This section explains how to set the basic parameters of your company, e.g. Beginning Inventory, Financial Position, Header and Footer, Warehouses, Customers, Suppliers, Partner groups, etc.
No matter which registration method you used to sign up, the process of setting up your company is always the same.
To work properly in ERPAG you MUST take the steps described below.
There are three types of steps that you need to take in order to work properly in ERPAG, e.g. required, custom and integration steps.
Required steps include all the necessary options without which it is not possible to work ERPAG;
Custom steps include the options that allow you to generate precise accounting reports and records of all business changes in your ERPAG account;
Integration steps include the options that allow you to integrate ERPAG with other online services.
Therefore, in order to work properly in ERPAG follow the steps below:
Set up the basic data of your company (company name, country, city, tax ID, etc.)
Set up user accounts and user privileges.
Set up Document Templates (Header and Footer).
Set up warehouses
Make the Beginning Inventory document
Add business partners, i.e. banks, suppliers, customers, etc.
Set up bank accounts
Define your financial position, e.g. inventory, banks, fixed assets.
Create price lists