Self Help

Self Help

Product Fact Sheets

 

Gold Service

Gold Service Mobile App – Engineer Processes

Gold Service Web Portal – Head Office Processes

Click here to check out all Gold Service videos.

Sales/CRM

Mass Delete Unused Customer Accounts

Prompt Payment Discount on Sales    

Automatic Cash Allocation/End of Day  

Postcode Anywhere   

Removing Inactive Customer Accounts

Sales Ledger Doesn’t Balance – HELP!!

CRM Mail Merge to Microsoft Word

 

Purchase

Prompt Payment Discount on Purchases

Changing Supplier Currency

Document Approval via Document Store

Exporting to Bank Software

Paying Purchase Ledger Invoices

Purchase Ledger Doesn’t Balance – HELP!!

Payment Practices Reporting

 

Nominal

Accruals and Prepayments

VAT Health Check

Month End Reporting Procedures and Checklist

Nominal Suspense (Dump) Account

Reconciling Net Sales for VAT Purposes

 

Payroll

Importing Hours into GoldPay

 

Parts

Carriage and Handling Charges  

Class Code Selection  

Exchange Units

Export Stock Orders – General   

Importing POS Orders from File

Importing Stock Orders from File

Inter Depot Transfers

Kit Parts and Flat Rates

Out of Date Parts Prices

Prefix Mapping Creation   

Promotional Messages

Price Update Instructions

Rebuild PDF Order Links

Returns Orders (Parts)

Safety Stock and Recalculating Stock Levels

Sales Pack Quantity

Split Part Quantities

Stock Check Routines

Updating Buying Category Code

 

Workshop

Time and Attendance

Warranty Claims (Customer Charged) Pending Supplier Credit

Key Fob Labour Rounding

Labour Efficiency Report

Labour Proficiency

Workshop Barcoder v4 Installation

Workshop Barcoder v4 Set Up and Use

Workshop Split Invoicing

 

Wholegoods

Automatic Job Creation

Wholegood Finance Schemes

Financing a Stocked Wholegood

Farmpartertec Link

GoldNet Internet Link

John Deere Used Express Link

Tom Rowe Internet Link

Tractor Trader Internet Link

Inventory List Export

Irish VAT Margin Scheme

Restock Previously Sold Wholegood

Wholegood or Vehicle

Wholegood Web Export

 

Plant Hire

Plant Finance / Lease

Plant Off Hire Auto Job Creation

 

System

Access Levels and Passwords

Amazon S3 Integration

Background Forms

Copy Company Disk Space Check

Creating and Storing PDF Files

Credit Charges

Electronic File Transfer 

Emailing and Faxing from Gold

Mailsort Code Update

Printing Pound Signs

Prompt Payment Discounts in Earlier Versions of Gold (Pre v6.4)

Recreating Lost Data (due to server failure)

Saving and Batching Reports

Storing Reports

Terminal Set Up and Identity Maintenance

Transaction Export

XML Label Printing

Windows Excel Export

Have Questions?

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