First steps with PANTHEON

Installing the program

The work with the program starts when you install the program on your computers after the purchase. For instructions on how to install the Datalab PANTHEON program package, see the chapter Installation of PANTHEON and required components. The program can be installed in several different ways, depending on the license scheme you have chosen.

Activating the serial number/installation code

The activation of the serial number/installation code allows you to use the program package with all the purchased functionalities. The activation of the installation code is done initially in the Administration Panel. For more details on the activation procedure, please refer to chapter Activation of installation codes.

Basic settings for company

Basic company settings are made in the Administration Panel, where you enter the company name and other information you want to appear on company reports, including the logo. Here, you need to specify the financial year, the company calendars, the rounding method and the affiliated companies.

Program parameter settings

You can define how program works for each module in the Program parameters in the Administration Panel. In addition to defining the settings for each module, the program parameters are also used for making settings related to the general program operation, upgrades, data archiving, general menu display, automatic tasks, analytical panels (Zeus), etc.

Creating users and authorizations

Allow users to access the program by creating various levels of user access. Depending on the licensing scheme you choose, the levels of user access are created either directly in the program or via HostingRobot. Authorization rights (permissions) are set up for users, allowing them to use the program at different levels and with restricted access.

Company organizational units and warehouses

A company is divided into different organizational units, called departments or other structures defined in the program. Company's assets are stored in different warehouses, which may be separated by location or only fictionally separated to monitor the business process more easily. The organizational units and warehouses of a company are defined in the Subjects register.

Setting up the chart of accounts

The chart of accounts forms the basis of every company's accounting work. This is how a company makes its business transparent and guarantees its accounts to the state. In PANTHEON, the chart of accounts needs to be set up as soon as you start using the program. For detailed settings and examples of use, please read the chapter Accounting at Tecta.

Setting up document types

Different document types allow you to systematically collect and archive the documents you keep in your company. The document types in PANTHEON are created according to the company's business process, the need for analytics and different settings that make it easier for users to work with the program.

Entering subjects

Subjects are all business partners the company does business with. In PANTHEON, these are entered in the Subjects register, where other business entities are also defined. The entities you do business with can be downloaded from the AJPES database or created manually.

Entering items and registers linked to items

Items include everything you do business with in the company: materials, goods, products, services, packages, etc. These are entered in the Items register, where you also define their key characteristics: price, tax rate, categories, accounts, etc. Item IDs can be entered manually in PANTHEON or imported from an Excel spreadsheet.

GOODS module

In the Goods module, retail businesses define the settings for invoice fiscalization and enter data on existing stock and orders.

Setting up fiscalization

The tax confirming (fiscalization) of invoices is legally binding for all those who issue cash invoices or conduct retail sales in the Republic of Slovenia. The process of setting up fiscalization has several steps: creating an Internal Act, obtaining a certificate and defining the settings in PANTHEON.

Entering initial stock by warehouse

When an existing company with stock in its warehouses, a document with data on the stock of items by warehouse is created when switching to PANTHEON. The data on item stock is entered in terms of quantity and value. The stock records can be created manually or imported from an Excel spreadsheet.

Entering existing orders

For an existing company with open orders from customers or suppliers, an order document, to which data on existing orders will be transferred, is created when switching to PANTHEON.

FINANCIALS module

In the module Financials, users enter the initial balance of the general ledger and subsidiary accounts, define settings for posting, payment transactions and for various reports.

Entering general ledger and subsidiary accounts initial balance

For an existing company, a document is created where the initial balance of the general ledger and subsidiary accounts are transferred when switching to PANTHEON.

Setting up automatic posting

Automatic posting provides a fast way for posting. However, before this process is automated, it is necessary to define settings for: chart of accounts, accounts in relation to the Document types register of the Goods module, the method of filling in the linked document for the Receiving and/or Issuing type of documents, accounts in the payment method (for automatic cash posting of cash transactions), etc.

Setting up transactions

The module for transactions in PANTHEON is designed to monitor the payment of a company's liabilities. You can use the module to prepare domestic payment orders and foreign transfers, import bank statements, view account balances, fill in payment order forms and the ODO form for withholding tax. For the features to work properly, the necessary settings must be made at the start.

Financial reports

The Financial reports module is a tool for creating balance sheet reports and comparing them. At the end of the financial year, year-end reports are prepared. The data for the calculation is read directly from the general ledger entries according to the entered date criteria and formulas. The basic parameters for the financial reports are defined in the Register panel, while the calculations and printing are performed in the Financial reports module.

Reports for the state

Reporting to the government is a legal requirement and is performed by each individual company depending on the area and scope of its business.

Personnel and Payroll module

In the Personnel and Payroll module, employee files can be created and the settings for work types and earnings types can be defined.

Setting up personnel and travel management

The area of human resources and travel orders is well defined by law in the EU. To this end, the settings in PANTHEON must be properly adjusted to allow the correct accounting and reporting of data to employees and the State.

Creating employee files

The company keeps records for each employee. For this purpose, personal files are created. The data for the personal folder can be imported into PANTHEON or created manually.

Setting up work types and earnings types

A special area in the module is payroll. To make sure that the accounts are correct and cover all the specifics, the settings for the types of work and earnings must be defined at the start.

MANUFACTURING module

Setting up manufacturing

The Manufacturing module in PANTHEON is designed to monitor and control the entire manufacturing process. The Manufacturing Scheduling (MF) enables material and time scheduling of product manufacturing with the aim of ensuring on-time delivery to customers and optimum use of capacities.

Creating bills of materials

Bills of materials (BOMs) are used in manufacturing to determine the structure of a product. The Basic BOM in PANTHEON is the basic element of the multi-level BOM structure of products. It forms the basis from which data is used to create a plan BOM or a manufacturing BOM, which are adjusted to the manufacturing requirements.

Creating plans

Planning is one of the key processes in manufacturing, where purchasing and sales processes are also included in addition to manufacturing itself. The planning process is generally carried out in hierarchical planning cycles, from the strategic long-term level to the operational short-term level.

Processing work orders

Work orders in PANTHEON are virtual documents that represent the link between manufacturing documents. They are created based on a sales order or plan. Together with the bill of materials (BOM), they contain all the necessary information for the product to be manufactured on time.

In the context of the manufacturing process, work orders are the instrument for the internal issue of materials and services. Based on the work order, the finished product or semi-product is returned to the destination warehouse using an internal receiving slip, which provides information on quantity and value.

Designing reports

Reports are an important part of the documentation that a company sends to its business partners or uses for its own purposes. PANTHEON offers a wide variety of report types that are predefined and can be configured for use. If additional reports are needed, they can be individually designed according to the company's requirements and needs.

Activating and setting up eBusiness features

eBusiness is the future of doing business. Before a company starts to use eBusiness, an individual feature must be activated and certain settings must be defined in PANTHEON.

Setting up business analytics

The goal of every company is to be successful in their business and constantly improve it. To monitor its performance and achieving objectives, a company may prepare various analyses and reports to gain an insight into the state of their business. The reports are sent automatically by email.