filter and Sorting links g Back Select Available Stock Search Filter Tl Sorting Baskin Robbins Icecream SKU 001 Q F 8 0000 Ib Q H 7 0000 Ib Q S 1 0000 Ib Q B 2 0000 Ib P Q O H 5 0000 Ib Cocacola Soft drinks SKU 003 Q F 5 0000 Ib QH 5 0000 Ib Q S 0 0000 Ib QB 0 0000 Ib P QOH 5 0000 Ib L Oreal Conditionar Cosmetic SKU 005 Q F 5 0000 Ib Q H 5 0000 Ib Q S 0 0000 Ib QB 0 0000 Ib P QOH 5 0000 Ib Mac Eye Liner Cosmetic SKU 006 Q F 1 0000 Ib Q H 1 0000 Ib Q S 0 0000 Ib Q B 0 0000 Ib P Q O H 1 0000 Ib Snickers Icecream SKU 002 Q F 5 0000 Ib Q H 5 0000 Ib Q S 0 0000 Ib Q B 0 0000 Ib P QOH 5 0000 Ib Tang Soft drinks Products Inventory METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METAOPTION EMAIL info metaoption com WEB SITE www metaoption com MA METAOPTION as iii Add Stock This section allows you to add stock directly from your product list a b c d e f g h Select Inventory
29. Receive delivery e Transfer Stock e Add Update Delete Inventory e Search Filter Sorting 13 Sales Order e Add Sales Order e Update Sales Order e Dispatch Sales Order e Delete Sales Order e Searching Filter Sorting 14 Reports e All Transaction Report e Profit amp Loss Report e Low Stock Report e Inventory Report e Closed Purchase Order Report e Closed Sales Order Report 15 Settings e Download Settings e Organization e Business Unit e Unit e Currency e Time Zone e Working Mode e Tracking 1 LD JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com METAOPTION LLC 574 NEWARK AVENUE SUITE 210 METAOPTION 16 Sync Products Sync Orders Sync Inventory Sync Sales Sync Miscellaneous Sync 17 Utility 18 User Profile 19 Working with different user on same device metaoption METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 EMAIL info metaoption com WEB SITE www metaoption com e W METAUPTION 6 NEW USER REGISTRATION User can register himself as a Business Owner A business Owner can then create different other users from web only Registration on Device Follow the following steps to register yourself Select the GOIS Pro app icon on your device Click on New User link Fill the registration form Click on Register button You are now registe
30. S 0 0000 Ib Q B 0 0000 Ib P Q O H 1 0000 Ib Snickers Icecream SKU 002 Q F 5 0000 Ib Q H 5 0000 Ib Q S 0 0000 Ib Q B 0 0000 Ib P QOH 5 0000 Ib Tang Soft drinks Products Orders Inventory METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com AA METAOPTION 7 ii Available Stock Entries Using this section you can view individual entries of you stock items Also you can perform different actions on your stock like add update and delete searching etc View stock Entries a Select Inventory icon displaying on the home screen b Select Available Stock Entries from inventory screen c List of available stock items across all the locations of selected business unit will be displayed d Select any item e All the individual entries of the selected item will be displayed f You can also edit stock item by simple selecting the item Available Stock Available Stock Entries Add Stock Receive Delivery Transfer Stock Select Available Stock Baskin Robbins SKU 001 Q H 7 0000 Ib Q B 2 0000 Ib lick to add Product Help lick to view stock entries of an item Icecream Q F 8 0000 Ib Q S 1 0000 Ib P QOH 5 0000 Ib Cocacola SKU 003 Q H 5 0000 Ib Q B 0 0000 lb L Oreal Conditionar SKU 005 Q H 5 0000 Ib Q B 0 0000 Ib Soft drinks Q F 5 0000 Ib Q
31. TION 60 Reports You can view and email all your Reports in this section Following are the different reports 1 All Transaction Report Profit amp Loss Report Low Stock Report Inventory Report Closed Purchase Order Report Closed Sales Order Report oe a Reports All Transactions Profit amp Loss Low Stock Report Inventory Report Closed Purchase Order Closed Sales Order Products Orders Inventory METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com b2 METAOPTION i All Transaction Report This report contains the data of all the transaction of a product Mail This feature will be available in next version Search Filter Sorting 1 Click on the Search provided on the top left corner of the screen 2 Search bar will open 3 Also you can filter and sort the transactions by selecting Filter and Sorting buttons All Transactions All Transactions Loc Oakland Baskin Robbins SKU No 001 QBT 0 0000 Ib Trans On 11 10 13 Sale In Trans Qty 5 0000 QAT 5 0000 Ib Loc Oakland Baskin Robbins SKU No 001 QBT 0 0000 Ib Trans On 11 10 13 Stock Adjustment In Trans Qty 5 0000 QAT 5 0000 Ib Loc Oakland Baskin Robbins SKU No 001 QBT 5 0000 Ib Trans On 11 10 13 Loc Oakland Stock Adjustment In Trans Qty
32. Y CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com 5 METAOPTION Scan You can also add lite items directly from product list inventory by searching its barcode a Click on Scan button b Barcode scanner open read the barcode c If any item of scanned barcode present in the product list inventory it will open the add line item screen d If no item of scanned barcode present in the product list inventory you will get the option to first add the product and then add it in your sales order Search You can search filter and sort the line items of sales order a Click on the Search button b Search bar will open c Also you can Filter and Sort the line items by selecting Filter and Sorting links 5 Now go to Customer Details tab Customer Details Tab You can select remove or modify customer with your Sales order from this tab a Select Modify Customer To map customer with your sales order i Click on Select Modify Customer link ii This will open your customer list iii Select Modify any customer and select radio button iv Click on Select v Customer will be mapped with your sales order Sales 2 Help Info Line Items Customer Details Select Modify Customer Remove Oo Billing Address Shipping Address lame Richard Feraro Email richarf feraro yahoo com Mobile 91 9632589856 Customer Preferences S
33. acters Cell Phones Electronic Appliance Cosmetic Save Cancel Soft drinks Icecream lt Je Home Products Inventory Update Category 1 Click on Category from Manage section 2 On Category list select the Category you want to update 3 Update what you want and save the category 4 Your category will be updated Deleting Category 1 Select the Category you want to delete 2 Click on the delete button 3 Your category will be deleted o METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com Z METAOPTION Edit Category Chocolates Delete Category From Select Image Note Delete from Device will delete data only from your device amp delete from Device amp server will delete data from device as well as from web server Search 1 Click on the Search provided on the top left corner of the Category screen 2 Search bar will open where you can search the category Back Category Search EA Chocolates i Vegetables Products Inventory METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METAOPTION EMAIL info metaoption com WEB SITE www metaoption com AA METAOPTION o Vendor You can perform different actions on Vendors like add modify delete etc Also you can add contacts w
34. aoption com WEB SITE www metaoption com METAOPTION 69 e Stock Adjustment Rule i FIFO Item which added in stock first will be used first for selling First In First Out li LIFO Item which added in stock last will be used first for selling Last In First Out Back Settings Download Settings Unit English Currency USD Time Zone UTC 05 00 Eastern Time US Sale Option Available Stock Choose this option for selling product from it s total available stock from a location Default sale price will be the current sale price in product Stock will be automatically adjusted by using stock adjustment rule Adjust Rule FIFO v U Available Stock Entries Choose this option to sale product from its individual stock entries from a location Here default sale price will populate from individual sale price for each stock entries for a product Product List By choosing this option you can sale a product directly from your product list and the sales price will be the current sale price set in a product b Available Stock Entries Choose this option to sales product from its individual stock entry from a location c Product List Choose this option to sales directly from your product list This will not affect your inventory Shipment Type Select the shipment type of your sales order e Pickup e Delivery Click on Save button to save your settings Go to Top METAOPT
35. b P QO H 2 0000 Ib Soft drinks Q F 2 0000 Ib QS 0 0000 Ib P QOH 2 0000 Ib Baskin Robbins SKU 001 Q H 1 0000 Ib Q B 0 0000 Ib Icecream Q F 1 0000 Ib Q S 0 0000 Ib P QOH 1 0000 Ib Baskin Robbins SKU 001 Q H 2 0000 Ib Q B 2 0000 Ib Icecream Q F 2 0000 Ib Q S 0 0000 Ib P QOH 2 0000 Ib Products Orders Icecream Inventory METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 EMAIL info metaoption com WEB SITE www metaoption com amp METAOPTION a Inventory Report This report will display details of all the inventory items Mail This feature will be available in next version Search Filter Sorting i Search bar will open m buttons Back Inventory Report Search Mac Eye Liner SKU 006 UPP 90 00 USP 100 00 Qty 1 0000 Ib TPP 90 00 TSP 100 00 L Oreal Conditionar SKU 005 UPP 50 00 USP 52 00 Qty 5 0000 Ib TPP 250 00 TSP 260 00 Tang SKU 004 UPP 35 00 __ USP 40 00 Cocacola SKU 003 UPP 10 00 USP 12 00 Qty 2 0000 Ib TPP 70 00 TSP 80 00 Qty 5 0000 Ib TPP 50 00 TSP 60 00 Snickers SKU 002 UPP 15 00 USP 17 00 Qty 5 0000 Ib TPP 75 00 TSP 85 00 Baskin Robbins SKU 001 UPP 40 00 USP 50 00 Baskin Robbins J Home Products Orders METAOPTION
36. bar will open 3 Also you can filter and sort the Close Purchase Order data by selecting Filter and Sorting buttons m Closed Orders Back Closed Orders Cocacola Senet GAHA SKU 003 am Soft drinks Q O Qty 2 0000 Ib UPP 10 00 10 Filter tl Sorting TPP 20 00 Back Closed Orders Search Order No G 160 TPP 20 00 Vendor Items 1 Order On 11 10 13 Status Fulfilled Order No 5 160 TPP 20 00 Vendor Items 1 Order On 11 10 13 Status Fulfilled METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METAOPTION EMAIL info metaoption com WEB SITE www metaoption com SA METAOPTION 66 Closed Sales Order Report This report contains the data of all the closed sales order Mail This feature will be available in next version View Closed Sale Order Items Click on the Closed Sale Order to view line items of that closed sale order Search Filter Sorting 1 Clickonthe Search provided on the top left corner of the screen 2 Search bar will open 3 Also you can filter and sort the Closed Sales order by selecting Filter and Sorting buttons Back Closed Sales Back Closed Sales Baskin Robbins Search SKU 001 Category Icecream UPP 40 00 USP 50 00 Qty 2 0000 Ib TSP 100 00 Filter tl Sorting Search Order No 5 09 TSP 100 00 Customer Items 1 Order On 11 10 13 Status Dispatched Order
37. cation You just need to select the icon on which you want to work 3 Following are the icon displaying on the dashboard Product Purchase Order Inventory Sales Manage Reports Settings Sync Utility User Profile Help Click on Logout button to logout Goods Order Inventory Logout Lo Home Products Orders inventory Go to Top METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METAOPTION EMAIL info metaoption com WEB SITE www metaoption com w W METAROPTION 25 Manage This section contains three sub sections You can manage your Category Vendor and Customer from this section 1 Category 2 Vendor 3 Customer Manage Category gt Vendor Customer Products Inventory METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METAOPTION EMAIL info metaoption com WEB SITE www metaoption com iw METAOPTION 26 Category You can perform different actions on categories like add modify delete search etc Add Category 1 Click on plus icon which is on the top right corner of the Category screen 2 By clicking on that icon Add Category view will open 3 You can also add remove image for the category by clicking on the Select Image or Remove Image links respectively Back Category a Add Category 2 Help Search Enter note upto 250 char
38. chase order which you want to add in your stock or add a new purchase order e After fulfilling a purchase order the items of fulfilled purchase order will be added in your stock Inventory 2 Help Available Stock gt Available Stock Entries Purchase Orders Search Order No m 06 TPP 200 00 Vendor M s Mineral Exploration Items 1 gt Order On 10 31 13 06 41 AM Status New Order Order No 05 TPP 950 00 Vendor M s Rogery Traders Items 2 Order On 10 31 13 06 41 AM Status Review Add Stock Receive Delivery gt t Transfer Stock Order No m 04 TPP 6 425 00 Vendor M s Rogery Traders Items 4 gt Order On 10 31 13 06 41 AM Status New Order Order No m 03 TPP 1 200 00 Vendor M s Mineral Exploration Items 1 gt Order On 10 31 13 06 41 AM Status New Order Order No m 02 TPP 700 00 Vendor M s Rogery Traders Items 1 gt Order On 10 31 13 06 41 AM Status New Order Order No 01 TPP 175 00 Vendor M s Mineral Exploration Items 1 gt Order On 10 31 13 06 40 AM Status New Order Home Products Orders Inventory Home Products Orders Inventory v Transfer Stock Using this section you can transfer your stock items between different locations This feature currently available on web application Go to Top METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www
39. ck here to choose a new plan as highlighted in the below screenshot 1 Ifyou will click on the link click here to choose a new plan as highlighted above you will be redirected to our GOIS Pro website from where you can select your desired plan by using Pricing amp License section User Activation Your account has been activated Successfully Note Plans amp Pricing You can use goods order inventory system s free plan by default in case you are not choosing any plan You are free to upgrade downgrade your plan at any time as per your usage Click here to choose a new plan i METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com m metaoption 5 2 You can select any of the package or create a customize package After clicking on Continue you will be redirected to Login screen Select Plan To Subscribe Click on box under each package Free Package 1 Package 2 Package 3 Package 4 to select your plan as per your requirement You must select one box from each feature User Product Storage E Not available Available Plan P Current Plan P New Selected Plan User Users Product Items Storage MB Monthly Cost Monthly price of selected plan is 0 00 Note e Supported Devices iPhone iPad Android Phone Android Tablets View Complete List
40. ct the order date A METAOPTION METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 EMAIL info metaoption com WEB SITE www metaoption com 8 h 4 AE W METAOPTION 55 Delivery On Date for delivery Note You can add your order notes here Courier Information Courier Name You can give your courier name if any Tracking No You can give your courier name if any Note You can add your order notes here Click on Save button to save sale order Line Item Tab Buttons displaying at the top of the line item screen Add You can add items in your sales order from your Stock or Product List depending upon your sale order settings To add line item click on Add button Screen navigate to Inventory list if sales from stock or Product list if sales from product list as per your sale order settings Select any product which you want to add in sales order Add Line Item screen displayed which have the item s details You can update the Unit Sale Price Quantity Discount and Unit of item If you change the unit price will be converted as per the selected unit You can also add Notes for your line items Click on Save button to add the item in your order Back Sales 2 Help Info Line Items Customer Details Search Cit Scan Add lick to add items Record Not Found o METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSE
41. cts 0 Giftware Type Manufacturer Products Inventory Go to Top METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com MA METAOPTION a Customer You can perform different actions on Customers like add modify delete etc Add Customer 1 Click on plus icon whichis on the top right corner on Customer screen 2 By clicking on that icon Add Customer view will open 3 Here you can add customer details Billing Shipping address of customer 4 Click on Save button to save the customer Back Customers Back Add Customer Detail Search Help Customer Details Billing Address Shipping Address Dianne Dela Cruzz Mobile No 5236874523 Email ID dianne dela gmail com Gary Mcdonalds ss No 96221 OGE Past Name Email ID gary gmail com gt John Donald Smith Mobile Mobile No 1 9632547896 Email ID john gmail com Email ID Juan Dela Cruzx Mobile No 98653214 Email ID juan dela yahoo com Richard Feraro Mobile No 91 9632589856 Email ID richarf feraro yahoo com John Deo Mobile No 91 96325896 Email ID john deo gmail com Products Orders Inventory Products Orders Inventory Update Customer 1 2 3 4 Click on Customer from Manage section On Customer list select the Vendor you want to update Update details you want and cl
42. ed as per the selected unit g You can also add Notes for your line items h Click on Save button to add the item in your order Add Order info Line Items AA Search Fulfill i Sean Add Click to add items Record Not Found Scan You can also add line items directly from product list by searching its barcode a Click on Scan button b Barcode scanner open read the barcode c If any item of scanned barcode present in the product list it will open the add line item screen d If no item of scanned barcode present in the barcode you will get the option to first add the product and then add it in your order Fulfill Read Fulfill a Purchase Order section for this o METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com metaoption ji Search You can search filter and sort the line items of purchase order a Click on the Search button b Search bar will open c Also you can Filter and Sort the line items by selecting Filter and Sorting links Update Purchase Order 1 Select Purchase order section from dashboard 2 On Purchase Order list select the order you want to update 3 Update details you want and click on Save button 4 Purchase order will be updated Fulfill a Purchase Order You can fulfill a purchase order fully or partially All the fulfilled items wi
43. eft corner of the screen 2 Search bar will open 3 Also you can Filter and Sort the products by selecting Filter and Sorting links Products Search Filter Tl Sorting Baskin Robbins SKU 001 Icecream PP 40 00 SP 50 00 j Cocacola CLP SKU 003 j Soft drinks PP 10 00 SP 12 00 SKU 005 Cosmetic PP 50 00 SP 52 00 a L Oreal Conditionar Mac Eye Liner SKU 006 Cosmetic PP 90 00 SP 100 00 wy Samsung Galaxy S4 SKU 008 Cell Phones PP 1 000 00 SP 1 050 00 Snickers Products Inventory Go to Top METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com 5A METAOPTION Purchase Order You can manage all your purchase orders for a particular location using this section You can perform add update delete fulfill searching orders etc All the fulfilled items with be sent to your inventory Purchase Orders lick to add Purchase Order Help Search Order No E 06 TPP 200 00 Vendor M s Mineral Exploration Items 1 gt Order On 10 31 13 06 41 AM Status New Order Order No 05 TPP 950 00 Vendor M s Rogery Traders Items 2 gt Order On 10 31 13 06 41 AM Status Review Order No 04 TPP 6 425 00 _ Vendor M s Rogery Traders Items 4 gt Order On 10 31 13 06 41 AM Status New Order Order No m
44. g your database to GOIS Server or to your E mail Do you wish to continue with Factory Reset Lime Products Orders Inventory Go to Top METAOPTION LLC 574 NEWARK AVENUE SUITE 210 4 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com MA METAOPTION T User Profile This section allows you to view your profile details You can see the user profile information in this section If you want to update any other information you have to login on GOIS web server If you have made any changes on GOIS web and unable to see it here you have go to Sync section and do Sync All or download User Profile from Miscellaneous User Profile First Name Jennifer Middle Name Marshall Last Name Reuting Role Business Owner Login jen Email jennifer yopmail com Sign Up 10 31 13 05 38 AM Modified On 10 31 13 05 38 AM Last Login 11 11 13 04 07 AM 1e Home Products Orders inventory Go to Top METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com J METAOPTION 76 Working with different User on same device You can use the same device for login as a different user Before changing the user it will ask you to take the backup of your data Open GOIS Pro app If you are already logged it with any o
45. gs for you General Settings Date amp Time Format Date amp Time Format Settings Web Purchase Order Settings Date amp Time format settings for web app Sales Order Settings Date Time 11 01 2013 02 11 PM Product amp Category Settings Exe IYOT 10 13 Device Date amp Time format settings for device Date Time 11 01 13 02 11 PM Ex 11 01 13 10 11 Af Previous nea METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METAOPTION EMAIL info metaoption com WEB SITE www metaoption com J METAOPTION 15 Purchase Order Settings Order No s Prefix User is allowed to prepend some characters or letters or digits before the purchase Order number to make a standard business series for all the Purchase Orders Order No s Suffix You can also append some characters or letters or digits after the Purchase Order number Separator User can choose any character as a separator from drop down list between Prefix Purchase Order Number and Suffix Setup your system Default By choosing this setting system will automatically set the default settings for you General Settings Purchase Order No Format Date amp Time Format Settings Order No s Prefix Order No s Suffix Sales Order Settings Separator Product amp Category Settings Padding On Off Order No length 5 lw Order Start Number 1 Increme
46. hase Price Type here Product Image Click on View Album button to view add or remove the product image It will display the selected images available for this product Click on Add Image link to add product images from your library Click on Remove link to remove any image Product Description You can add product description if any Product Settings These settings will be applicable on the product Click on icon to expand product settings Is Free Select to make the product Free Sales Price 0 Is Saleable Select to make the product available for sales Is Published Select to publish the product only published product available to use in other sections of application Is Disabled Select to make the product disabled a disabled product will not display on Product list Add Product Add Product No Image Available Sale Price Type here Description Unit Pound gt Product description upto 500 characters Minimum Qty Minimum qty for low stock _ Product Image Product Setting K Sm Click on the view album to modify the default amp Notmage Other associated images with this product f Is Free Availabl gt f anaie 0 more available View Album _ Is Saleable Product Description f Product description upto 500 characters Home Products Orders Inventory E E Is Published Li Click to expand setti
47. hipment Type Pickup vv Req Delivery On 10 31 13 07 21 AM E Pickup Location MaryLand Enter Instruction upto 250 characters Dispatch amp Close Delete METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com e mernopnon m b Remove Customer Click on the Remove button to remove the customer from your sales order c Customer Information All the information of your selected customer will be displayed here such as Contact info Billing address Shipping address d Customer Preferences You can set customer preferences like Shipment Type Delivery or Pickup Requested Delivery On e Delivery Location depending upon shipment type f Customer Instruction if any 6 Click on Save button to save your sales order Dispatch a Sales Order Note In this release this feature is currently available only on web You can dispatch your sales order from Info or Customer details tab of sales order Click on Sales Order icon from dashboard Select any order from Sales Orders list Go to Info Customer Details tab Displaying Dispatch amp Close button at the bottom of the screen Click on Dispatch amp Close button this will dispatch your full order including all your line item and close it 6 Your order will be fulfilled and sent to closed sales o
48. ick on Save button Customer will be updated Deleting Customer 1 2 3 Select the Customer you want to delete Click on the delete button Customer will be deleted METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com 32 Back Edit Customer 2 Help Customer Details Billing Address Shipping Address Mobile 91 96325896 Delete Customer From Email 1D john deo gmail com nS Hii Devina Device amp Server Save Delete Products Orders Inventory Note Delete from Device will delete data only from your device amp delete from Device amp server will delete data from device as well as from web server Search 1 Click on the Search provided on the top left corner of the screen 2 Search bar will open from where you can search the customer Back Customers Search John Deo Mobile No 91 96325896 gt Email ID john deo gmail com Richard Feraro Mobile No 91 9632589856 gt Email ID richarf feraro yahoo com Juan Dela Cruzx Mobile No 98653214 gt Email ID juan dela yahoo com John Donald Smith Mobile No 1 9632547896 gt Email ID john gmail com Gary Mcdonalds Mobile No 9622158555 gt Email ID gary gmail com Dianne Dela Cruzz Mobile No 5236874523 gt Email ID dianne dela gmail com home
49. ion from dashboard 2 On Purchase Order list select the order you want to delete 3 Click on the delete button METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com bZ METAOPTION m 4 Purchase Order will be deleted Edit Order Line Items Order Number 06 Location Oakland Order Status New Order Priority High Discount amp Taxes Select Delete Order From Vendor M s Rogery Traders Device Device amp Cancel Server Associated Contacts 2 Order Date 10 31 13 06 41 AM Requested Delivery 10 31 13 06 41 AM Enter note upto 500 characters Fullfill All Delete Note Delete from Device will delete data only from your device amp delete from Device amp server will delete data from device as well as from web server Search Filter Sorting 1 Select Purchase order section from dashboard 2 Click on the Search provided on the top left corner of the screen 3 Search bar will open 4 Also you can Filter and Sort the purchase order by selecting Filter and Sorting links Purchase Orders T Filter Tl Sorting Order No m 06 Vendor M s Rogery Traders Order On 10 31 13 06 41 AM TPP 200 00 Items 1 gt Status New Order Order No m 03 Vendor M s Rogery Traders Order On 10 31 13 06 41 AM Order No 01 Vendor M
50. ith the vendors Add Vendor Click on plus icon which is on the top right corner on Vendor screen By clicking on that icon Add Vendor view will open You can select vendor category from the drop down list You can also add vendor category by selecting icon displaying adjacent to Category field a Back Vendors Vendor Details Jenene Vendor Address Search M s Rogery Traders Contacts 2 gt ype Here M s Mineral Exploration Contacts 0 Giftware Type Manufacturer Cancel Home Products Orders Inventory Home Products Orders Inventory Adding Vendor Contact You can add contacts with your vendors You can only add contacts after saving vendors 1 2 3 4 5 Select any vendor from vendor list On edit vendor screen select Vendor Contact tab Here user can add update delete Vendor Contact You can also add update delete Contact Type Just select the vendor contact and update it METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com 29 Back Edit Vendor 2 Help Back Edit Vendor i 5 Help Vendor Info Vendor Address Contacts Vendor Info Vendor Address Contacts Add Contact William P Manager Email william p com ie Mobile 15989 Caterers Olivia P Executive Pe Email olivia p com pros Type lt Mobile 125888
51. lows you to select any location as default location Unit Display Unit type which you selected on web for this user You can change the default unit type 1 Clickon Unit 2 Displayed Unit screen 3 To change default unit click on selected default unit 4 You will now redirected on Unit List 5 Select the default unit Currency e Currency will be displayed as per selected business unit e You can change the currency only from your GOIS Pro web account Time Zone e Time Zone will be displayed as per the current user which has been set on web e You can change the time zone only from your GOIS Pro web account e Follow below steps to change your time zone 1 Login on your GOIS web account Go to Profile Change the Time Zone Save the profile Open GOIS Pro app on you device Select Sync from your home screen Select Miscellaneous Download User Profile Your new time zone will be downloaded 2 Oo eS SN Working Mode You can choose from two different working modes e Online Synchronize all your data to web server on real time e Offline Create data on device only without synchronizing it to web Sales Order Settings Sale Option Select options for your sales orders a Available Stock Select for selling product from its total stock from a location METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 gt METAOPTION EMAIL info met
52. mAccounts UserActvation aspx eqs EFBFAFBS515C08C881D9513 79 21E3953 56186497DE1FD82139304082042734460052608F531E4D4F 4950015491 FOFDED243 7 EG49B200236264 Following steps are involved as part of setup process once your email is verified Step 1 Subscription Optional default free package will be enabled on Account Setup Select subscription package Login Make Payment if applicable Step 2 GOIS Pro Account Setup Mandatory must be completed on web before login to Mobile Apps Login Setup Account Define Organization Business Unit and Location Timezone Unit Currency Decimals and Web Application Theme Define time format for Web and Mobile Purchase Order and Sales Order Settings Default Product and Category Settings For more detail on activation process please visit manuals at www qoodsorderinventory convDownload Go to Top e lt METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com gt METAOPTION 8 GOIS SUBSCRIPTION a Free Subscription After registration you will be associated with the GOIS Pro Free Plan by default You can start using free subscription or you can subscribe any other plan as per your need at any time b Paid Subscription As per the requirement of your Business or Organization you are allowed to upgrade your free plan to a paid one by clicking on the link says cli
53. metaoption com Do bZ METAOPTION Sales Order You can manage all your sale orders for a particular location using this section You can perform add update delete fulfill searching orders etc Currently you can only Dispatch and Close a sales order using web application only This feature is not available in mobile app now Sales Order 2 Help Order No E 7 TSP 100 00 Customer John Deo Items 1 gt Order On 10 31 13 07 11 AM Status New Order Order No 6 TSP 136 00 Customer Richard Feraro Items 1 gt Order On 10 31 13 07 10 AM Status Order is Ready Order No 5 TSP 200 00 Customer John Deo Items 1 gt Order On 10 31 13 07 10 AM Status In Progress Order No 84 TSP 5 250 00 Customer Richard Feraro Items 1 Order On 10 31 13 07 10 AM Status New Order Order No m3 TSP 68 00 Customer John Deo Items 1 gt Order On 10 31 13 07 09 AM Status Order is Ready Order No 2 TSP 250 00 Customer John Deo Items 1 gt Order On 10 31 13 07 09 AM Status In Progress Order No m1 TSP 7 707 00 Customer Richard Feraro Items 5 Order On 10 31 13 07 09 AM Status New Order TT mm Products Orders inventory Add Sales Order You can add new Sales Order by following the steps below 1 Select Sales Order icon displaying on the home screen Click on the plus icon exists on the top right corner on Sales Orders screen 3 Add Sales O
54. n Enter your email ID which is registered with the application Click on Submit button You will get the password in your email ID ae sll a HE Forgot Password Enter Email ID Go to Top METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METAOPTION EMAIL info metaoption com WEB SITE www metaoption com METAOPTION 21 Setup User Settings when login for the first time You have to select the organization business unit and a default location on which you want to work You can only work on a single Business Unit at a time Download Settings Click on this button if some of your settings not downloaded Organization This section allows you to change set current organization 1 Click on Organization 2 Displayed all the associated organization of your account 3 Select the organization you want to work on Business Unit This section allows you to set your current business unit 1 Click on Business Unit 2 Displayed all the business units associated with the selected organization 3 Select the business unit you want to work on Settings Download Settings Unit English Currency Time Zone Working Mode les Order Setting METAOPTION LLC 574 NEWARK AVENUE SUITE 210 j JERSEY CITY NJ 07306 PH FAX 201 377 3150 METAOPTION EMAIL info metaoption com WEB SITE www metaoption com BZ metaoption m Location List of all
55. nge after last sync This setting will download all your data after the last synced date on your device e Changes after Specific Date If you want to download data from a specific date select this option and set the date This will download all your data after that specific date Sync All You can download upload all your data by just clicking on the Sync All button e This will upload all the newly created device data to web e This will download all newly created web data on the device e Incase of conflicted data device data will be updated as per the server data Upload e This will upload all your device modification to web server e Incase of conflicted data device data will be updated as per the server data Back Synchronize Setting Sync Product Upload Changes Sync All Help Synced Unsynced Conflicted Select the item to view sync details Products Orders Inventory Products Orders Inventory METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com D METAOPTION 72 View Sync Details You can view details of all synced un synced conflicted record of any entity Click on any of the entity Products Orders Stock Entries Sales Category Vendor Customer For example select Products This will display details of all synced un synced conflicted records Go to Top META
56. ngs Cancel i Cancel Lomme Home Products Orders inventory METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com metaoption m Update Product 1 Select Product section from dashboard 2 On Product list select the Product you want to update 3 Update details you want and click on Save button 4 Product will be updated Deleting Product 1 On Product list select the Product you want to delete 2 Click on the delete button 3 Product will be deleted Edit Product Purchase Price 40 Sale Price 50 Unit Pound gt Minimum Qty 5 Product Image Click on the view album to modify the default amp other associated images with this product Delete Product From 0 more available View Album Device Device amp Cancel ae Server Product Description Product description upto 500 characters Delete Rime Products Orders Inventory Note Delete from Device will delete data only from your device amp delete from Device amp server will delete data from device as well as from web server METAOPTION LLC 574 NEWARK AVENUE SUITE 210 yi JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com bZ METAOPTION z Search Filter Sorting 1 Clickonthe Search provided on the top l
57. nt 1 Preview 1 Preview Padding On Off This field will include or exclude the padding character in your order number to span the full length of order string Padding Type You can add padding character either on left or on right on the Purchase Order number to span the full order length Padding Character You can select a padding character from drop down list which will be appended with Purchase Order number if padding is ON Order No length User can set a standard length for all the Purchase Orders An order can have a maximum length of 20 characters excluding prefixes and Suffixes METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com v NE TAOPTION 16 Order Start Number You can define the start number for your order number series Increment You can set the incremental series for your Purchase Order Number Preview You can check the format of defined Purchase Order string by clicking on this button Sales Order Settings Order No s Prefix User is allowed to prepend some characters or letters or digits before the Sales Order number to make a standard business series for all the Sales Orders Order No s Suffix You can also append some characters or letters or digits after the Sales Order number Separator User can choose any character as a separator from drop down list between Prefix Sales
58. our device amp delete from Device amp server will delete data from device as well as from web server METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 a METADPTION EMAIL info metaoption com WEB SITE www metaoption com bZ METAOPTION m Search Filter Sorting 1 Select Sales order section from dashboard 2 Click on the Search provided on the top left corner of the screen 3 Search bar will open 4 Also youcan Filter and Sort the Sales order by selecting Filter and Sorting links Sales Order Search Filter Tl Sorting Order No 162 TSP Customer Items o gt Order On 11 11 13 05 21 AM Status New Order Order No amp 07 TSP 100 00 Customer John Deo Items 1 gt Order On 10 31 13 07 37 AM Status New Order Order No 06 TSP 136 00 Customer Richard Feraro Items 1 Order On 10 31 13 07 37 AM Status Order is Ready Order No 5 05 TSP 200 00 Customer John Deo Items 1 Order On 10 31 13 07 36 AM Status In Progress Order No 8 04 TSP 5 250 00 Customer Richard Feraro Items 1 Order On 10 31 13 07 36 AM Status New Order Order No E 03 TSP 68 00 Customer John Deo Items 1 Home Products Orders Inventory Go to Top METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 EMAIL info metaoption com WEB SITE www metaoption com METAGPTION w D METAOP
59. priority as per your need Low Medium High Immediate e Discount amp Taxes You can set discount amp taxes on your order This will be applicable on your fulfilled quantity Add Order Line Items Order Number 0 Location Oakland Gude Status New Order Priority Low Discount amp Taxes Select Vendor Select Associated Contacts 0 Bivivivivivis Order Date 10 31 13 06 40 AM Requested Delivery 10 31 13 06 40 AM Enter note upto 500 characters Fultfiit AN Cancel f Vendor You can add vendor with your purchase order g Associated Contacts Contacts associated with the selected vendor will automatically added h Order Date You can select the order date i Requested Delivery Date for delivery j Note You can add your order notes here k Click on Save button to add purchase order METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METROPTION EMAIL info metaoption com WEB SITE www metaoption com AE METACPTION 40 gt Line Item Tab Buttons displaying at the top of the line item screen a To addline item click on Add button b Screen navigate to Product list c Select any product which you want to add in purchase order d Add Line Item screen displayed which have the item s details e You can update the Unit Purchase Price Quantity and Unit of item f If you change the unit price will be convert
60. rder P 2 Sales Line Items Location Oakland Order Status New Order Priority High gt gt gt Discount amp Taxes Select gt Order Date 10 31 13 07 11 AM Fal vs Delivery On 10 31 13 07 11 AM Courier Information Courier Name Enter Here Tracking No Enter Here Enter Note upto 250 characters Dispatch amp Close Delete METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com 2 METAOPTION Update Sales Order 1 2 3 A Select Sales order section from dashboard On Sales Order list select the order you want to update Update details you want and click on Save button Sales order will be updated Deleting Sales Order 1 2 3 4 Select Sales order section from dashboard On Sales Order list select the order you want to delete Click on the delete button Sales Order will be deleted Sales 2 Help Line Items Customer Details Location Oakland Order Status New Order Priority High Discount amp Taxes Select Order Date 10 31 13 07 11 AM Delete Sales Order From Delivery On 10 31 13 07 11 AM B z qu q id Device amp Cancel Server Courier Information Courier Name Enter Here Tracking No Enter Here Enter Note upto 250 characters Dispatch amp Close Delete Note Delete from Device will delete data only from y
61. rder screen display which have three tabs Info Line Items amp Customer Details METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 y 4 METROPTION EMAIL info metaoption com WEB SITE www metaoption com METACPTION gt Info Tab To add information about your Sales order 54 a Sales Order Number This will generate automatically as per the settings saved on web server b Location This will be the default location as per your settings Click on the Location if you want to add product for any other location List of all the location of your business unit will be displayed Note You cannot change location of a partially fulfilled order Line Items Sales Order No Location Sales 162 Oakland 2 Help Customer Details Order Status New Order Priority Low Discount amp Taxes Select Order Date Delivery On ourier Information Courier Name Tracking No 11 11 13 05 21 AM 11 11 13 05 21 AM Enter Here Enter Here Enter Note upto 250 characters c Order Status You can select any status as per your need New Order Review Sent to Vendor d Priority You can set the priority as per your need Low Medium High Immediate e Discount amp Taxes You can set discount amp taxes on your order This will be applicable on your fulfilled quantity f Order Date You can sele
62. rder Inventory s system parameters as per for you your preference General Settings Product amp Category Jate amp e Format Se S Bia go roi side meds Seca Create default category amp product Purchase Order Settings 5 9 Select Industry Sales Order Settings Choose industry to create industry related categories and demo products Product amp Category Settings Save and Finish At the end user must have to click on this button to fix the settings with their account On clicking to this button your account will be ready to use and you will be redirected to the Home dashboard screen of your GOIS Pro account as shown in below screen Go to Top METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com v v METAOPTION 19 Login on device Follow the steps to login on your GOIS Pro account 1 Click on the Goods Order app icon on your device Enter your valid credentials 3 Click on Login button Forgot Password i Ne W Go to Top METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com ww METAOPTION 20 Password Recovery You can recover your password by click on forgot password link on the login screen Click on the Forgot Password link present on the login scree
63. red as a Business Owner An activation link has been sent to your registered email ID oe Or Registration First Name Type here Help Middle Name Type here Last Name Type here Email ID Type here oc in Information Login ID Type here Password Type here Confirm Retype Password Ne Passware ew Accept Terms amp Conditions Register Go to Top METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 X METAOPTION EMAIL info metaoption com WEB SITE www metaoption com e D METAOPTION 7 ACCOUNT ACTIVATION Follow the following steps to activate your account 1 2 J 4 GOIS Pro Credentials and Email Verification tom x Open your email ID which you have provided for registration Check email sent from support goodsorderinventory To activate your account follow the steps written in the email Your account will now activated Ssupportagoecdsorderinventory com 6 10 PM 21 minutes ago tO me Dear Robert Demo Thank you for choosing Goods Order Inventory for your business needs Your credential to access GOIS Pro is Login ID demo2z Password q Your verification code is GS3GUHB Click on following link to verify your email with us Click here to verify your email lf above link does not work you may copy and paste the below link in your web browser to verify your email with us Activation Link http era sandbox qoisiic co
64. rice 50 00 month Name l Product O 1000 ems Borge 0 10 LE User O 10 Users Selected Package Package Package 4 Name Quantity Product 1000 Berns Storage 0 500 ME User 0 25 Users Subscription Anvount From newt month amer cs Total Payable Amount 170 00 Far ts mant 11 1 2073 TOUTE Note During subscription renewal system will first afiempt to charge Me payment from your Total Projected Account Balance If sufficient balance avallable if amen balance not aala fhe full amount will be changed on your credit card The avaliale account balance will be used fowards future monty payments No refunds will be made fo your credi card account All Be refunds will be credhed fo your GOR Account Balance i apalicade 5 Choose your preferred Payment option i Pay via Account Balance Select this option to make payment from your GOIS account balance li Pay via Credit Card Select this option to make payment from your credit card e Add a new card by clicking on Add new Payment Account link and provide all mandatory details or e Select any previously added credit card for payment METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com D METAOPTION 11 Documentations Blog Login Register F Goods Order Inventory Home Products Download Pricing amp License Support
65. s Rogery Traders Order On 10 31 13 06 40 AM Order No m 02 Vendor M s Rogery Traders Order On 10 31 13 06 41 AM Order No 0 04 Vendor M s Rogery Traders Order On 10 31 13 06 41 AM TPP 1 200 00 Items 1 Status New Order TPP 175 00 Items 1 gt Status New Order TPP 700 00 Items 1 gt Status New Order TPP 6 425 00 Items 4 gt Status New Order Home Products Orders Inventory METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 EMAIL info metaoption com WEB SITE www metaoption com METAOPTION AE W METAROPTION 44 Inventory This section provides you the facility to manage your stock of a particular business unit There are following sub sections of this section i Available Stock To view transaction details of stock items in all locations You can also add update and delete stock items ii Available Stock Entries To add update delete a stock item This will display stock entries of an item in all locations iii Add Stock To add item in stock from product list iv Receive Delivery To add item in stock by fulfilling a purchase order v Transfer Stock Only available on GOIS Web Application Inventory Available Stock Entries Add Stock _ Receive Delivery Transfer Stock Products Orders Inventory eo METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL
66. th be sent to your inventory Fulfill All This will fulfill the whole order with all included line items 1 Click on Purchase Order icon from dashboard Select any order from Purchase Orders list On Info tab displaying Fulfill AIl button at the bottom of the screen Click on Fulfill All button this will fulfill your whole purchase order and close it Ask for confirmation click on Yes Your order will be fulfilled and sent to closed purchase order with order status Fulfilled 2 3 4 a 6 Edit Order Line Items Order Number 06 Location Oakland Order Status New Order Priority High Discount amp Taxes Select Order Vendor M s Rogery Traders Do you want to fulfill this order Associated Contacts 2 YES NO Order Date 10 31 13 06 41 AM Requested Delivery 10 31 13 06 41 AM Enter note upto 500 characters Fullfill All Delete METAOPTION LLC 574 NEWARK AVENUE SUITE 210 yi JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com AA METAOPTION Pr Partial Fully Fulfill 1 Goto Line Items tab Displaying all the items associated with the purchase order Click on the radio button to select an item you want to fulfill Click on Fulfill button displaying above the item list Ask for confirmation select Yes Fulfill Purchase order list displayed Enter the quantity you want to
67. th for all the Sales Orders An order can have a maximum length of 20 characters excluding prefixes and Suffixes Order Start Number You can define the start number for your order number series Increment You can set the incremental series for your Sales Order Number Preview You can check the format of defined Sales Order string by clicking on this button Sale Option Owner has three options which can be applied on the sale Sale using products total stock available at a location Stock adjustment rule will be applied Sale using product s individual stock entries available at a location Sale using the Product List without using the Inventory Option1 Sale using product s total stock available at a location Stock adjustment rule will be applied It means all the sale will be made from the total available stock may contain multiple entries at a selected location against a specific product Using this option the chosen stock adjustment rule either FIFO or LIFO will be applied to the stock Option2 Sale using product s individual stock entries available at a location It means each sale will be made from individual stock entry against a product available at a given location At the time of sale you need to choose the specific entry with which you want to make a sale Option3 Sale using the product list without using the inventory It means you can make sale directly from the product list without using the inventory or stock
68. ther user then logout Now enter any other registered login ID You will see an error message Select Server Login This will allow you to login with another user It will now ask you whether to take back up of your previously used user You will get the following options Yes This will not sync any of your previous data to web and login with the new user Yes amp Backup This will first sync all your device data to web and then login with new A E E S user Note We recommend you to select Yes amp Backup Another user exist in this device By login into Invalid credential this system will erase all data of existing user Do Login through Server i Yes you wish to continue amp Backup Go to Top METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADPTION EMAIL info metaoption com WEB SITE www metaoption com
69. w metaoption com v METAOP TION 12 Setup the System If you are using the application for the first time you have to Setup the system from web only then you are able to login on device or web Setup Your System screen contains two options as Default and Custom Here you need to choose an option to setup your GOIS account Setup your system Default Custom By choosing this setting system will automatically set the default settings By selecting custom setting you can manually choose and set the Goods Order Inventory s system parameters as per for you your preference a Default Setup On selecting the Default radio button system will provide you a standard set of default settings which would be associated with your Business Owner Account In this case you don t need to fill the information to setup your initial account However as per your requirement you can change the settings of your GOIS account In this process user just need to click on next every time and at last need to click on Save amp Finish and you will be redirected to the Home dashboard screen of your GOIS Account s METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 METADP TION EMAIL info metaoption com WEB SITE www metaoption com dd J ME TACPTION 13 b Custom Setup If you will choose the custom setup as an account setup option you need to provide all the details for your organization
70. ww metaoption com 52 METAOPTION 23 Back Settings Sale Option Download Settings Available Stock Choose this option for selling product from it s total available stock from a location Default sale price will be the current sale price in product Stock will be automatically adjusted by using stock adjustment rule Adjust Rule FIFO v 1 Unit English Available Stock Entries Choose this option to sale product from its individual stock entries from a location Here default sale price will populate from individual sale price for each stock entries for a product Currency USD Time Zone UTC 05 00 Eastern Time US Product List By choosing this option you can sale a product directly from your product list and the sales price will be the current sale price set in a product b Available Stock Entries Choose this option to sales product from its individual stock entry from a location c Product List Choose this option to sales directly from your product list This will not affect your inventory Shipment Type Select the shipment type of your sales order e Pickup e Delivery Click on Save button to save your settings Go to Top METAOPTION LLC 574 NEWARK AVENUE SUITE 210 JERSEY CITY NJ 07306 PH FAX 201 377 3150 4 METAOPTION EMAIL info metaoption com WEB SITE www metaoption com w iw METAOPTION 24 Dashboard On dashboard displaying icons of different sections of appli

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