Inventory softwareInventory 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 Sale Order

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Sales order Invemtory database

To create new sale order click "New Order" on the main form or button "New" on the Sale Orders list form.





In the field Number you must enter the Order number or use the default. This field is a alphanumeric field. You can enter letters and numbers. The system will automatically increment the number each time you create a new Order or you will enter them manually. Each Order has unique number and the system will not allow to enter two identical numbers.


You must select a customer name from drop down list. You can add new vendor using row <Add new>.

Bill to and Ship to

You can enter here address on which you usually receive products. These field will be filled automatically, if you have filled lines of "Billing address" and "Shipping address" in the Customer form.


You must select a date from the calendar which will appear after click on the field "Date".

Salesperson and Payment Term

Text will appear in this fields from Customers Form "Payment Term" and "Salesperson". If you don't accept this text simply type a new content .


You can enter here any additional information concerning given sale order.


 Order Items

Click the button "Product". This will display a list of existing products. Click the button "New" to add a new product or service. Enter a unique Product Code, Invoice and Order Description, Cost, List and Sale Price on the Product Form. Update the check boxes to reflect if taxes are normally applied to sales of this product. If you wish to use this product as non-stock or non-depleting also check the boxes. Finally, click the OK button on the Product Form and "Select" button( or double-click on the product row) on the Product List Form. The Order Form will be displayed with new item on the Order Items box. On the Order Items box, edit the Quantity, Unit Price and the description if necessary. You can also change the Taxable status for the item on this invoice. Click the Save button. Note that the line item now appears in the grid and discount, sales taxes, totals and balance due have automatically been calculated. Click the "New Item" button to add additional items to the Order. Note that you can now select product from Products List or click the "New" button to define an additional product.

You can simply type Product Code in the Order Item and press Enter. If this product code exists, GoInSy automatically will fill fields "Description", "Unit Price" and "Tax". If this product code doesn't exist, you must enter description, unit price, quantity, tax and after clicking "Save" button system add this product in the Product List.

Besides, you can use any bar code reader that is translated and entered directly into the keyboard buffer as regular text.

You'll see the warning message if you enter in the order a product with zero or small quantity in the warehouse.

You have a possibility to find any product in the big order using button "Find".

You can delete an unnecessary item if establish on it the pointer and click the button "Delete".

The form has the checkbox "Calculate Price from Ext." for switching the mode of calculate price from extention.

If you have several locations or warehouses you can set the checkbox "Location" in the Options Form and indicate the location for each receiving item. If you sell goods specially for a Vendor Contract set the column Vendor and select the Vendor:Contract for this items. And finally you may indicate warranty date in the column "Warranty

 Discount rate and Discount

If you use a discount, you can enter discount rate or discount amount in this field.

System automatically compute discount through significance of the discount rate (percent). If discount rate is equal zero, you can manually enter significance of the discount.


Enter shipping charges in this field.



The system allows to use two kinds of the taxes. The taxes can calculate automatically as significance tax rate(percent) from the sum of the Order (with shipping or without). Only taxable products are used in calculation. If the account of the tax doesn't submit to automation, it can be entered manually. Update the check boxes "Calc.Tax" if taxes are automatically settles up through tax rate. If you expect the tax with allowance shipping establish the check box "Tax Shipping". You can place options of account of the second tax with the help of forms "Order Options" which is called by clicking of the "Option" button.


The Comment field allows you to enter any Sale Order comments.



Here you can do a note about condition of this Sale Order. The Order may be printed, sent by E-mail or Order creation may be not completed yet .The content of this field is not printed.



The field "Group" is use for classification of the Orders. You can sort and apply a filter by "Group" in the Orders list and reports.



To show in the Order column "Serial" for input the product serial numbers update this check boxes.


You may indicate location for all goods.


The Golden Inventory is multi-currencies system. You can select any currency for new Sales Order using drop down list Currency. If you want add a new currency use left menu Lists-Currencies. You have to enter a current exchange rate in appropriate field.


You can select status of your Sale Order : "Approved" for existing order,"Waiting" for planned transaction and "Canceled"




Calls the Customer List form for choice of the customer.


New Item

Click the "New Item" button to add additional items to the Order.



Calls the Products List form for choice of the product.


You may find any product amongst already entered items.


You can delete an unnecessary item if you establish the pointer on it and click the button "Delete".


You can insert a row between existing rows


You can use hot keys for fast luanch of the functions: F2- New Item, F4- Products, change field "Tax" and increase Quantity,F7- Find.



Here you can look through the list of all invoices under this Order. Total sum of sale is visible to the right of this button.


Paid Amount

You can look through the list of all payments under this Order after clicking on this button. Immediately from this list of payments you can enter new payment or edit already made payments under this Order. Total sum of payments is visible to the right of this button.



When you click the button " Order Options " , you can change any caption of the Order to prohibit from printing some fields 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 Order.



It is an Editor for Sale Order templates. You can create any receiving list 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 should save template in .dtm file after edit. You may create several template for each document (for example packing list for invoice). Before printing you should select Template from drop down list.


Use this button to print the sale order.



You can send the Order by E- mail using this button. The Order will be created as html file and will be sent to your customer as attachment of the letter .

Save XML

It is very useful function for data exchange with your main office or vendors. For instance, you work in the main office of your company and solved to allocate some products for a remote outlet. You can create the Sales Order and save it as XML file and send to this outlet via email.

Outlet inventory system will load this file and transform it into POrder. Your personal will see how much goods you plan to send to this outlet from main warehouse.


Load XML customer POrder

You can receive a XML POrder from your remote storehouse or from customer having the Golden Inventory System. You can easy transform it into Sales Order using this button if you want only allocate products for this customer.





Any modifications made in the Order will be saved only in case if you click this button.



This button closes the Order form. If you want to save all modifications made in the form before closing the form, necessarily click "Save" button. If you want to leave without saving, safely click on this button.


 Form Menu

You can execute any command not only by clicking on an appropriate button but also by choicing Item of the Form Menu.



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