Title:

Getting Started CheckList

Products: Paramo Pro
Last Updated: 10 April 2015

Company Details

See first time company setup.  Most settings can be updated later.

Required 

OK

1. Company Name using 'Inital Company Setup'

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2.  Company Addresses

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3.  Company Logo (.jpg or .gif, max width 175 px, max height 100 px)  *
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Optional 

OK

1. Inventory Image Path (website path or local) / Weight Unit / Dimension Unit

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2. RegistrationNo / TaxNo / Website / Fiscal Year

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3. Invoice / Purchase / Quotation / Shipping Terms Text

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Settings 1

Action

OK

1. Customer and Supplier Regions **

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2. Production Standard Cost Codes /  Reject Codes

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3. Sales Order Types and Sources

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** Regions preloaded with 'National'

Settings 2

Action *

OK

1. SMTP email *

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2. Display Date Format / Image Cache / Customise Labels / Ageing Invoice Spacing

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3. Numbering - Sales Orders / Stock Orders / Quotations New & Current
 
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4. Numbering  - Sales Invoices / Shipment Nos / Credit Notes / Debit Notes
 
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5. Numbering - Lot Nos / Serial Nos

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6. Custom Labels for Shipping, Accounts,Sales, Purchase , Inventory.

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* if not checked, the default email client will be used.


Shipping Method

Action *

OK

1. Set Shipping Methods

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Inventory Setup

Action *

OK

1. Inventory Warehouses (preloaded: 'Main Warehouse')

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2. Item Category Tree (preloaded 'Any')

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3. Stock Keeping Units (preloaded: 'ea')

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4. Item Material Codes (preloaded: 'Any')

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5. Item Colour / Size / Brand Codes /  User Defined Labels *
 
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6. Item Model Codes *

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* optional.

Import / Enter Item Records

Setup Options

OK

1. Category based
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2. Model Matrix - Material / Colour Size Range
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* for all import record options see


Warehouse Locations / Credit Initial Stock

Setup Options

OK

1. Import Files - Generate Item Lists by using the following reports
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Customers / Suppliers Import

Action *

OK

1. Generate Templates and delete columns not required

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2. Get customer account closing balances ( if not known use zero as an initial entry)

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3. Sort by following defaults: 
  • Currency, Tax Location (e.g UK VAT), Region 
  • Price Type
  • ShipMethod
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4. Repeat for Supplier Records.

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5. Add supplier prices lists.
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General Ledger Accounts

Action *

OK

1. Determine the value of stock and make an entry in the Opening Stock Account (debit the Opening Stock account and credit a Capital account).  See accounting for stock


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2. Prepare a trial balance of existing ledger accounts and transfer the balances to the Accounts using the general journal.



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