Once you are familiar with the Golden Inventory System and have worked through the tutorial, you are ready to create your own database and then add your own data upon how your organization does its business. First of all, you have to create a new database by clicking the File Menu. Select New Database File. This database can be created on own computer or any network computer.

If you work with the several companies then create a database for each company. First of all, set up your company. You have to click the Lists tab and select the row "Company & Location" in the left menu select the "_Company" then click the button Edit on the toolbar and enter all the required information.

The Billing Address should be your main business address. The Shipping Address is the address where you receive all your products. Golden Inventory system has the own email program for sending different documents to customers and vendors. You can enter SMTP server , user name and password for outgoing emails. Make any changes you need to this company and save the changes.
Then you can add all your storage locations.Click on the button New at the toolbar

To insert your vendors, select row Vendors:Contracts and click on New Vendor button and enter information in the dialog box.


To insert your new or existing products from your storehouse, select row Items and click on the button New Product and enter product details accordingly.

Probably, you have some products on your warehouses. You should create the first receiving receipt with initial stocks. Open the panel Actions and select row Receiving. Click on the button New and open Item Receipt form

Click on the small button in the column Item and select products from drop down Item list. Then enter an initial quantity of the product and define storage location in the column Location. If you don't see the column Location click on the button Options and set checkbox Location at the Screen Options form.

You can add items in an Item Receipt several methods. First, you select from drop down list. Second,you enter item name from keyboard. System will find corresponding product and enter automatically all fields. If product is not found system add this product into product table when you saving this Item Receipt. Third, if you have a keyboard wedge bar code scanner you set focus on the column Item and scan bar code label. Program will find product and enter item name, description and price into receipt detail fields.You have to enter quantity only. You should enter all your existing products in the initial receiving receipt. Save this receipt and check On hand amount at the Item List form.

To insert your customers, select row Customers:Jobs and click on New Customer button and enter information in the dialog box.

Now,our inventory system is ready to work. You have to use the next documents for tracking your inventory actions:

• Purchase Orders when your order products for your business from vendors.
• Item Receipts when you receive products on warehouses from vendors.
• Estimates,Quote when you inform customers about your products and prices.
• Sales Orders when you allocate products for customers, but don't ship items to customers.
• Invoices when you ship products to customers.
• Sales Receipts when you sell products from your retail store.
• Transfer Orders when you move products from one storage location to another.
• Work Orders when you create a new product from several parts.
• Payment Receipts when you send payments to vendors or receive from customers.

For example, you need some products from vendor "Best computers". Click on the button Create New: Purchase Order . Then click on the small button near the field Vendor. Select the "Best Computers" from drop down list and click the button Select

Fill the detail section of this POrder like entering products in the receiving receipt above. Save the Purchase Order and click on the button Print

You will see the Preview screen with ready to printing your Purchase Order. You can print this order or send it by email using built-in the inventory system email program. You can save your Purchase Order as image jpg file also

If you get goods on this Purchase Order you have to create a new Item Receipt clicking on the button Create New : Receiving

Define the vendor for this Item receipt and click on the small button POrder No. Select from the drop down list the desired Purchase order. The inventory system will fill the Item receipt automatically. Check all quantities and prices and save your receipt. Now, the program has increased "on hand" amounts of the received products. You have sufficient amount of products and you can send a estimate to your customer. Open the tab Actions and click on the button New at the toolbar. Select a customer from drop down list in the field Customer and enter items from the drop down Product list.

Print the estimate and send it to customer. For instance, a customer wants to buy some your products but you want to wait his payment before shipping. You use the Sales Order form for this case. Click on the button Create new: Sales Order. Select the customer name and enter desired products.

You can define the tax for the Sales Order. Set the checkbox Calculate Tax and enter value of the Tax %. The inventory system calculates automatically the Tax amount. Be aware that a value product On Hand is hot changed after creation a Sales Order. After receiving information about customer payment you can track this action in the Customer Payments section of the inventory system. Click on the button Customer Payment. Define the customer and click on the button order and select the Sales Order for payment. You can change the Applied Amount if your customer has paid different amount .

Consequently, you may ship products on this Sales Order. Click on the button Invoice and select the customer name . Press the button at the field Sales Order No. and select the Sales Order from drop down list. The system will automatically create the new invoice. You should only check quantities ,prices. taxes and location. You can ship your products from any storage location. You indicate desired location in the field Location under the field Comments.

If you don't see the field Location click on the button Options and set checkbox Location for whole invoice. If you want ship your products from different warehouses set checkbox Location in the detail section of the invoice. In this case, you will be able to define a location for each product in the invoice. Open Items List and check column On_Hand for products from invoice. You see that amount of products decreased.
You can sell some products for cash without invoices. Use the Point of Sale panel for this case.Click on the button Point of Sale and you'll see:

Select Department and press the button "->" then select product and press the button "+". These buttons have the big sizes and you can use a TouchScreen working with the Golden inventory system.Press the button Print Receipt and create the Sales Receipt. Close the POS panel and select row Sales Receipts at the left menu. You should see all receipts are created at the POS panel. You can create Sales receipts using the Sales Receipt edit form also.
Probably, you have a manufacture in your business. You can track the manufacture operations in our system also. Select row Work Orders at the left menu and click on the button New

Enter name and description of the new product. Define quantity and price. Select components in the detail section. System saves list of components and increases amount of new product and decreases stocks of components on your warehouses.
You can track all moving products between your warehouses. Select row Transfers and create a new Transfer Order:

Define the Source and Destination Location. Add products in the detail section. Open panel Lists and select row Company & Locations select any storage location and double click . You'll see the List of products on the location. Check your transfer action.

We've did the several actions with inventories and now want to create some reports.Open panel Actions and select row Reports. Select type of reports and set the check boxes opposite need fields. Click on the button Print Report.