Paradigm ERP: Pre-Go Live Checklist

The arrows (↗) shown in this document link to related FAQs about each topic.

Set Up – Data

Inventory ↗

• Create missing products ↗
• Create/Assign Categories and Subcategories ↗
• Create Assemblies
• Create/Assign Item Classes ↗
• Remove unneeded products ↗
• MTO items for items being produced
• VAM for coils being painted from raw coil
• Kit/Bundles for groups of items ↗
• Create and clean up units of measure ↗
• Assign machines ↗
• Assign warehouse locations ↗
• Assign Reorder points, quantities, and people responsible for ordering ↗
• Assign Vendors ↗
• Add barcodes and aliases ↗
• Add needed substitutes for coils and other products ↗

Pricing

• Create Price levels ↗
• Assign customers to a pricing type ↗
• Create customer category discounts (where needed) ↗
• Create customer special prices (where needed)

Customers

• Addresses
• Ship IDs ↗
• Credit limits ↗
• Tax codes ↗

Vendors

• Addresses
• Contact Sites
• Tax Codes ↗
• Default Expense Account ↗

GL Accounts ↗

Taxes ↗

Employee Set Up

• Create Employees ↗
  • Assign Salespeople ↗
  • Assign Fulfillment employees ↗
• Define process for calculating & recording payroll and then importing into
  Paradigm
  • Payroll Importer ↗

Ship Vias ↗

Terms ↗

Reports

• Review all customer facing reports, and request changes as needed.
• Add any new reports that are needed

User Account Setup ↗

• Assign admins
• Turn off forms that users do not need
• Assign Default Salespeople ↗
• Set Up Emailing ↗

Filters

• Create any necessary custom saved filters for list screens

Final Data imports after final business day pre-go-live

• G/L balances
• Unreconciled Items
• A/R by invoice
• A/P by invoice
• Inventory Count

Set Up – Hardware/Terminals/Other

• Install Paradigm on Workstations ↗
• Credit Card Readers ↗
• Signature Pads ↗
• Printers
  • Label printers at Production ↗
• Barcode Scanners – Sales Counter and Production
• Additional server setup (IT)
  • Backups (differential every two hours, full every night)
  • Set up process to move backups off site

Training

Sales

See this document for sales training: Paradigm ERP Sales User Training Topics 

Inventory Control

• Counting inventory ↗
  • Physical count worksheet
  • Physical count analysis
  • Inventory adjustments
  • Quick Adjust ↗
• Inventory Discard ↗
• Creating Promotions ↗
• Manufacture Orders ↗
• Production ↗
  • Which tab to use
  • Splitting builds ↗
  • Substituting components ↗
  • Order of priority
  • Locking/Printing/Completing
• Order Pulling (Fulfillment Pro) ↗
  • Selecting correct warehouse locations
  • Having helpful filters set up
  • Ignoring lines
  • Printing document
• Import/Export ↗

Accounting

• Month End Close Process ↗
• Bank Reconciliation ↗
• Paying Sales Tax ↗
• Refunding customer credit balances ↗
• Journal Entries ↗
• G/L Closing Dates
• Creating new G/L accounts ↗
• Batch posting ↗
• Creating finance charges ↗
• Receiving payments ↗
• Paying bills ↗

Dispatching ↗

• Outgoing
• Creating trips ↗
• Assigning stop order
• Printing paperwork
• Assigning freight charges ↗
• Converting orders
• Posting back-orders
• Completing/deleting trips
• Incoming
• Transfers

Misc

• Company Website (Trim Draw, Fulfillment Pro, Customer Portal)
  • Create company standard trim drawings ↗
  • Making new logins (Customer/Employee) ↗