Signing Up
View More ....Signing up for Prime Station ERP is quick and easy. Simply visit primestation.com and scroll down to the plan selection section. Choose the plan you'd like to try and click on it.
This will take you to the sign-up page, where you'll need to provide your company details. Afterward, click the “Sign Me Up” button and wait for your account to be created.
Next, check your email inbox (the one you used to sign up) for an email containing your login information. The password you set during the sign-up process will be included.
Once you log in, you'll be directed to your account dashboard. That’s it — you're all set!
Module Selection
View More ....To select modules for your ERP, follow these steps:
- Visit the "Module Selection" page on PrimeStation.com.
- Fill out the form with your registration details. The information provided here will be used to set up your company profile on the ERP, so please ensure accuracy.
- Choose the modules you need for your ERP. Note that the plan you select initially is not final. Your final plan will depend on the modules you decide to keep after the 15-day trial period.
- After selecting all desired modules, click the "Submit" button.
Your account will be updated within 24 hours.
Setting Up Your ERP Software: Company Information
View More ....The first step in setting up your ERP software is to enter your company information. Your company is listed as the first "third party" in the system. You can access it either through the side menu or by using the shortcut at the top of your dashboard.
Edit Your Company Information
Click on your company name and begin editing.
Since Prime Station ERP is used worldwide, it supports both sales tax and VAT settings.- If you are a U.S.-based company, you can leave the VAT ID field empty.
- Most fields are optional, so feel free to leave any blank if you do not wish to input that information.
Save Your Changes
Once you've completed your edits, click "Save" to save your company information.Set Up Contacts
The next step is to add your company contacts.- Click on the Contacts tab, then click Add to include any relevant contacts for your organization.
Additional Company Details
You can also add the following information if needed:- Related Items or Products
- Payment Methods
- Notes
- Linked Files (e.g., licenses, certificates)
- Company Events
Once all information is entered, you’re all set!
Prime Station ERP User and Permission Management
View More ....Prime Station ERP allows you to create an unlimited number of users. For example, we’ve just created a new user, Jason Smith. Once a user is created, it’s essential to assign them to a permission group. This group determines the information the user can access or modify. You can create as many permission groups as needed.
How to Create a New Permission Group:
Access the Group Creation Menu:
- Open the side menu and click on "New Group".
Name the Group:
- Choose a name that reflects the job position or role, such as "Manager" or "Sales Team."
Configure Permissions:
- Turn individual modules on or off based on the required permissions for the group.
- Use the "All" or "None" buttons to quickly enable or disable permissions for the entire section.
Save Changes:
- Settings are automatically saved as you adjust them.
- Review your changes to ensure accuracy.
Access the Group’s Main Page:
- Click the "Card" tab to navigate to the group’s main page.
Assign Users to the Group:
- Add users to the group. Remember, all users within the same group will share identical permissions.
- If even slight variations in permissions are needed, create a separate group.
You’re All Set!
By following these steps, you can effectively manage user access and permissions in Prime Station ERP.
Setting Up Financial Account Prime Station ERP
View More ....Creating a financial account is essential for using Prime Station ERP. All financial transactions, such as invoices and payments, require a financial account to be established in the system.
Follow these simple steps to set up your financial account:
Navigate to the Setup Page:
- Open the Dashboard.
- Click on "New Financial Account" to access the setup page.
Enter Account Details:
- Provide the details for your checking, savings, credit card, or cash account.
- Note: These accounts are not directly linked to your bank. By recording each transaction in the system, your account balance should align with your bank statements.
Create the Account:
- Once you've entered all the required information, click the "Create Account" button.
That's it! Your financial account is now ready, and you can begin managing transactions in Prime Station ERP.
Add New Products Prime Station ERP
View More ....To ensure accuracy in sales orders, invoices, and inventory management, it's essential to correctly add all your inventory products into your ERP system. Follow these steps:
Access the New Product Page
- Go to your dashboard and click “Add a New Product”.
Enter Product Information
- Fill in the essential details for the product. Once complete, click “Create”.
Add a Product Image
- After creating the product, you can attach additional information, including a product picture:
a. Click on the “Linked File” tab.
b. Under “Attach a New File”, click the “Choose Files” button.
c. Select the desired image and click “Okay”.
d. Finally, click the “Upload” button to assign the image to your product.
- After creating the product, you can attach additional information, including a product picture:
Add Optional Information
- You can add other details as needed.
And that's it—your product is now fully set up in the system!
Create New 3rd Parties
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