Skip to content
English
Go to website
  • There are no suggestions because the search field is empty.

Get started with ParagonERP

Introduction

This article explains everything you need to know to get up and running with ParagonERP.
 
 

Getting to know ParagonERP

By understanding the basic concepts that we used to build ParagonERP, your setup process will be easier and more enjoyable. You can start with these documents:

  1. What are attributes and attribute values?
  2. What are associations?
  3. How the home screen works
  4. How do transaction screens work?

 

Test Mode

When starting off with ParagonERP, it is recommended to spend time exploring the system through ParagonERP's test mode. You can think of test mode as your playground to learn the system. Feel free to use test mode to run through the different modules listed below in this document.
 
Once you have completed the tutorial, and have started to use your live system, you can always reset test mode - which will replace the test mode data with data from your live system. Test mode can then be used to test new procedures and processes safely prior to testing them out in the live system.
 
To learn more about accessing and using test mode, take a look at our article use the test mode manager.

 

To-do list

This is your to-do list. Once it is complete, you'll be set up and ready to use ParagonERP. If you encounter any issues along the way, you can reach out to us by emailing your questions to support@paragon-erp.com.

 
 
If you forgot your password or want to reset the password you got in your ParagonERP welcome email, go ahead and do that using the forgot your password option.
 

 

  • My Company info

Every system requires default settings to ensure that at least the very minimum functionality is ready to go. ParagonERP is no exception and we invite you to explore the My Company module to help get you off on the right foot. 

 

  • Attributes

This is where you decide what fields of information you want on your products, orders, customers and every other module in ParagonERP. It's completely up to you what each field is called. Make sure you plan this process carefully as you will need specific attributes when uploading data.

  1. Set up attribute with a list to choose from 
  2. Set up date attribute
  3. Set up on/off attribute
  4. Set up money and currency attribute
  5. Set up free flow text and number entry attribute

 

  • Transaction and Reference screens

  1. How do transaction screens work - here we explain how to navigate your transaction screens so you know where to find the sections you need in the set up screen.
  2. Set up your reference screens. This step tells you how to take your fields of information created in attribute setup and add them to the corresponding screens.
 

  • Accounting

  1. Set up accounting parameters
    1. Set up taxes
    2. Set up currency and exchange rates
    3. Set up fiscal periods
    4. Set up GL accounts
    5. Set up GL links

 

  • Locations and references

  1. Set up locations (only if you have more than one warehouse location, or if you want to divide your warehouse into different areas, seasonal, etc.)
  2. Enter your data
    1. We suggest you start by manually creating a few products, customers and materials. You can try this in test mode first, if you like.
    2. Once you've done this, you can use the universal translator to import the rest of your data.

 

Users and security

  1. Set up security profiles
  2. Create new users and give them access to Paragon

 

What's next?

Now you're all set, so log in and get started!