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 based 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. 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.
After creating the database, the system is ready to function all its features as mentioned earlier. You may want to transfer and existing database information or be imported from a csv (comma-separated-value) file or from QuickBooks into your newly created database
First of all, set up your company. You should click the Lists button then select the row "Company & Location" in the left menu select the "_Company" then click the Edit button on the toolbar and enter all the required information.
To insert your vendors, select Vendors:Contracts and click on New Vendor button and enter the information in the dialog box
To insert your new or existing products from your storehouse, select Items click on New Product button and enter the details accordingly
If you have a startup stock balance from a vendor, it is suggested to type "Startup Stock Balance" in the Comments field of the Receiving Item Receipt. Then click the Vendors List to see the payment balance. If the balance is not accurate, enter the necessary sums for each Vendor in the New Payment to Vendor and type a comment "Startup Payment Balance".
To insert your customers, select Customers:Jobs in the left menu click on New Customer button and enter the details accordingly. Should there be any payment balance, apply the above procedures.
To create a purchase order, click on New POrder button and enter the required products. Then open the Products List and double click this entered product. The product dialog box will appear and in the "On Order" field, you will see the number of the ordered product.
Once the ordered products is received from the vendor, click on New Receiver button to create a Item receipt. 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.
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 Payment to Vendor update the information. This payment will also update the Paid and Balance fields in the Vendors List.
When it is required to allocate products for a customer, click on Sale Order button and select the products. Then to ensure of this action, click on the allocated product dialog box to see the number in the "Allocated" field has been reflected. However, the number of the "On Hand" field will remain unchanged until the goods are collected by the customer and/or the payment receipt has been created.
You should make out the New Invoice if a customer receives you the products.The amount of the product "On hands" will decrease.
The Report Wizard part of the 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