1. Using of Golden Inventory system

1.Introduction
1.1.What is Golden Inventory System?
1.2. How to begin working with this inventory system?
1.3. System Requirements to this inventory software
1.4. Installation Golden inventory
2.Main Menu
2.1. New inventory Database
2.2. Open the inventory Database
2.3. Backup the inventory database
2.4. Restore the inventory database
2.5. Company options
2.6. Form's font for the inventory system
2.7. Main Form Options
2.8. Point-Of-Sale options
2.9. Send
2.10. Security functions for the inventory system
2.11. Import data from Silver,Executive, Bronze inventory systems
3. Company&Locations
3.1. Set up Your Company
3.2. Company Address
3.3. Email address
3.4. The other settings
3.5. Storage locations, warehouses
4. Vendors
4.1.The vendor List at the inventory system
4.2.Add a new Vendor to Golden Inventory
5. Purchase Orders
5.1. Purchase Order List of the inventory system
5.2.Add a new Purchase Order to the inventory database
5.3. Edit a Purchase Order at Golden Inventory
6. Receiving
6.1.The Item receipt List at the inventory system
6.2.Add a new Item receipt to the inventory database
6.3. Edit an Item receipt at Golden Inventory
7. Customers
7.1. The customer List at the inventory system
7.2. Add a new Customer to the inventory database
8. Sales Orders, Estimates
8.1.The Sales Order List at the inventory system
8.2.Add a new Sales Order List to the inventory database
8.3. Edit Sales Order List at the inventory system
8.4. Estimate,quote
9. Invoices
9.1.The Invoice List at the inventory system
9.2.Add a new Invoice to the inventory database
9.3. Edit an Invoice at the inventory system
10. Sales Receipts
10.1.The Sales Receipt List at Golden Inventory
10.2.Add a new Sales Receipt to the inventory database
11. Point of Sale
11.1.Options of the Point of Sale panel
11.2.The Point of Sale Panel
12. Work Orders
12.1.Add a new Work Order to the inventory database
13. Items
13.1.The Item List at the inventory system
13.2.Add a new Item to the inventory database
14. Transfer Orders
14.1.Add a new Transfer Order in the inventory system
15. Payments
15.1.The List of payments at Golden Inventory
15.2. Add a new payment to the inventory system
15.3. Edit a payment at Golden Inventory
16. RMA tickets
16.1. The RMA list at Golden Inventory System
16.2. Add a new RMA ticket to the inventory system
17. Adjust inventory
17.1. The Adjustment list at Golden Inventory
17.2. New Adjustment
18. Currencies
18.1.The Currency list at the inventory system
18.2. New Currency
19. Overview at Golden Inventory System
19.1. Inventory to Reorder
19.2. Bills to Pay
19.3. Unclosed Sales Orders
19.4. Unpaid Invoices
20. Export and import
20.1.Export and import CSV files at Golden Inventory System
20.2.Export and import Excel files at the inventory system
20.3.Golden Inventory system and QuickBooks
20.4.Using XML files in Golden Inventory

Add a new RMA ticket to the inventory system

You can track all steps of the return process in RMA (Return Merchandise Authorization) ticket. The date the 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 received from vendor new items. RMA ticket stores all transactions concerning the return items from customer 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 customer. The customer should include the RMA number when they return products. RMA ticket by default has status Issued.
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.
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. Program 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# . 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 see it in the Invoice (or Receiving,Order) list form.
Delete transaction -use this button for the complete deleting transaction from inventory database.