Basic System Settings

User Type: Company / Owner

In this document, you’ll see how to edit ERPGo branding, company, and system settings. This will allow you to take advantage of its white-label license and create a unique user experience for its users.

Getting Started

To access the settings panel, you need to sign in with a Company / Owner account. Then, click the Settings button (you’ll find it in the navigation menu).

Editing Brand Settings

Thanks to our white-label solution, you can completely rebrand ERPGo. In this panel, you can edit the following:

• Change the logo (upload both light and dark versions).
• Change the favicon.
• Set site title text.
• Set site footer text
• Edit default language.
• Turn on/off the support for right-to-left text.
• Enable or disable the landing page.

In the next section, Theme Customizer, you can edit the following visual settings:

• Select primary platform colors.
• Manage sidebar layout transparency (turn it on or off).
• Enable/disable dark mode.

Editing System Settings

To access System Settings, hit System Settings in the left-hand Settings navigation panel. In this panel, you can change the following:

Currency Settings:

• Currency ISO code. Example: USD, GBP, INR
• Currency symbol. Example: $, £, ₹
• Currency symbol position – select to display it before or after the amount.

Date & Time Settings:

• Date format – use the drop-down menu to pick the right format (dd/mm/yyyy, mm/dd/yyyy, yyyy/mm/dd)
• Time format – choose between 12-hour and 24-hour formats.

Documentation Settings – Prefixes:

• Invoice prefix. Example: #INVO
• Proposal prefix. Example: #PROP
• Bill prefix. Example: #BILL
• Customer prefix. Example: #CUST
• Purchase prefix. Example: #PUR
• Vendor prefix. Example: #VEND
• Pos prefix. Example: #POS
• Journal prefix. Example: #JUR
• Expense Prefix. Example: #EXP
• Employee Prefix. Example: #EMP
• Retainer Prefix: Example: #RET
• Estimation Prefix: Example: #EST
• Bug Prefix: Example: #ISSUE
• Contract Prefix. Example: #CON
• MDF Prefix: Example: #MDF
• Sale Invoice Prefix. Example: #SALE
• Quotation Prefix. Example: #QUO
• Client Prefix. Example: #CLT

Documentation Settings – Numeration:

• Invoice starting number – enter the preferred number
• Proposal starting number – enter the preferred number
• Bill starting number – enter the preferred number.
• Retainer Starting number- enter the preferred number.
• Decimal number format. Specify the number of decimal places.

Documentation Settings – Other:

• App site URL – the address to log into the app.
• Display Shipping in Proposal / Invoice / Bill / Purchase / Quotation / Sales Order. Set to enable or disable shipping information.
• Tracking interval – the amount of time between each screenshot taken by the time tracker feature.
• Proposal / Invoice / Bill / Purchase / Quotation / Sales / Order footer notes – enter the title text you’d like to see on each invoice.

Editing Company Settings

To access Company Settings, hit Company Settings in the left-hand Settings navigation panel. In this panel, you can customize the following company information:

• Company Name
• Address
• City
• State
• Zip/Post Code
• Country
• Telephone
• Company Registration Number
• Company Start Time
• Company End Time
• Timezone
• VAT Number/ GST Number (if applicable)

Related Documentations

Language Manager

To get information about the language manager, click on the link given below. https://workdo.io/documents/language-manager/

Time Tracker

To learn about the time tracker feature, you can click on the link given below. https://workdo.io/documents/time-tracker/

Email SMTP Settings

To learn about the email of Smtp settings, click on the link given below. https://workdo.io/documents/email-smtp-settings/

Storage Settings

This link will give you all the information regarding the storage settings. https://workdo.io/documents/storage-settings/