Company Management in GoERPBaby help you decide how many individuals or employees of your organization can make use of this system, and in addition you can define the particular roles of the user to use it and take advantage of the system in their work. Such as, if you are an admin, then you can operate each and every module of the system with ease. But, you can set some limitations or access rights for you employees, so they cannot operate entire system.
Main Configuration is the overall configuration of your organization in GoERPBaby. If you wish to configure your organization in the system then click on “Main Configuration” Option located in the drop-down list of the More Category. When you click on this option, a screen appears that help you in inserting all basic details and logo of your organization. The details include:-
Add your business details in this section that includes name of the firm, you can add the text which you want to display or print on the documents of your company and select the time zone in which your company works.
Logo & Favicon
Upload the logo of your company. After inserting the logo from your system here you can view the preview of your logo. You can also add the favicon of your company.
With configuration settings, you can select currency that you wish to display on your documents, add sales order prefix, receipt prefix, credit note prefix, invoice prefix, purchase order prefix, inventory prefix, purchase return prefix, allow sales without available stock, quantity in decimal points, number after decimal, CSA, product price editable on sales, price list, select the product weight and allow customers to sale without credit limit.
After inserting all the details, click on “Save” Button located at the bottom of the page to save the configuration instantly.
The key to using Information Technology in Business Management & Planning is effective management of business master. The masters are key elements involved in summarizing each & every aspect of business activities. In GoERPBaby, you can easily create and manage masters.
With Unit feature, one can set the units of their products or items they sell to customers or purchase from vendors. One can add any unit and its symbol with the help of this feature such as Pieces, Kilo Grams, Inches, Grams and many more. Not only one can add the units, but also can edit and delete the existing unit with ease.
Taxes feature assist you in adding the entire taxes you pay or collect from your vendors and customers. For example, if you want to add Service tax, then simply add the name and percent of the tax with this feature. Once, you add the tax, you can also edit and delete the particular tax from the list.
The Currency feature in the GoERPBaby helps you in adding the different currencies in which you buy or sell your products. Like, if you wish to add Chines Yuan to the list of currencies, then simply add the name and the code of the currency. Furthermore, you can also delete the created currency at any time or can edit the details of the currency easily.
The Currency feature assist you to manage your business’s products and services in different currencies. For example: You buy the products from the vendor in US currency like dollar and want to sell the product in Indian currency so with the help of GoERPBaby you are able to sell the same products in different currency means you can also make use of multiple currencies.
The text templates feature gives you the facility to add text such as terms and conditions, privacy statement or more at the purchase receipt or sales invoice. You just need to add title of the text you want to add & the template body that contains description of added text template.
All the extra charge you get from the customers can be added in the list with the help of all extra charge options of GoERPBaby. In addition, you can further edit and delete the charges added by you. Extra charges are the charges you apply on specific product other than its specific cost. For example, you sell an AC, then there are many extra charges associated with it such as delivery charges, extended warranties, installation labor, material cost and so on.
So, once you apply all these charges on AC, then you do not have to add the same charges on every buy of AC again and again. You just only have to set the extra charges, then the system automatically apply the charges to each and every refrigerator. Same procedure will apply with every item you sell to your customers.