Basic System Settings -

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.

Time Tracker

To learn about the time tracker feature, you can click on the link given below.

Email SMTP Settings

To learn about the email of Smtp settings, click on the link given below.

Storage Settings

This link will give you all the information regarding the storage settings.

Need more help?

If you’re still uncertain or need professional guidance, don’t hesitate to contact us. You can contact us via email or submit a ticket with a description of your issue. Our team of experts is always available to help you with any questions. Rest assured that we’ll respond to your inquiry promptly.

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