User Guide

  • How to add a new organization?
    Answer:
    Web Path: Dashboard > System > Entities > Add Organization > Provide all the necessary information > Save
    Device Path: N/A
  • How to add a new Business Unit?
    Answer:
    Web Path: Dashboard > System > Entities > Add Business Unit > Provide all the necessary information > Save
    Device Path: N/A
  • How to add multiple locations/warehouses?
    Answer:
    Web Path: Dashboard > System > Entities > Menu > Location > Add Location > Provide all the necessary information > Save
    Device Path: N/A
  • How to add customers into the GOIS-PRO system?
    Answer:
    Web Path: Dashboard > System > Entities > Menu button (vertically placed on left) > Customer > Add Customer > Select Ownership (if applicable) > Provide all the necessary information > Save
    Device Path: Home > Manage > Customer > tap + icon (Add customer- on top right of device screen) > Provide all the necessary information > Save
  • Can I import the customer list via Excel/CSV?
    Answer:
    Yes, with GOIS-PRO paid version. Please contact Support.
  • Can I add the company name or company ID instead of customer name?
    Answer:
    Yes, you can.
    Web Path: System > Entities > Customer > Add customer
    Device Path: N/A
  • Question: How to add vendors into the GOIS-PRO system?
    Answer:
    Web Path: Dashboard > System > Entities > Menu button (vertically placed on left) > vendor > Add Vendor > Select Ownership (if applicable) > Provide all the necessary information > Save
    Device Path: Home > Manage > Vendor > tap + icon (Add Vendor- on top right of device screen) > Provide all the necessary information > Save
  • Can I import my vendor list via Excel/CSV?
    Answer:
    Yes, with GOIS-PRO paid version. Please contact support@goodsorderinventory.com
  • Can I import the Inventory via CSV/Excel?
    Answer:
    Yes, with GOIS-PRO paid version. Please contact Support to initialize your inventory.
  • How to define new measurement units?
    Answer:
    Web Path: Dashboard > System > Entities > Menu (placed vertically on left) > Product Unit > Add Unit
    Device Path: N/A
  • How to define/map unit conversion factor for a product?
    Answer:
    Web Path: Dashboard > Products > Manage Products > Add/Edit Product > Product Info > Select Default Unit > Units & Unit Conversion Tab > Add Product Unit Conversion > Select From Unit and define conversion factor > Save
    Device Path: N/A
  • How do I change from English to metric units?
    Answer:
    Defining the default unit set (Metric or English) across the system is one time process which needs to be chosen by the user at the time of initial account setup process. Hence once defined it can’t be modified just to maintain the data consistency across the system.
  • How to add a new category?
    Answer:
    Web Path: Dashboard > System > Entities > Menu (left of the screen – vertically) > Product Category > Add Category > Select Ownership (only-if applicable) > Provide Category Name and Details > Save
    Device Path: Home > Manage > Category > + Icon on top right > Category Name > Save
  • How to map a category with a given product using device?
    Answer:
    Web Path: Dashboard > Products > Add/Manage Products > Edit Product > Product Info Tab > Default Category > Save
    Device Path: Home > Products > Tap on + icon > Provide all the necessary product related information > Select Category > Add Category > Choose Category > Save > Back > Save Product
  • Can we add sub categories under the primary ones?
    Answer:

    Yes, you may create sub categories by defining parent categories as:

    Web Path: Dashboard > System > Entities > Menu (Placed vertically on left of the screen) > Product Category > Add Category > Select Ownership (only-if applicable) > Provide Sub Category Name > Choose Parent Category > Save

  • How to add a sub user under a Business Owner account?
    Answer:
    Web Path: Login to business owner account > System > Users > Add User > Check the desired business units which you want associate/map with the new sub user > Continue > Provide all the necessary information under general, security, address, Profile, etc. tabs > Save
    Device Path: N/A
  • How to map a Business Unit with a sub user?
    Answer:
    Web Path: Login to business owner account > System > Users > Action > Edit (pencil icon) > Business unit mapping tab > click on Business Unit Mapping link > Select the desired business unit from the list of Available section > Click on the center icon says ‘click here to map the selected business unit with the user you choose’ > Ok > Save
    Device Path: N/A
  • How can I set user permissions? Can we add different user levels?
    Answer:
    Yes, you may add multiple sub users under one business owner account with their specific roles.
    Existing roles are Business Owner, Business Admin, Business Manager, Sales Executive (Least Privilege).
    To set a custom role for your business, please request support@goodsorderinventory.com
  • Question: How to change the password for sub users?
    Answer:
    A business owner can change the password for their sub users.
    Web Path: Dashboard > System > Users > Action (edit/pencil icon) > Security Tab > Change Password
    Device Path: N/A

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