First start after installation

In this video, I will show you how to start the gFM Business software for the first time after installation. I am referring to the single-user versions gFM-Business Free, Basic and Light. If you use gFM-Business Professional with FileMaker, you can drag an alias of the FileMaker app into the dock of your Mac instead of the gFM-Business app. On Windows, an alias is created in the Windows Start menu or on the Windows desktop during installation, depending on your selection. As of FileMaker 19, you can specify the gFM Business app in the Preferences dialog under the option "Open the following file on startup" if you want gFM Business to open automatically when FileMaker is started.

Create alias for a quick start

After installation, the gFM Business folder is located in the program folder of your Mac. On Windows, this folder is in your user's documents folder. If you would like to open gFM Business via your Mac's dock in the future, drag the app icon to the desired position in your dock while holding down the mouse button. 

Starting gFM-Business

Start the software by clicking on the program icon. Confirm the Apple security dialog for opening new applications for the first time. In the login dialog, enter the user name and password that we sent you by e-mail. After the first start, the Welcome Wizard will open in the main menu. 

The welcome wizard

When you start gFM Business for the first time, you must create a document folder in which gFM Business can store documents in the future. To do this, click on the field for specifying the path and confirm the dialog. A folder with the name "gFM-Business" will now be created in your document folder. Click on the "Next" button to go to the next screen. Here you will find some general information about the gFM-Business ERP software. On the next screen you will find information about the current gFM Business version. The third screen shows a brief overview of all elements for navigation and the execution of functions. In the last screen, you can enter the initial master data for your company, which you can edit later in the settings in the "Company master data" module. 

The main menu

After confirmation, the wizard is closed and you are in the main menu of gFM-Business. The main menu contains all modules of the software on the left-hand side, which can be called up with a mouse click. The magnifying glass symbol can be used to search for and call up a data record directly in the respective module. The view can be filtered using the search field above the buttons. In the right-hand area there is a tab element for displaying the last transactions in the billing module, a statistical overview, the last processed data records, open items and unfinished documents as well as items with a stock level below the minimum. The last tab, "Info", displays the gFM Business version used, the logged-in user and other information. 

Click on the gFM Business logo in the top right-hand corner to open the gFM Business Wizard, which you can also use to transfer data from an older version during an update.

Initial settings and defaults

If you have installed gFM-Business for the first time, we recommend that you first make all the settings for your company, which you will find as buttons marked in gray in the third column of the main menu. In the user administration you can create new users who will work with gFM-Business. We recommend that you do not delete the default user. For the automatic archiving of documents, enter the path to the gFM-Business document folder for each user. If you store this folder on a network drive, the path is identical for all users connected to the drive. In the print layout settings, you can specify for each layout in which folder the corresponding documents should be saved. If you operate an online store that is compatible with gFM Business, you can set up an interface for this in the "Online store" module.

I hope you found my instructions on how to get started with our ERP software helpful. You can find more information about gFM-Business in many other videos, please subscribe to our YouTube channel. On our website you will find many more videos, instructions, downloads and a support forum where questions can also be answered directly.