The Golden Web Inventory System user manual as Adobe Acrobat
Contents
1. lem list 05 16 08 Probably you don t see the column Allocation in the Item list Click on the button View Options and set check box for column Allocated on the Product List options form O 2008 Quartex 18 Golden Web Inventory System Golden Web Inventory System of Demo Trade Fie Actions List New Vendors Contracts Vendor Types Customers Jobs Customer Types Job types Payment Terms Payment Methods Customer Messages Tax Code List Ship Via List Company amp Locations s Hap Products ltem Description Sales Price Your Cost On Hand Type Recemed Sold Sum Sale Taxable Wendor Prce Department Sum buying Records on page Product List options lt lt lt i FREESE AO ter Description Sales Price ti You can show hide columns and edit column headers Bar code POrder Descr Color Size Manufacturer Model Hiin City Max Clty Target Gity Weight Pref verdor Allocated w EET i oe ae oe ee ei de ks Allocated Cancel If your customer receives products from your warehouse you have to create a new Invoice Click on the button Create New Invoice and fill out the Invoice Edit form manually or load information from existing Sales Order using the small button near the appropriate field 2008 Quartex Using of Golden We2. r Actions a S ie Description cate Code Exchange Rate ormen US dollar Home currency hems Vendors Contracts Vendor Types Customers Jobs Customer Types Job types Company amp Locations Payment Terms Payment Methods Customer Messages Tax Code List Shi w Currency Currency Curre hey name Via List Currency code eur Comments Currency symbol je Exchange Rate 1 55 Symbol position Leading F OK Cancel To add of a new currency click on the button New at the Currency list form Fields Currency Name Full name of currency Currency Code Short name of currency USD EUR CAD System uses this code in the drop down Currency list Currency symbol Currency symbol for printing total amount Exchange rate Default exchange rate You have to enter a real current exchange rate when your create invoice or order Symbol position Define position of currency symbol 2008 Quartex 42 Golden Web Inventory System Index A access rights 39 Adjustment 35 Allocate 23 assembly 29 B begin to work 10 Ca Currency 40 D description 6 E exchange rate 40 export Excel 39 Ps Golden Inventory 6 H how to begin 10 import Excel 39 installation 22 inventory system 6 inventory to reorder 38 Invoice 25 K kit 29 manufacture 29 fis reorder items 38 reports 36 retailsales 26 Return
3. 3 Usage of 50 character alohanumeric product bar codes 4 Creating and printing 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 4 sale prices and cost of product with provision for shipping and tax 7 Usage separate product descriptions for invoices and purchase orders 8 You can group products in storage location departments and types 9 GWIS calculates real time on hand ordered allocated and available stock levels when orders or invoices are entering 10 This system allows to conduct payments 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 receipt and receiving list 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
4. a A scripts Golden Web database Inventory file system Mobile employee Inventory system Inventory system Inventory system Remote office First of all you have to download and install the PAS Golden Web Inventory System on each your computer Then put the main database file invent idb in a shared folder on your server Connect to this file from all computers in your head office using the menu File Open Database Database file A Achons List New Overview Help Mew Database File New MS SOL database Open Database i Database Alg Company options Remote Web database Backup MS SOL database Restore j Forms Font Main form Options send Security Import from Siver Executive Import from Bronze F Exit LETTE ES Adjust inventory Reports Find the IIS s folder C Inetpub on your server computer and create the new folder C Inetpub golden Put our ASP files in this folder and change the path to your database file in the file config asp order 2008 Quartex Using of Golden Web Inventory system 9 lt dim data file dim con str data file C Shared folder invent idb con_str Provider Microsoft Jet OLEDB 4 0 On gt Now you will be able to connect to the database file via Internet from other your remote computers You can use the menu File Open Database Remote Web Database and fill out the Web service form www yourdomain co
5. i Total 1 Currency Exchange Rate 05 02 08 Payment When it is time to pay to a vendor against the received products select Payment to Vendor in the left menu and click on the button New Enter the vendor and click the button Receiving Select the appropriate Item Receipt and fill out the payment details 2008 Quartex Using of Golden Web Inventory system 23 t Golden Web Inventory System Demo Trade DE Payme nt to Vendor CT Email ela Print Template Payment Vendor Templat Options Status Approved gt Bare Vendor p t Dap Date rar as i raymen lors E y 2 96 2007 Reference _ Payment CE Es Apply to receipts and purchase orders New iter Orders Delete Spa a a Applied Amou Receive ON 52007 j 15338 2 15 338 a Customer Payments Sales Receipts RMA tickets Work Orders Transfers Adjust inventory Reports Recevers List Best Computers EG 338 20 GE Paid Amount 15 338 20 Exchange Rate Currency USD Vendors Contracts A gears Liss Vendors Contracts Vendor Types pe Best Computers Customers Jobs International Monitors Customer Types BTA Tour Inc Job types Company amp Locations Payment Terms Payment Methods Customer Messaqes Tax Code List Ship Via List Currencies 1 7 Sales Order O 2008 Quartex Golden Web Inventory System F Golden
6. Click the button Create New Vendor and enter information in the Vendor Edit form 2008 Quartex 12 Golden Web Inventory System 3 Golden Web inventory System of Demo Trade Ale Actors Litt New Overview Hep Overview Vendor Vendor Name i Comp Dany ra dl sli BA Label Template a a Vendor Label Template Customer Payments Billiv UR A Addre Ship ping A Aha active E Sales Receipts ek al ER ee RMA tickets Work Orders Transfers Adjust inventory Reports LOUNT Stale Lountry Phone ip Phone Hent alansa 7i 7 e L E A ay oa Discount Tas Agency Lire NEN O E If you want to add some your customers click the button Create New Customer and enter the details accordingly You have to insert information about your existing products in the inventory database Click the button Create New Product and fill out the Item edit form Enter data in the fields Item Code Invoice description and Sales price If you use bar codes for your products you can fill out the field Bar Code also O 2008 Quartex Using of Golden Web Inventory system 13 Ty ltem Code Inventory Pat x Invoice Description M Subitem of Purchase Order Description Purchase Orders Receiving Vendor Payments Estimates em Sales Orders invoices Customer Payments
7. BA Address nal City i Phone To be e mailed To be printed 1 LG L195 TX F 19 LED BLACK 1200102414007 SMS DUAL se 300CDsMe 160 160 F ENGINE Seles Order List gt 21 59cm x 27 94cm Program doesn t change the on hand amount if the Sales order was created Upon issuing the Sales Order the program only increase Allocated value in the Item list 2008 Quartex Using of Golden Web Inventory system 17 Golden Web inventory System of Demo Trade Ale Actions Lists New Help Product 5 mes ALAVIEWWSD ACER ALDOTEWSD 20 we Antec JUL5EPSS550 A 2 Antec SUZ5EPSS550xR 2 E Antec solution SLE26S0 Antec Solution SLE2650 BQ E ASROCK 775DUAL ASROCK TODUALA STA L ASUS P5GZ Mx LGA775 ASUS PSGZ MA LOAM TS al ASUS R9250 TD RADEO ASUS R9250 TD RADEON 5 3 DDR2 16 66 MHz DORZ 1G 667MHz DDR2 512M 533MHZ DOR 512M 533MHZ SAM DVD RW LG LG GSA H22N 10718 Fujitsu PS Keyboard Fujitsu 8729 651 PS2 Comp INTEL CORE 2 DUO 2 1JINTEL CORE 2 DUO 2 136 im Intel Express System P43 2512 MB460GB INTEL P4 3 2 2M 800 liza P4 3 2 21416800 775 Bj LG L1982T7 BF 19 LCD LG L1952TX BF 19 LCD BLA 1 Logitech Mouse Logitech Wireless Optical bi Sale Tax wo 16068 SATA WD 16068 3 5 SATA Il 7200 WWD 32065 SATA Wo 320GB 3 5 SATA Il 720 Vendor Types Customers Jobs Customer Types Job types amway Se Locations Bs
8. On Hand Der Vendor Types ACER AL2016WSD ACER AL2016WSD 20 WL 260 00 14 Mor Customers Jobs Antec 3U25EPS550KR 2 Antec 3U25EPSS50XR 2 Ri 260 00 B Des Customer Types Antec Solution SLE2650 Antec Solution SLE2550 6 60 00 11 Des Job types ASROCK 775DUAL ASROCK 775DUAL VSTAL 80 00 ot Company E Locations asus P5GZ MX LGA775 ASUS PSGZ MX LGA775 Ef 20 00 at Payment Wathods ASUS R3250 TD RADEO ASUS R9250 TD RADEON 50 00 Made Customer Messa jes ES DOR 16 667 MHz DOR 16 657 MHz 65 00 13 FAR Tax Code List DOR2 512M 533MHZ ODRZ 512M 533MHZ SAM 55 00 Ship V a List DVD RW LG LG GSA H22N 18718x DVD 40 00 9 Opti Currencies Fujitsu PS 2 Keyboard Fujitsu 8729 651 PS 2 Comp 40 00 Key INTEL CORE 2 DUO 2 139 INTEL CORE 2 DUO 2 136 320 00 PL Intel Express System P43 2512MBNE0GB 990 00 INTEL P43 22M 800 INTEL P4 3 2 2M 800 775 B 135 00 CPL LG L1952T 4BF 19 LCD LG LI952TXBF 19 LCD BLA 240 00 or Logitech Mouse Logitech Wireless Optical Mi 60 00 By E sale Tax 6 00 WWD 16066 SATA WD 1606B 3 5 SATA II 72 90 00 are WD 320GB SATA WD 320GB 3 5 SATA II 720 140 00 art From this point you will be able to track your inventory operations After submitting a customers inquiry you print the Estimate or send it via email 4 Golden Web Inventory System Demo Trade iE tte ee sal me KEAK la nh Pay p li AAA TS CSE Fo T JE Estimates miner Liss La EF Estimate ma vie VM Tem
9. REN Actions Lists New Mew Database File Mew MS SQL database Open Database j Company options e Backup ry Restore Farms Font Man form Options Send Security Import from Silver Executive Import from Bronze k Exit ES CES laa ust inventory Ponarte After creation the database the inventory system is ready to function all its features as mentioned earlier 2008 Quartex Using of Golden Web Inventory system 11 In the second place set up your company options Use the menu File Company options Golden Web Inventory System Demo Trade aa Actions Lists New Overview Hep Mew Database File roe New MS SOL database Open Database d 1 Company options Backup Restore i Forms Font Main form Options Security Import from Siver Executive Import from Bronze Exit ANSES Adiust inventor m 160GB SATA L f Enter tha name of your company billing shipping and email address smtp server and login information for sending your documents via email 4 Our Company Save Cancel test Demo Trad Billing Address 4430 2222 Phone demoitrade biz rive ntory syslam com Ls Wer be fee ten i 7 Detault Calculated method Percentage Markup from Cost Markup from Cost Markup from Cost Markup from Cost 7 05716708 Then you can add your usual vendors in the inventory database
10. 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 O 2008 Quartex 38 Golden Web Inventory System 1 15 Overview Golden Web Inventory System Demo Trade Fie Actors List New Overview Hep Overview Create PO J CG Wi 160GB SATA 16 Best Computers Ma 200002 226 2007 Internatio nal Monitors Purchase Orders i i 00003 4 40 2008 KDVN Receiving 000004 662008 International Mon itore SEG DE mm en Er 000005 5 10 2008 International Monitors Estimates Sales Orders Invoices Custo
11. AL ASROCK 775DUAL VSTA LGA i 63 60 ASUS P5GZ MK LGA ASUS PSGE MX LGAT S 8007 101 63 60 ASUS REZS0 TD RALASUS R9250 TD RADEON 925 10 42 40 DDR2 16 657MHz DDR2 16 657 MHz 13 20 10 DDR 512M 533MHZ DDR 512M 533MHZ SAM i DVD RWLG LG GSA H22N 16718x DVD F al 37 10 DRA 110 Wireless USB B adapter 0 00 Fujitsu PS 2 Keybos Fujitsu 8729 651 PS 2 Compac 19 i 21 20 JINTEL CORE 2 DUO INTEL CORE 2 DUO 2 136 2M A 296 80 Intel Express System P4 3 2512MBABOGE Intel Expr Express Sys System P 32612 2512ME B GE Oj 673 10 Total Value of rotal Value of Adju stment 4870 New item Find 05 19 08 1 14 Report Wizard The Report Wizard is part of the inventory system will keep you up to date of all the business operation statistics and alert of any abnormalities of the day to day or monthly business performance expectations This is plus many other management reports for future developments t is flexible and powerful tool Select the report type in the drop down list and define a field for each column of your report Then click the button Print Report O 2008 Quartex Using of Golden Web Inventory system 37 Golden Web Inventory System Demo Trade File Actions Lists New Help Repat Fonts Reports Se zai mae AE Print Report Inventory Report Print Report Filter gt Report in Excel E Sort by Group by Show columns Filter Ud ME Product Name la
12. Golden Web Inventory System 2008 Quartex http www executivpro com Golden Web Inventory System Powerful inventory system working via Internet by Quartex You have the head office and several outlets How to access data in the Inventory system directly from an outlet via Internet Use this inventory system Contents 3 Table of Contents Part O ON OO O FP ND e m m m m m m m m O JO OH FP OQ N O Foreword 4 Using of Golden Web Inventory system 6 What is the Golden Web Inventory SysteM P ooooccnnccccononncicccnnconocenncanncocnnannconennnnnncrnnnnnnnnrennannnnnnas 6 Howto MStall cece aces a SEE Sel SEES SEES 8 FEEL Ses eames iio isa 7 FIOW tO DEGI iaa ii 10 Purchase Diderot a 19 FREGCCIVINNG A A AS 21 Payment pu iones 22 Sales Oder too 23 SKIP UIUC NAV OIG Carter ad e 25 As A Sene niels 26 Manufacture Work Order iii dadas 29 TranSier between oa USS taints Eee aa ds 32 Return Merchandise Authorization RMA ccccssecsssseeceseecenseeceseeeensesoeseeceseesoesesseneesonees 33 PCS VIVO 7 cata ata A iO 35 FRE DOME NVIZ ANG o a 36 DATE g FSA ARR id 38 MDO and export TUR EUON Sais 39 SECUR ii TE SES CEST TEE FEEDS GENDE SENESTE E E E E EITE ENES NS EGET SSL SGE TEE E ES SLEE DEDE TERESE 39 GUITENCY lola SS BEDES SERIENS SK SEERGED SENER 40 Index 42 2008 Quartex Foreword Foreword Our inventory system can help you improve th
13. Local network scripts Golden Web database Inventory file system Mobile employee Golden Web Inventory system Inventory system Q Inventory system Remote office Golden Web Inventory is a complete inventory management system for tracking of Purchases Sales and payments This system 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 Web Inventory can to work as a single application as a client server system as a web 2008 Quartex Using of Golden Web Inventory system 7 based system and as distribution database system You will be able to work with remote outlets and warehouses in united integer even without the reliable connection between them We use unique technology of the data exchange in XML format that allows quickly to process orders and synchronize information with all your branch You will be able to use the Golden Web Inventory System with web based database on any Windows hosting 1 The simple intuitive interface You can proceed with the work without referring to this Help Manual 2 GWIS is a multi users multi currencies and multi warehouses system
14. Merchandise Authorization 33 RMA 33 a Sales Order 23 Sales Receipt 26 security 39 setup 22 Shipping 25 system requirements 19 U user rights 39 W wizard 36 work order 29 O 2008 Quartex 43 Our inventory systems are designed for any business that desires a complete control over stock levels and an inventory tracking This software can be used either as a simple inventory control system or a complete manufacturing solution We provide several inventory control systems for warehouses offices hotels restaurants bars retail stores and for automation of point of sale Our systems are powerful but still easy to use software We continually enhance our software and release updates periodically You can download our full functional trial versions at http www executivpro com O 2008 Quartex Best inventory systems http www executivpro com
15. Sales Receipts Inac RMA tickets On Hand Your Cost Allocated Vendor Price On Order Sales Price 3 Markup from Cost Available Sales Price 2 9 Markup from Cost Tax Invoice Sales Price 3 i Markup from Cost Tax PO 0O Sales Price d 1 Markup from Cost e Bar code Al Load Image Pref Vendor i ES Department rs Edit the Label Template litem Label Non depleting O Non stock O If you need to enter on hand amount for your products on warehouse you have to create an initial Item Receipt with all existing items Click the button Create New Receiving and fill out the Item Receipt Select from the drop down Product list appropriate item and enter a real on hand amount in the column Quantity Click the button Save when you finish the ltem Recejpt O 2008 Quartex 14 Golden Web Inventory System 4 Golden Web Inventory Svetem nf Damn Trade lal Receiving File Edit Hep re seers Ei Eii Save EMI Template Receiver Template Options Status Approved o Swe ltem Keceipt No ems 7 Item Receipt SS INT p METE Vendor Types A No i Customers Jobs SAGRU Customer Types i Mew row Products Find Delete Insert Create receipt from XML document Job types Daseri ition _ Tax Quantity Price Amount Location Company amp Location Payment Terms Payment Methods Customer Message Tax Code L
16. Ud lv Department All Pa on Hana fA IEA I cost vla DataReport el Zoom 100 Sum u E E Inventory Report 5117 2008 Page 1 Product Name Department On Hand Cost INTEL P4 3 2 2M 500 CPU 9 111 30 INTEL CORE 2 DUO 2 13 CPU T 295 90 WD 16066 SATA Hard Drives 6 64 90 WD 32068 SATA Hard Orres g 127 20 Fujitsu PS Keyboard Keyboards 19 21 20 roduct Logitech Mouse Keyboards 49 31 90 A Mintical Pira a F701 Report Wizord Pages rik i b IL 4 The Report Wizard will help you to create many kinds of the reports that represent results of your work You can get to 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 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
17. Web Inventory System Golden Web Inventory System uses Sales Orders for keeping track of what your customers want but you don t have in stock Or if you want only to allocate products for your customer without shipping PE Sales Order 6334 Tracyton Bled MW 65334 Tracyton Blvd PA Bremenon Bremerton YWA 86311 WA 98311 Discount 0 Discount Calculate Tax CI Calculate Tax 2 Subtotal Tax Shipping O Tax Shipping 2 Shipping 1 Cee Tax Company pa Tax nm Tad Total To be e mailed Customer Tax code Paid Amoun Balance Due To be printed O Exchange Rate l Currency uso 7 a EE Click the Sales Order button in the left toolbar You enter a customer items date ordered quantity ordered on the Sales Order form Click the Save button and print or send by email the Sales Order Golden Web Inventory System will track products as allocated 2008 Quartex Using of Golden Web Inventory system 25 18 Shipping Invoice VAP PMG Golden Web Inventory System storage location Customer Golden Web Inventory System uses Invoices for tracking of sales and shipping of products to your customers Invoices AE EF invoice x Template Invoice template Options Status Approved y Save Close Actions Home Overview Purchase Orders Recelving E Customer Vendor Payments Wilson Coleman E Invoice Estimates E Sa
18. ages Tax Code List Ship Via List Currencies b ACER ALS016WSD z x Item ltem Code ACER ALQUIEYESD Invoice Description ACER ALQOIBWSD 20 1680x1050 600 1 8MS DUAL 1401 50 116301050 600 1 SMS 6 TO E 300C0 M2 DUAL 140130 On Hand Your Cost Calc Allocated 0 Vendor Price LUJ anual Sales Price J0 Manual Sales Price 2 280 3711 Markup frc Tax Invoice Sales Price 3 MEZZO Markup fre Tax PO MI Sales Price 4 716 94 Markup fre 1 5 Receiving Once the ordered products is received from the vendor click on the Create New Receiving button to create a Item receipt Use the field POrder No for downloading information from Purchase Order This will reflect the field On Hand in the Products List with the received figures of the ordered products and meanwhile will update the figures of the On Order field at the Item edit form 2008 Quartex Golden Web Inventory System x El Receiving Ale Edit Help Die NE AL Template Receiver Template gt Options Status Approved gt Save Close ltem Receipt No Date scones a Hem Receipt pO Payment Terms POrder No Date Received EO Reference Sales person oc OOOO a New row Products Find Delete Insert Create receipt from XML document Item Description P WO 320 GE SATA WD 32068 3 5 SATA li 200RPM Comments Subtotal Calculate Tax B Shipping Tax
19. ations and enter the in the detail area items moved Company is first storage location of your company You can use Group for classification Transfer Orders Program will display the inventory condition of your products for all storage locations a mocatione a ed items Vendors C ontracts Vendor Types Customers Jobs 3 2 x aleia A a y _Company Ve gt Warehouse Ve mare on the Location Warehouse Job types A I SEES SES SEER SS Price On Hand Deparn Company amp Locations E SATA WD 32066 2 3 5 SATA Il 140 00 8 Hard Dr Payment Terms EES 533MH DDR 512M 533MHZ S 3 Ei 55 00 J8 RAM Payment Methods kpD 020SH KYMDAN DELUXE QUE 2 100 00 335 00 10 Customer Messages Tax Code List Ship Via List Currencies 4 4 F EJ E gt al Deparments E ll Werchouse 2008 Quartex 34 Golden Web Inventory System Golden Web Inventory System uses the Return Merchandise Authorization RMA as an efficient method of controlling the return or exchange of items sold to customers ensuring visibility and tracking of the item until the transaction is concluded RMA tickets 2 x Home Overview Ez Return Merchandise Authorization Ticket Purchase Orders 5 rind Template Status Issued Sawe Close Actions Receiving Vendor Payments E
20. b Inventory system 19 Golden Web Inventory System Demo Trade E ox Invoices PF Invoice tetons Lets New Helo Ihvdites bed PERPER Y tists File Edit Help TTET Email Print Save SML Template Invoice template Options Status Approved FREE a se Purchase Orders Invoice Receiving Vendor Payments Ridge Farms Fh Invoice FE Estimates DET SEAT aaa r z Sales Orders Ed Invoices Payment Terms Customer Payments Sales Receipts ii gt RMA tickets Referente Work Orders New tem Products Find Delete Insert From Estimate from SML document HM Ho item Description Tax Quantity Price Intel Express Syster P4 3 2812MB 16OGB A 00 i Comments Discount to 0 Discount Calculate Tax Calculate Tax 2 O Subtotal zog gt Tax Shipping O Tax Shipping2 C shipping Tart 6 00 Sale Tax y 6 Tay Warehouse Tao e E Total WTobee mailed Customer Tax code Paid Amount Balance Due To be printed O F Exchange Rate 1 Currency lus Invoice List 05 16 08 The Golden Web Inventory System decreases the on hand amount of products if the Invoice was saved It is immediately displayed on the Items screen in the column On Hand You ll see how many of items you have in your warehouse 1 4 Purchase Order Vendor Golden Web Inventory System uses Purchase Orders as a way to t
21. bene cty Estimates Estimate Estimate Received Sold Sele Orders Sale Order Sele Order Invoices Invoice Invoice Payments Payment led User Password llarns ltem i 2345 Salas Receipts Sales Receipt RMA tickets Ril ticket New Delete Work Orders Work Order Transfers Transfer Adjusting Adjusting Reports Datahase Backup Restore Allor New Payment tem soles Receipt RMA ticket Work Order Transter Adjusting Allow Open Allow Export Al sl sis sist 7 1 7 sts ss sf 4 Eh EG EI lt lt lt 7 1 11 1 1st st sts 1 lt lt lt T 1 tt lsh sists dat Ok Cancel Help 1 18 Currency The Golden Web Inventory is multi currencies system You can select any currency for new Invoice Sales or Purchase Order and Receipt using drop down list ofCurrency If you want add a new currency use left menu Lists Currencies You have to enter a current exchange rate in appropriate field The first currency using as home currency and you define exchange rate for the home currency System uses the home currency for item prices and reports The Currency list allows to manage creating editing deleting sorting filtering currencies You can get to the Currency by clicking the row Currencies in the left menu List O 2008 Quartex Using of Golden Web Inventory system 41 Golden Web Inventory System Demo Trade File Actos Lats New Her Currencies
22. can define a warehouse for the assembly s components Buttons 2008 Quartex Using of Golden Web Inventory system 31 New row Insert Adds or Inserts a new row in the component table Products Calls the drop down Product List form Find You may find any product amongst already entered items Delete You can delete any unnecessary component if you establish the pointer on it and click the button Delete Options When you click the button Options you can change any caption of the Work Order This Options form allows to adjust the screen form in any kind appropriate for you Template You can run the Template Editor for editing of the Work Order printing template You can edit the order template using your mouse and toolbar buttons You can click the toolbar buttons Line Frame Image Text or Data and paint with the mouse different elements You may use the right mouse button and menu items also You must save the template after editing You can create several templates for printing of work orders Select the appropriate template from drop down list on the work order form before printing Print Use this button for printing 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 you have to click the button Sav
23. der form You can create the new work order from a previous saved Component list or Bill of Materials You will be prompted if the product isn t enough in your warehouse Click the Save button and print the Work Order GWIS will decrease on hand amount of components entered in the Work Order and increase amount of assembly product 2008 Quartex 30 Golden Web Inventory System All your staff know available product for sale inventory at all times To call the form for creation of a new work order click the button Create new Work Order on the main menu or the button New on the Work Order list form Fields Number In the field Number you must enter the Work Order number This field is a alohanumeric 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 Invoice has an unique number and the system will not allow to enter two identical numbers Date You must select a date from the calendar which will appear after click on the field Date Assembly product You should select an Inventory assembly from drop down list or enter a new name of product manually 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 Job If you create the assembly
24. e If you want to leave form without saving click on this button 2008 Quartex 32 Golden Web Inventory System 1 11 Transfer between locations Warehouse 1 Warehouse Golden S3 sa ggat inventory ia ggo 355 RA Transfer Golden Web Inventory is a multi warehouse system You can use Transfer Orders for tracking moving of products between your warehouses Transfers aaa Home Overview PE Transfer Order E O x Purchase Orders Receiving ee Payments Print Save XML Ape Transfer Template y Options Status TE EJ e Lose s stimates gt un Sales Orders Destination Location Transtar Grd Invoices ranster graer 2262007 E Customer Payments Sales Receipts RMA tickets Work Orders Reference Transfers _ Adjust inventory Reports New rove liems Find Delete Insert Load from SML document iem eee tam Brien Intel Express Syster P4 3 2 512MB 160GB Comment Transters List 2008 Quartex Using of Golden Web Inventory system 33 You buy goods and dispose them in the different warehouses and stock rooms You can track quantity of the products in the each location when you create Item Receipts and Invoices When you move products from one locations to other you may use the Transfer Order form Select on the left menu Actions row Transfer Orders and click the button New You should select source and destination loc
25. e it in the Invoice or Receiving Order list form Delete transaction use this button for the complete deleting transaction from inventory database 1 13 Adjustment pausar o ps AA A A Mh AL i at Golden web Inventory System You can use new adjustment for changing on hand amounts after physical count Click on the button New at the Adjustment list form You have to select a Location where you adjust inventories You can define a Department if your count only part of your warehouse You will see the list of all products with On Hand amounts You have to enter real quantity of products in the column New Quantity Program calculates Difference 2008 Quartex 36 Golden Web Inventory System between expected and real on hand amounts Click on the button Save and program will create receipt with difference amounts This receipt will adjust inventories to real amounts o t Golden Web Inventory System Demo Trade A ox Adjust inventory is ET Ya w Adjustment a Adjustment Number Date Save Close 000007 007 sasen EJ 9 2008 7 Show expiration date ltem from Department Location Customer Job Company 7 ES iem _____ Desctipelon____10n Hanel____ Mew Osantia_Difiesense Cost ACER AL2016WSD ACER ALZDIEWSD 20 WLCD 243 80 gt Antec JU25EP 5550 Antec 3U25EPS550XR 2 Rac E A 265 00 Antec Solution SLK2I Antec Solution SLK2650 BQE 11 63 60 ASROCK 775DU
26. e way you handle stock assets purchasing shipping jobs and almost every other aspect of inventory control Flexible powerful and backed by proven results for thousands of users Golden Inventory System will get you results faster and with less effort than the software of antother developers We give you total control over how to manage your inventory in a very robust program Offering wide capabilities and customizations its full real time integration makes Golden Web t the ideal solution for growing businesses in the retail wholesale distribution manufacture and service marketplace 2008 Quartex Golden Web Inventory System user manual Golden Web Inventory System 1 1 Using of Golden Web Inventory system What is the Golden Web Inventory System Golden Web Inventory System GWIS is a full featured and high performance inventory management software solution controlling inventory tracking items ensuring optimal stocks and significantly increasing productivity GWIS is a desktop application It is one of the few inventory applications that are truly utilizing XML technology Our system provides users wonderful possibility of sharing information GWIS works as with MS SQL database as with usual database files and with web based databases GWIS gives you the unique opportunity to create the powerful multi user inventory system in couple days And you can start using our inventory system for free
27. eceipt you select a row and press Enter or make mouse double click After creating the receipt you should click the button Print Receipt or use key combination Alt R Then enter a customers payment and press Enter 2008 Quartex 28 Golden Web Inventory System Golden point of Sale rie A el Sales m EA ms Description Enter by Co pap SATA WD 3206B 35 Bar Code Quantity Keybos Fujitsu 8729551 A G use Logitech Wireless pisses L 16WSD ACER AL2016WES F BF 19 ULG L1952TBF 15 ap Cancel DDR2 1G 667MHz SOUAL ASROCK 775008 MX LGA ASUS PSGZMx U 533MHZ DDR 512M 533 LG GSA H22N 181 me MHz DOR 16657 MHz Video Cards ASUS R9250 T0 RAJASUS R9250 TD H Ez HN Sales Reca 4 E RMA ticket _ Receiptitem Description Tad Quantity Price Amount eda na EEN FEER Transfers Adjust inve Reports 1 gt libs La pe Enter by code Print Receipt DDR 16 667MHz Print Receipt Total 0 00 If you use a bar code scanner click on the button Enter by code and you will be able scan bar code labels and fill out your sales receipts automatically 2008 Quartex Using of Golden Web Inventory system 29 1 10 Manufacture Work Order Warehouse 2 a 1 Golden Web Inventory System uses Work Orders for tracking manufacture and creating of assemblies and kits Work Ord
28. er The customer should include the RMA number when they return products RMA ticket by default has status ssued RMA status Issued a return ticket was created but the product has not been received Received from Customer the product is received you should change the status to Received from Customer and add Return Invoice as RMA transaction You have to use negative quantity in this Invoice In Repair the product is moved to the repair area you can add a new Transfer to RMA transactions 2008 Quartex Using of Golden Web Inventory system 35 Returned to vendor the product is returned to vendor you ve added a new Return Item Receipt with negative quantity of product in RMA transaction section Completed the repair is completed or you ve received the ready product from vendor you should change the status from In Repair or Returned to vendor to Completed and create Transfer from repair aria or Item Receipt from vendor with positive quantity of products Returned to customer the product is shipped back to the customer you should change the status to Returned to customer and create Invoice as RMA transaction with positive quantity of product Closed the RMA ticket is closed you ve finished all actions concerning this RMA ticket When you received product from customer you have to click on the button New transaction and select option Returned from Customer Progra
29. ers Pr Work Order E E lists J File Edt Help Home Print Overview Purchase Orders iriventary Sane bly Work Order Receiving z Vendor Payments Description Erime E Sales Orders Reference Inveices Customer Payments ASS _ JL Sales Receipts IRMA tickets Mew row tems Eind Delete Insert Work Orders hem Description Tax Quantity Price TAmount Location Template work Order ternplate Options Status Approved a Close Orderf CA a TA ae AE Transfers gt INTEL P 3 2 2M 50 INTEL P 3 2 2M 600 775 Bx 641 y 1 111 30 111 30 Company Adjust inventory E ASUS PSGZ MX LG ASUS PSGZMX LGA775 B00FSB E Y 1 63 60 63 60 _Company Reports DDR2 512M S33MH DDR2 512M 533MHZ SAM Y 1 47 70 47 70 Company WD 160GB SATA WD 160GB 3 5 SATA II 7200RPM 6h Y 1 84 80 84 80 _Company Antec Solution SLES Antec Solution SLK 2650 BQE Mid 1 Yo 1 63 60 63 601 _Company Fujitsu P82 Keybo Fujitsu 6729 651 PS 2 Compact Keyl Y 1 A 2120 Company Et Logitech Mouse Logitech Wireless Optical Mouse PS Y 1 31 60 31 80 _ Company LG L19527 BF 191 ein EI al 212 00 212 00_Compa ny 37 10 Company CVD RWLG LG GSA H22N 18X 18X DVD RW Comments Total 673 10 Click the Work Order button in the left toolbar You enter a new assembly product created in your company components date quantity used on the Work Or
30. files in appropriate documents at other system System allows create invoice from invoice or purchase order XML files and create Item Receipt from XML Invoice from other Golden Web Inventory system You may synchronize several inventory program using the XML import and export functions 1 17 Security The Golden Web Inventory 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 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 2008 Quartex 40 Golden Web Inventory System Change password Admin Name admin Old Password 987 6ww Change Show Lists Permit New Permit Edit Delete Show for hems Company Location Location Cost Vendors Vendor Vendor Vendor Price P rders P rder POrder Sales Price Receiving Receiving Receiving Fret Vendor Fay to Vendors Payto Vendor Fay to Vendor On Hand Customers Customer Customer Min
31. 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 button Product and select a component from product list You can simply type Product Code in the column Item and press Enter If this product code exists system will automatically fill out the fields Description and Unit Price 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 work order a product with zero or small on hand quantity in the warehouse You have a possibility to find any product in the big order using the button Find You can delete an unnecessary item if establish on it the pointer and click the button Delete Comment The field Comment allows you to enter any Invoice comments Reference Here you can do a note about condition of this Invoice Group The field Group is used for classification of the Work Order You can sort and apply a filter by Group in the Work Orders list and reports Assembly Location You may indicate where you locate the Assembly product Status You can select status of your Order Approved Waiting for planned transaction and Canceled Item Location You
32. information 16 GWIS 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 XML and QuickBooks 19 System has Expiration dates feature You can track products with limited time of keeping 20 System works with product serial numbers GWIS takes in account inbound and out bound serial numbers 21 System has powerful security function for multi users using You can exact to define access rights for each warehouse employer 22 GWIS has the return material authorization RMA function that tracks product returns and repair estimates for retail service and manufacturing companies 1 2 How to install For example you have three warehouses If somebody in New York receives a product then another person in Sydney can know about it instantly System keeps all information in an one database file You can locate this file at you web server with system s ASP scripts and connect to this database from any computer with Golden Web Inventory System The Golden Web is a fast desktop inventory program with powerful report and bar code features working as with local as with remote database Consider how we can create the inventory system for a company with two remote offices and sales reps 2008 Quartex Golden Web Inventory System Local network
33. ist Ship Via List Currencies ACER ALZTIBW SL eee es A la Ar ee ar i fees es Anes Solution SLK2650 BGIE Mi You may transfer existing inventory information from csv comma separated value Excel files or from QuickBooks into your newly created database using the menu Products Import from Excel csv QuickBooks at the Lists ltems panel Golden Web Inventory System of Demo Trade Fle Actions Lists New Help pameta items Es And Last Sale Wendors Contracts Vendor Types Label Custom ers Jobs Print List Customer Types itian SU Job types A Export to csv 775DUA Company amp Locations In 3 th MAN Y Payment Terms a Payment Methods Export to AML puro Customer Messages D Import from XML paints Tax Code List D import fom Excel M 533M Ship Via List o i 22N 18 Currencies F Export to QuUickBooks 10 651 p dl Import from QuickBooks E 2 DU lintel Express System P43 2 512MB 160 INTEL P4 3 2 2M 800 INTEL P4 3 2 2ME After creation the initial tem Receipt you will be able to check the stock level in the list of Items O 2008 Quartex Using of Golden Web Inventory system 15 Golden Web Inventory System of Demo Trade Fle Actions List Mew Help Products items E A ie E a ee oer ras E Aans dia x ajal 9 9 e TETES Description Sales Price
34. les Orders EA p z 6334 Tracyton Bid MYY 6334 Tracyton Blvd MW Customer Payme Sales Work Orders WA 98311 WA 98311 m Anai aeo New item Products Eind Delete Insert From Estimate Load from XML document le epee pUesctiption a thax Quantity Price Reports Amount Warra P NTE 3 135 00 135 00 tems on the Location ZS o Locales P ie On Hand Deanna oic E TEL P4 3 22 EST ITEL P4 3 2 2M 135 CPU WD 1606B 3 5 SATA II wo 160GB DA WD 32068 3 5 SATA II wo 320GB SATA Logitech Wireless esti LG GSA H22N 18400 can choose a corresponding Location Company ADEE aie balance Due 2008 Quartex 26 Golden Web Inventory System 19 Sales Receipt POS Bar code labels ll 456 780010 a Golden Web Inventory m o 123 Syste You use a Sales Receipt if your customer 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 Create New Sales 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 number Each Sales Receipt has the unique number If neces
35. m golden or your IP address golden Golden Web Inventory System Demo Trade e Actions Lists New Overview Helo New MS SOL database Open Database A e Database File E Company options Remote Web database Backup MS SQL database Restore j Forms Font Main form Options send Security Import from Sier Executive import from Bronze j Exit EEIEIE Adjust inventory Reports we Web service Enter web address of the database hipt ve wia bransfer com golden If you don t have a web server you can use any shared or dedicated Windows web hosting You can place the database file and ASP scripts in any folder and connect to this folder using the menu File Open Database Remote Web Database from all your computers 2008 Quartex 10 Golden Web Inventory System 1 3 Shared web A hosting ASP scripts database file Golden Web Inventory system Remote _ Mobile employee warehouse fj ee A Golden Web Inventory system Inventory system i Golden We Inventory system Remote office How to begin First of all you have to create a new database by clicking the File Menu Select New Database file and enter a name of your database file For example myinventory idb This database can be created on own computer or any network computer If you work with the several companies then create databases for each company Golden Web Inventory System
36. m offers to create a new Invoice for customer You have use negative quantity for product in this invoice for correct account product on your warehouse You will need to determine if the product is still under warranty If the product is under warranty you have to set the Under Warranty checkbox If the product is not under warranty you can estimate to repair of the product and add New Transaction Repair Estimate You can repair the fault product or return it to a vendor for changing You can create a Transfer if you moved product to the repair area and Item Receipt with negative quantity of product if you moved item to vendor Click on the button New Transaction and select transaction When you received product from vendor or repair area create a new usual Item Receipt or Transfer order Set the RMA status Completed You can ship ready product to customer Click on the button New transaction and select option Returned to Customer program will offer to create usual invoice All transactions from RMA ticket has Group RMA lt RMA ticket number gt You will see all invoices and receipts from RMA at the Invoice list and Receiving list forms You can add another transactions to the RMA ticket Payments Sales Orders Estimates Work Orders and Purchase Order Remove from ticket use this button for removing transaction from RMA ticket System does not delete this transaction from database You will not see this transaction in RMA ticket but you will se
37. mer Payments Sales Receipts RMA tickets Work Orders Transfers Adjust inventory my 2262007 John Smith 84 5 Jooos 4430 2008 hai 143 ooff 1000003 Ridge Farms 1D4940 1000004 Tsen ae Farms 1000005 57112008 hai You can set for each you item the minimum and target quantity in the warehouses The program will automatically define the product list with minimum stocks If you select the 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 Inventory system will create a Purchase Order with all products received from a Vendor of the selecting item Program calculate the reorder quantity using the target quantity for each product You may see your debts to vendors in the table Bills to Pay at the Overview panel Program collects all unpaid Item Receipts from Receiving section When you create Sales Order you allocate products for customers lf you don t ship a product to your customer Sales Order is unclosed The table Unclosed Sales Orders will be remind you about such orders The table Unpaid Invoices contains all shipped but unpaid invoices You can check debts of your customers 2008 Quartex Using of Golden Web Inventory system 39 1 16 mpor and export functions hems Wendors Contracts fetal __ Pald Balance Tyna gt Ridge Farms Ridge Far
38. ms 1 245 40 E 249 ni Wilson Coleman 196 10 136 10 0 00 Excel page Add Products Update Close Customers z CustomMomer gt SEER CustomNomer i Curencid pf bryon Boswell CompanyName B Customer Type O Farmen Tenn BillingAddress BillingAcddress2 BillingAddress 3 A ees PESE Dann Danny IVAR FEE jo mt S o S S isaac oo Ge 310 e a ael Click on the grid header for change column titles 05 19 08 Invoice You can import data using the menu item Import only for Customer Vendor and Products from Excel or 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 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 You can connect to the QuickBooks database and import from Items Customers Vendors Item Receipts Purchase Orders Sales Orders Sales Receipts and other tables And you can imort these tables from GolnSy to the QuickBooks You can save any Invoice ltem Receipt Purchase Order Sales Order and Estimate as XML file Then you can import these XML
39. plate Estimate template Options Status Approved Save Close 3 Order Estimate 000002 5 16 2008 Reference Neve item Products Find Delete Insert From Estimate Load Form ML document han Tax j Price Amownt G Fujitsu PS2 Keybo Fujitsu 8729 651 PS2 Compact En 40 00 O ee Discount o Discount 0 00 Calculate Tas Subtotal 40 00 a Shipping 0 00 mmm TT Tax 0 0 00 Company gt Tax Total 40 00 To be e mailed O Customer Tax code To be printed 0O aegis Estimates List Exchange Rate Currency USD This operation doesn t change the status of your items You only inform of the customer about your 2008 Quartex 16 Golden Web Inventory System current prices A sales order is a customer s binding request to your company to deliver a specific quantity of products If you want to allocate several items for your customer you create the new Sales Order You enter products requested by customers and save the order Then you can print and send the Sales Order via email to your customer t Golden Web Inventory SF Sales Order Ale Achos LEE New Ale Edit Help Sales Orders Adjust inventory LG Liss2TX BF Demo Trade Order No O0000 Reports i 1223 Main street Sale Order White town AE Customer Date Friday May 16 207 Group nana Account Mo John Sri 3 bai mute
40. rack the merchandise that you need to purchase from your vendors Sending a Purchase Order to a supplier constitutes your offer to buy products To create the purchase order click on the button Create New Purchase Order and enter the required products 2008 Quartex 20 Golden Web Inventory System mt Golden Web Invento El Purchase Order POrder No e Purchase Order 14972 Fordham 1223 Main street White town TR Sterling Heights USA Reference hil 48313 FOB Tossal pie oa Ticas ACER ALQO1 ACER ALDIEWSD 20 Y 230 00 230 00 ay Comment Discount pm Discount Calculate Tax 7 Subtotal Shipping Tax Tax E ae Note EEN Recewed Total ile Tie eines Paid Amg nt Balance Due To be emailed Exchange Rate 1 Currency USD AUU RO O Then open the Products List and select the product entered in the Purchase Order Double click this row The product dialog box will appear and you will see the number of the ordered product in the field On Order 2008 Quartex Using of Golden Web Inventory system 21 3 Golden Web Inventory System of Demo Trade He Actons Lists New Heb Products n al A Vendors Contracts Vendor Types Customers Jobs Customer Types Job types Company 4 Locations Payment Terms Payment Methods Customer Mess
41. sary enter the customer name or job Select a Template for printing In the detail area enter the line items Click on the button Save and then print Sales Receipt using button Print 2008 Quartex Using of Golden Web Inventory system 27 Golden Web inwentary System Demo Trade PY Sales Receipt i E Fle Edit Help Ey Se Approved an a Close O 5 19 2008 Order n Sales BREDT TTEN ye Reference New tem Products Find Delete Insert aie From Estimate Load from XML document Description Tax Quamity Price Amount INTEL P4 3 2 2M BO EL P4 3 2 2M 80 INTEL Pa 3 2 2M 800 775 BX 64 y i 135 00 135 00 INTEL CORE 2 DUO INTEL CORE 2DU0 2136 2M Y E i 322 00 an Calculate Tax CalculateTax2 C Subtotal 45700 Tax Shipping Tax Shipping2 CI Shipping 0 00 Company Er Taxt 0 tan 0 00 Custor Total pien Paill To be emailed Customer Tax code Pond Amoa Balance Due 0 00 To be printed C F The second way of creation Sales Receipts is using the Point of Sale panel You can run the POS panel using the button Create New Point of Sale or button POS on the Sales Receipt toolbar First of all select a Department then press Enter and find a selling product in the Item List Click the button Enter and add product to the Sales Receipt You can use key Enter for addition and button Minus for subtraction of the items If you want to edit the r
42. stimates a Smith Ey RMA Ticket Sales Orders Invoices First Name Last Mame Customer Payments Sales Receipts Work Orders a Purchase Transfers gt Returned from custom information Adjust inventory State Cou ntry Returned to vendor I a Transaction Type Under Warranty nove from ticket Delete transaction Company Total Comments Received from vendor Transfered for repair Repair Estimate Sales Order Work Order Returned ltems Customer payment Payment to vendor Purchase Order Returned to customer OK Cancel Select the row RMA tickets in the left menu and click the button New in the top toolbar You have to enter a customer date of the RMA transactions on the RMA ticket form Then you can define the date when return was issued the invoice with returned products the repair estimate was provided the item receipt with returned to vendor items and the item receipt with rceived from vendor new items RMA ticket stores all transactions concerning the return items from customer You can track all steps of the return process in the RMA Return Merchandise Authorization ticket You create a new return ticket when a customer calls about returning a product Click on the button New at the RMA ticket list form During this call you have to collect all the purchase and customer information and then provide a RMA number to the custom
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