Erpgo System Settings -

Erpgo System Settings

User Type: Company / Owner In this document, you’ll see how to edit ERPGo branding, […]

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.
  • Enable or disable GDPR Cookie text.
  • Edit the GDPR cookie text itself.

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 – Numeration:

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

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

Documentation Settings – Other:

  • App site URL – the address to log into the app.
  • Display Shipping in Proposal / Invoice / Bill. Set to enable or disable shipping information.
  • Tracking interval – the amount of time between each screenshot taken by the time tracker feature.
  • Invoice/bill 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
  • City
  • Zip/Post Code
  • Telephone
  • Email (from name)
  • VAT Number/ GST Number (if applicable)
  • Company Start Time
  • Address
  • State
  • Country
  • System Email
  • Company Registration Number
  • Timezone
  • Company End Time

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