When you start using Prim.IO, you get a system that you have to set up according to your way of working and “populate” with your data. For this reason, the first user contact that will administer the system from the client side is the System Settings interface. The interface is no more than a list of 25 steps that walk you through all the menus, but allow you to quickly do some of the initial configuration. If you go through all the steps consequently, you should be sure that you won’t miss anything “vital” to the system and won’t be constantly coming back to tweak it when you’re already using it.
Note that if you have created a demo system, it is full of information. The purpose of the demo system is to give you an idea of what our product capabilities are and what the reports look like. This is only possible if the information is there and most settings have been made. If you already want to work with Prim.IO, you’d better create a test version. This is done from the Price Plans page of our website.
If you’ve set up a test system, you’ll notice that it’s not completely empty either. It has presets for the company, roles, offices, warehouses, bank reconciliations and tills, etc. Our idea was to be able to get started as quickly as possible to minimise presets. In this case, at some of the steps you will only need to edit an already created object or if necessary delete an unnecessary one.
Advice from our implementation consultants:
“Before you start filling in anything, look at the system, try to understand its logic. Then if you want, even describe your procedures and processes, but be sure to discuss them with your Prim consultant. The system is designed to do a job for you, to help and facilitate you, but before it is implemented and starts working for you, you need to be aware of its core, rules and restrictions.”
The interface consists of a Header (1), a List (2) and a Work Panel (3). When you first open it, almost all settings are blank and colored red. Your task is to go through each item in the row that is rendered in the Priority column, fill them in and then mark as configured, which will color them green.
Header (1)
In the Header (1) is the name of the “System Settings” interface, and just below it are three ticks that control the List view (2).
- table – the settings are sorted by priority in table form;
- tree – settings are sorted by groups in a tree;
- unconfigured only – only unconfigured settings are filtered.
List (2)
On each line of the system settings list, there are two buttons that serve to:
– button to indicate whether the settings have been passed. Red tick means unconfigured and green tick means configured. Changing the status (and therefore the color) is done by clicking on the tick itself.
– opening the settings in the Work Panel, where you make the necessary configurations.
Working panel (3)
In the working panel you will find the different settings according to the selected step where you have to enter information.