Inventory management softwareOnline guide for Inventory management software

Golden Inventory System for inventory management

Online guide
 Introduction
What is Golden Inventory System
How to begin?
System Requirements
Installation
 File Menu
New Database
Open Database
Backup
Restore
Forms Font
Send
Security
 Lists
 Items
Item List
New Item
 Vendors:Contracts
Vendor List
New Vendor
 Customers:Jobs
Customer List
New Customer
 Company&Locations
Set up your Company
Company Address
Storage location
 Actions
 Overview
Inventory to Reorder
Bills to Pay
Unclosed Sales Orders
Unpaid Invoices
 Purchase Orders
Purchase Orders List
New Purchase Order
 Receiving
Item Receipts List
New Item Receipts
 Sale Orders, Estimates
New Sale Order
Edit Sale Order
Estimate
 Invoices
Invoices List
New Invoice
Edit Invoice
 Payments
Payments List
New Payment
 Sales Receipts
New Sales Receipts
Point of Sale
Point of Sale Options
Point of Sale Panel
 Work Orders
Work Orders List
New Work Order
 Transfer Orders
Transfer Orders List
New Transfer Order
 Export and import
CSV files
Excel files
QuickBooks

Customer List

The Customers List Form allows to manage creating, editing, deleting, sorting, filtering of customers and printing labels. You can get to the customers List by selecting the Lists Menu from the Main Form or clicking on the button "Customers". You can also print a Customers list.
Functions:
   New
      
If you want to add a new customer, click on the button "New"(or Customer Menu item "New") and fill the appeared customer form.

   Edit
If you want to edit a customer features, click on the button "Edit"(or Customer Menu item "Edit" or double click on the customer row) and edit fields in the appeared Customer form.

   Delete
To delete a customer click on the button "Delete"(or Customer Menu item "Delete") and confirm your wish to delete. You can't delete the customer if it was specified in any invoice, sale order or payment.

   Find
If you want to find a customer by description, number, E-mail or balance, click on the button "Find"(or Customer Menu item "Find") and enter what you want to find in appeared dialog box.
This function searches for concurrence in any part of all list fields.
   Print List
To print Customers list click on the button "Print List"(or View Menu item "Print List").
   Filter
If you want to show on the screen only a part of the Customers list, click on the button "Filter"(or View Menu item "Filter") and enter what you want to select in appeared dialog box.
Pay attention that after filtration the button "Filter" to be highlighted by green light.
    Label      
Having clicked on the button "Label"(or View Menu item "Label") you can create a label for each customer with the help of the Label Wizard.
   Balance
It is possible to see the balance, number of the last invoice and payment when you click on the button "Balance" (or View Menu item "customer Balance").
   Statement
You can print the statement of any customer. You will see all the sales of this customer and all payments from the certain term. Press the button "Statement" and you will see form with fields "Date from" and "Date to".Press button "OK" and statement preview window is open. Press the button "Print" for printing statement of the vendor . You can create statement in HTML file, if you press button "Export to HTML".    

   Template
It is an Editor for customize labels template. You can create any labels template using mouse and toolbar buttons. You should click on the toolbar buttons "Line","Frame","Image", "Text" or "Data" and paint with mouse this elements. You can use right mouse button and menu items. You can save template in .dtm file after edit. You may create several template for each document . Before printing you should select Template from drop down list. You can print your labels from Products List.

   Print Label
You can print customize labels for all selected products .
      
   Select customers for print.
You can select in the list any number of customers, pressing the button "Select " or keeping the key "Ctrl" with clicking mouse on the extreme left column of the list. If you press button "Statement" you will see statements of all customers.

   Options
You can call the form " Statement Options " when you click on this button. You can change any caption of the Statement to place the necessary fonts, to prohibit from printing some fields, to select a logo of your company and set up a mode of the calculate taxes . This Options form allows to adjust the printed form in any kind, appropriate for you. The options are saved to the following new Statement.
   Help
Call of Help.

   Exit
Close Customers List .

You can sort the list for any field having clicked the mouse on title of field.

The Customers list form may be called from Invoice form, Sale Order form or Payment form having clicked on the button "Customer". You can select the Customer by a double click of the left mouse button on the customer row or click on the button "Select". You may add a new customer and then select him. You can also use any above mentioned function.
You can use hot keys for fast launch of the functions: F1-Help, F2 - New, F3-Print statement, F4- Edit, F5- select, F6- Filter, F7- Find, F8-Delete.