Goldloan ERP
Getting Started

Introduction

A simple introduction to SmartBookz GoldLoan for first-time users.

What is this page?

SmartBookz GoldLoan helps your shop run gold loans without heavy paperwork.

  • A pledge is the loan ticket when a customer keeps gold with you and takes money.
  • A customer is the person who takes the loan.
  • Receipts are when the customer pays you money back.
  • Payments and expenses are when you pay money out (vendors, rent, salary, etc.).

Everything is saved online, branch-wise, so you can search old records anytime.

Who should read this?

You are…You will mostly use…
Counter / front deskCustomers, Add Pledge, Receipts
AccountantDaily Register, Payments, Expenses, Reports
Branch managerDashboard, Pledge Master, Reports
Owner / adminSettings, Users, Masters, Year-end

What you need before using the app

  1. Your company already signed up for SmartBookz GoldLoan.
  2. Your administrator created a login (email + password) for you.
  3. You know which branch you work in (shown at the top of the app after login).

If any of the above is missing, ask your shop owner or admin — do not share passwords with everyone.

Words we use in this help center

WordSimple meaning
SidebarThe menu on the left with Dashboard, Pledge Master, Parties, etc.
App barThe top bar with company name, branch, and your profile
Modal / popupA window that opens on top of the page (for Add Customer, Add Receipt, etc.)
SaveStores your data in the system — always wait until you see a success message
  1. Learn how to log in

  2. Learn where buttons are

  3. Set up the shop (admins only)