Estimated reading time: 3 minutes
Congratulations! You’ve just made the most important decision for your business: you’ve purchased the perfect software to help you grow to the next level!
However, that is just the first step, and I’m sure you are asking yourself, what comes next?
So, here are the first few things you have to do to get started with Erpag.
REGISTERING THE PAYMENT
The first thing you need to ask yourself is ‘do I have an Erpag trial?’
Why is this important?
It’s simple, if you don’t have a trial database open, we will not have an account to register.
So, if that is the case for you, please open a trial and send us an email letting us know which email you’ve used to apply a payment, as well as which email you’ve used to open a trial and we will register your account in no time!
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!
But, there is no need to wait for that to happen! As soon as you purchase the license, you can start using the system in full capacity, adding users and everything else, since all the changes you make will be saved.
Now that we have all the technical stuff out of the way, we can open our Erpaga account and start with the implementation.
CLEAN DUMMY DATA
We’ve populated our database with dummy data for testing purpose, but now that you want to start using your own data, you might ask your self ‘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:
ACCOUNT INFORMATION
Then you might ask your self ‘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. But 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
And last but not least, you might ask your self ‘how do I make this account specific to my business?’
This is the time to add:
- The company name
- Address
- Owner
- Logo
You can do that under the Administration > ERPAG account.
Once you adjust this and save the changes, you’re good to go!
The initial setup is done and the data import journey can begin!
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