Estimated reading time: 4 minutes
Congratulations! You’ve just made the most important decision for your business; purchasing the ideal software helping you grow to the next level!
However, that is just the first step, and I’m sure you are asking yourself, what comes next? You need to start and implement the system effectively.
Here are the first few things you have to do to get started with ERPAG and implement the processes smoothly.
REGISTERING THE PAYMENT
Simply click on the trial link to register: ERPAG
and on the homepage, a “Pay now’ button should be visible which takes you to a secure payment link.
We do not have recurring payments, for security reasons and we do not store any credit card information. Payment is always actioned from the user’s side, therefore no need to worry.
Our clients always receive the option to pay via a link, from the “Renew” button via ERPAG’s dashboard.
Automatically upon payment, you will have 5 User’s included in your package.
You will find this in Administration > Users.
To add more users in the system: Administration > ERPAG account > License, where you can start implementing additional user access.
URL
The second very common question is ‘why does my URL say ‘trial’?’
When you issue a payment, it takes about 24 hours for our developers to transfer your database to a dedicated server (nearest to your location). This is because either they don’t want to disrupt your workflow or they are transferring clients one by one and it’s just not your turn yet!
However, there is no need to wait for that to happen! As soon as you purchase the license, you can start using the system in its full capacity, all changes you make will be saved.
Now that we have all the technical stuff out of the way, we can start with the basic implementation. You should start and implement changes according to your business needs.
CLEAN DUMMY DATA
We’ve populated our database with dummy data for testing purposes, now that you wish to start using your own data, you might ask yourself ‘how do I get rid of the dummy data?’
All you need to do is to go to Administration > Database/backup and hit the clean database button – and by doing exactly that, you will be able to start fresh and implement your own data:
ACCOUNT INFORMATION
Then you might ask yourself ‘where do I put all the general information?’
When you clean your database you will get a popup window to choose the country, and when you do, most of the information such as tax location, domestic currency, time zone, etc will be automatically adjusted. Although it never hurts to double-check and you can do that by following the instruction from this link:
https://learn.erpag.com/project/products-and-services/untitled-3/localisation
COMPANY INFORMATION
Last but not least, you might ask yourself ‘how do I make this account specific to my business?’
This is the time to add:
- The company name
- Address
- Owner
- Logo
This is actioned in: Administration > ERPAG account.
Once you adjust this and save the changes, you’re good to go!
Implementation is all done from the User side, however we do provide support and guidance in the form of live chat, email, zoom,
shared screens, manuals, information blogs, support calls and videos.
You and your team are always welcome to reach out by:
Using the Support Ticket option (ERPAG dashboard) – for technical /AI/ integrational questions.
The initial setup is completed and the data import journey can begin! Implementation tasks should be prioritized as planned for optimal results.
ADMINISTRATION > IMPORT Data table.
Alternatively, you can import xls file and then map the columns for import:
Video tutorial. The interface is from an older version of ERPAG however the process is the same: https://www.youtube.com/watch?v=6b5JvDbUAaw
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