Golden Inventory system for any businessInventory systems and project management software .

1 Introduction
1.1 What is Golden Inventory System?
1.2 How to begin?
1.3 System Requirements
1.4 Installation
2 Main Menu
2.1 New Database
2.2 Open Database
2.3 Backup
2.4 Restore
2.5 Page Setup
2.6 Forms Font
2.7 Main Form Options
2.8 Send
2.9 Report Wizard
2.10 Security
2.11 Import from Silver,Executive, Bronze
3 Company&Locations
3.1 Set up Your Company?
3.2 Company Address
3.3 Email address
3.4 Other settings
3.5 Locations
4 Vendors
4.1 Vendors List
4.2 New Vendor
5 Purchase Orders
5.1 Purchase Orders List
5.2 New Purchase Order
5.3 Edit Purchase Order
6 Receiving
6.1 Item Receipts List
6.2 New Item Receipt
6.3 Edit Item Receipt
7 Customers
7.1 Customers List
7.2 New Customer
8 Sale Orders, Estimates
8.1 Sale Orders List
8.2 New Sale Order
8.3 Edit Sale Order
8.4 Estimate
9 Invoices
9.1 Invoices List
9.2 New Invoice
9.3 Edit Invoice
10 Sales Receipts
10.1 New Sales Receipts
11 Point of Sale
11.1 Point of Sale Options
11.2 Point of Sale Panel
12 Work Orders
12.1 New Work Orders
13 Items
13.1 Items List
13.2 New Item
14 Transfer Order
14.1 New Transfer Order
15 Payments
15.1 Payments List
15.2 New Payment
15.3 Edit Payment
16 RMA tickets
16.1 RMA list
16.2 RMA ticket
17 Adjust inventory
17.1 Adjustment list
17.2 New Adjustment
18 Currencies
18.1 Currency list
18.2 New Currency
19 Overview
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 CSV files
20.2 Excel files
20.3 QuickBooks
20.4 XML

New Item

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Item edit form Inventory database

To create of new item click "New Item" on the main form or button "New" on the Items list form.



 Item Code    

In the field Item Code you must enter the Item name. This field is alphanumeric field. You can enter letters and numbers. Each item code is unique and the system will not allow to enter two identical name.You have 50 spaces in which you can enter your Product Code.


Invoice description

You must enter invoice description for each product. This description will be used in the sale orders and invoices as the product being sold. Item Code and description are enough to create the new product.


Purchase Order description

You can enter POrder description for product. This description will be used in the purchase orders and receivers as the product being bought.You may not type the POrder description and it will be copied with the Invoice description after saving new product.



You should select type of the new item.The system uses 12 item types: Service,Inventory Part,Non-Inventory Part,Fixed Asset,Other Charge,Subtotal,Group,Inventory Assembly,Discount,Payment,sales Tax Item,Sales Tax Group.



The cost is the amount that you have paid for the product when you have bought it. Cost includes the price of purchasing, shipping and taxes. The system automatically recalculates product cost for each new receiver. The cost can be used for calculating sale price.


 List Price

The list price is used in the calculation of a sale price. The list price is usually the manufactures suggested retail price.


 Price Method

You can use several methods of calculating List and Sale prices:

Manual - a price is not automatically calculated by the system, you must enter a price manually.

% Markup from Cost - GoInSy will automatically calculate the list or sale price using the Cost and the percentage. The formula used to calculate this price is:

     (Cost + (Cost * (Percentage/100))).

Margin From Cost -The system will automatically calculate the list or sale price using the Cost and the percentage. If margin markups the sale price by 15%, enter 15.00 in the percentage field. The formula used to calculate the price is:

     (Cost / (1- (Percentage/100))).


Only for Sale price:

Discount From List - GoInSy will automatically calculate the sale price using the List Price and the percentage. The formula used to calculate this sale price is:

     (List Price - (List Price * (Percentage/100))).

The system calculates the prices after clicking on the "Recalculate" button.


 Sale Price

This is the unit price used in all new Sale Orders and Invoices, which you can change at Invoice's( Order's) any time.


 Pref Vendor

The system finds all vendors who have ever delivered this product and fills in their names in the combobox. You can select vendor that you prefer or fill in a vendor name. This field appears on your reports to help you in solving what the vendor you prefer to buy this product from.

 Bar Code

You can use any bar code for identification and automatic entering items in invoices and orders.



The field "Department" is used for classification of the products. You can select already existing Department or enter new Department in this field. You can sort and apply a filter by "Department" in the Items List . The field "Department" can be used in the report wizard.



It is weight of product unit.


Tax Invoice and Tax PO.

These check boxes allow you to specify if a product is taxable in POrders and Invoices. The system calculates the tax only for taxable products. You can change these options at Invoice's( Order's) any time.


 Non-Stock / Non-Depleting.

If you establish one of these options, the system will not update the stock balance for this product. The residual of a non-stock product is always equal zero irrespective of how many you have received or have sold it. The stock balance of a non-depleting product takes into account only receivers of it and doesn't take into account sale. An example of a non-stock product is labor, freight, software.


 Minimum, Maximum and Target Quantity

The system uses these fields for account of an optimum stock level for this product. The Maximum quantity is used by the Overstock Report and the Minimum quantity is used by the Reorder Report. If the residual of this product falls below, the Minimum quantity of it will appear on the Reorder Report, and if the stock level of this product higher, the Maximum quantity of it will appear on the Overstock Report . The target quantity is used to calculate the over-stock or reorder amount.



This option allows you to setup this product as inactive. If you try to add this product to invoice or order , the system will warn you that this product have inactive status.



To enter any special notes about the product.



You can link any image to this product. You should click on the button "Image" and select image file in the dialog window. We recommend to use files in the .JPG format. The BMP files take too much places in your database. If you click on the button "View" a size of the image will be increased.




You can create a label for each customer with the help of Label Wizard having clicked on the button "Label"(or View Menu item "Label") .



It is an Editor for Label templates. You can create any receiving list template using mouse and toolbar buttons. You should click on the toolbar buttons "Line","Frame","Image", "Text" ,"Bar Code" or "Data" and paint with mouse this elements. You can use right mouse button and menu items. You should 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.


Any modifications are made in the Product form will be saved after click on this button.


This button closes the Product form without save. If you want to save all modifications are made in the form click "Ok" button.



© 2007 Inventory control and project management software