These are some of the most common tasks in setting up P3Source in a new organization. Very often setting up and customizing these features requires policy decisions in addition to the technical tasks. P3Support can help you identify what you need to customize to achieve your specific goals.
First, identify your system administrators. They should study the help pages related to the following Enterprise customization features.
- Import Suppliers - You can add Suppliers as you go, but if you have a list from another system, this can save time.
- Import Customers - You can add Customers as you go, but if you have a list from another system, this can save time.
- Set up the Enterprise User List - Each user in the enterprise group will need to have certain rights and restrictions.
- Standard Messages and Terms & Conditions - P3Source has robust features that allow you to customize the standard email messages generated by the system as well as several places where Terms & Conditions can be customized.
- Logo Customization - You can customize the reports and emails generated by P3Source with your company logo or other graphics.
- Customizing the Job Status list - Very often the Job Status list needs to be customized to reflect the specific work-flow of the customer organization.
- Customizing the Print and Inventory Type Fields - These fields appear on the Job Master window and can be used to classify your jobs. The fields can be relabeled and the selections on the selection lists can be customized.
- Modify the labeling of Purchase Orders - Some organizations use terms other than "Purchase Order" so this label can be modified.
- Items List Configuration - The Items list can be configured to use terms specific to each customer organization.
- Cost Tracking Configuration - If you will be using P3Source to track bills from your Suppliers, you may want to adjust the cost tracking categories.