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Getting started With Paragon ERP – First steps*

Welcome to ParagonERP! This article will show you the basics to get your business up and running on Paragon. Together, we will set up your product in Paragon.

Introduction: Setup my company

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

Step 1: Enter test mode

When starting off with Paragon, it is recommended to spend time exploring the system through Paragon’s test mode. You can think of test mode as your playground to learn the system. For this tutorial, ensure that you are always logged into test mode. Once you have completed the tutorial, you can always reset test mode – which will replace the test mode data with data from your live system.

Learn how to use test mode here: https://docs.jonar.com/knowledge-base/how-to-use-the-test-mode-manager/

Step 2: Explore the default product module

Paragon comes with default modules set up for you. These modules represent distinct components of business, such as customers, shipments, journal entries, and more. For now, let’s take a look at your current product module.

Follow this guide: https://docs.jonar.com/knowledge-base/how-to-create-a-product/

Step 3: Modify our product reference screen

Although Paragon is set up with defaults, you can make modifications to suit your needs. Go ahead and make some modifications to your product reference screen:

https://docs.jonar.com/knowledge-base/how-to-set-up-reference-screens/

You may have noticed that some modules, such as product, material, labour, and customer, have screens that look different than other modules such as purchase order, shipment, and invoice. That’s because reference modules are different than transaction modules.

Modifying your transaction screen is very similar to modifying a reference screen. You can learn how to do so here:

https://docs.jonar.com/knowledge-base/how-to-set-up-transaction-screens/

Step 4: Add some custom attributes

Paragon comes with default attributes as well, but you can make custom attributes to suit your needs. There are five types of attributes in Paragon. Select one or two types of attributes to add as custom attributes for your product.

  1. Freeflow text or number entry: This type of attribute is used for fields of information that need to be entered manually (by typing), and are not predetermined to pick from a list. For example, somebody’s name or phone number is a freeflow text entry. For more information on how to create freeflow or number entry attributes, please click here.
  2. List to choose from: This type of attribute has a pre-defined list of choices. You choose an option from a drop-down list to fill in the attribute with a value. For example, season can create a drop-down list including: Spring, Summer, Fall and Winter. For more information on how to create lists to choose from, please click here.
  3. Money and currency: Any attribute that needs to be formatted with decimals and a currency symbol should be a money and currency attribute. For example, sales price, purchase cost and credit limit are money and currency attributes. For more information on how to create money and currency attributes, please click here.
  4. On/Off: This type of attribute has two options: yes or no (on or off, applies or does not apply, includes or does not include, etc.) It displays in the form of a checkbox that can be selected or deselected. For more information on how to create on/off switches or checkboxes, please click here.
  5. Date picker: If you choose this attribute type, you’ll be able to choose a date from a calendar tool. For more information on how to add a date picker or attribute, please click here.

To learn more about what attributes are for, follow this link: https://docs.jonar.com/knowledge-base/what-are-attributes-and-attribute-values/

Step 5: Upload some data

There’s no need to manually enter all your business data into Paragon. You can use your uploading tool to do so instead. Go ahead and try uploading some products.

Uploading data: https://docs.jonar.com/knowledge-base/how-to-upload-or-transfer-my-data/

Now What?

This tutorial has now walked you through how to set up and upload your products. You can do the same for many other modules. Access the rest of our documentation here.

Updated on September 20, 2019

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