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Create a new project from a template

This article describes how to create a project from one of the templates available in Pario. You can use a template to jump-start a new project, or as a tool to learn by example from the Pario experts.

To create a new project from a template:

  1. Login to your Pario Account at
  2. Once logged in, you will see a screen with tabs for Your Projects, Shared Projects, and Templates
  3. Click on the Templates tab
  4. Choose the template most suitable for your work. Click on it, then click the New From Template... button at the bottom of the screen.
  5. On the next screen, give your project a name and create an administrative login that you can use to access the project. This administrative user will be inserted into your generated application — it does not need to match your Pario developer account.
  6. Click the create button

Done! It's a simple as that. You can now login to your project using the administrative username and password that you used in step 5. Each template includes some sample data to help you quickly figure out what the application is all about. After you've seen your new application in action, you can head back over to the ODE and customize the project to fit your needs.


Phone Directory Template

Maintain a directory of your employees' contact information.

Features & User Permissions

Read-Only users can view the list of contacts and departments within the company. When viewing a department, they can view the contact details within that department, and by clicking the 'Print' button can obtain a formatted PDF listing of the department and its contact details. They can also view a PDF listing of the entire company's Phone Directory through the REPORTS menu.

Dept Administrator users have the added ability to insert/edit/delete contacts within the department they manage, while their permissions for contacts within other Departments are restricted as they would be to a Read-Only user.

Administrators have the added ability to insert/edit/delete users for the Phone Directory system. They can insert/edit/delete contacts in any department, as well as insert/edit/delete the departments themselves.

Sales Order Template

A simple order processing system in which customers place purchase orders which may contain multiple line items, each of which corresponds to one product in certain quantity. Each sales order is packed by an employee for shipping and delivery.

User Permissions

Your customers can insert new sales orders for themselves, but they are not allowed to access any orders but their own [1]. When viewing one of their sales orders, they are allowed to enter a new line item to the order (or edit an existing one) only if the order has not yet been marked as shipped [2]. They can also browse/view product data, but the Unit Cost field is hidden [3] so that the are not able to discover how much you are marking up the product. Customers are also allowed to view/edit their own Customer data [1].

Employees can insert new sales orders for any customer. They can also edit certain sales order data (Status, Packed On) if it has not been marked Shipped, and just like Customers, they cannot enter new line items (or edit existing ones) on shipped sales orders. They can create/manage products and customers, however they are not allowed to delete existing records. They are also allowed to browse all employees in the system but can only edit their own data. Date of Birth is hidden from the browse view [3].

Managers are allowed to do everything an Employee can do plus the following: They can delete sales orders, products, customers, and employees. They are also allowed to create/manage users of the Sales Order system itself.


[1] through row-level permissions
[2] see the WHERE clause on the sales_order reference on the line_item table to see how to do this.
[3] through field-level permissions

Basic System Flow

A Customer will log in and create a new Sales Order. The Sales Order will default to "New" status, with the "Placed On" date field automatically populated to today's date. The Customer can then Insert new Line Items to the order. Each Line Item's "Line No" value is determined using a calc field which counts the number of line items already attached to the Sales Order, including the current Line Item. Once the Customer has finished adding Line Items, they have the option to return to the Sales Order to click the Print button which will output a PDF of the order and it's details.

An Employee (or Manager) can then log in to search for Sales Orders that need to be filled. Once they locate and open a Sales Order, they can view the Line Items and physically pack the order. Once the order is packaged, they will edit the Sales Order and change the status to Packaged. The "Packed On" and "Packed By" fields will automatically populate with the currently logged in Employee and the current date.

Another Employee (or Manager) will log in to browse Sales Orders that are marked "Ready to Ship" (Packaged). They can then edit that Sales Order, changing the status to Shipped, setting the Shipped On date and saving the completed Sales Order.

Pre-installed users

The following logins are present but disabled by default, and must be activated by the administrative user whose credentials you provided when you created the project. We strongly recommend that you change the password for any user that you activate.

Employee login: bonner:bonner
Manager login: manager:manager
Customer login: mills:mills

Quoting System Template

Create quotes comprised of products and product bundles, and provide a printable quote formatted as PDF for customers.

Description & User Permissions

When creating a quote, employees are able to assign quote statuses and delivery methods that are currently flagged as active in the system. From there, products and bundles of products can be inserted as details to the quote. The quote will remain editable as long as its status is 'Pending' (the status code on this record is protected from editing since the system relies on its specific value, 'P' in this case) and the expiration date on the quote hasn't been reached, which is set to 15 days from the quote's creation date.

Products can be included as a detail directly to the quote or may be bundled for organization purposes. Bundles are not preset product packages in the system, they are a grouping convenience on a per-quote basis (eg. "Complete Desktop Computer Package" that contained a monitor, tower, keyboard/mouse). Only active products that have a price detail set will be selectable. The system utilizes this "depends-on relationship to select only the latest price set for that product. The products and bundles of products under a quote will remain editable as long as the quote itself is editable, with the addition of delete privileges for a Quote Processor employee. This also provides a sort of automatic price auditing as product prices cannot be deleted or edited, only a new price can be inserted for a product. Older orders will maintain the reference to the price point at which the product was set at the time of editing the quote.

Once products are added to the quote or are placed into bundles added to the quote, a variety of calculations will take place on the quote. Sales tax is calculated automatically for the quote as well. The system assumes your business is located in Pennsylvania, but you can easily change this in your copy. Quotes for deliveries shipped outside of Pennsylvania are exempt from sales tax; for all other quotes, taxable products are subject to Pennsylvania's 6% sales tax rate.

Quotes can only be deleted by a Quote Administrator or an Administrator and only while the quote is editable ('Pending' and not expired). To create a printable quote to be delivered to the customer, an employee can view an individual quote where a 'Print' button will be visible at the top of the record, the system will generate a formatted PDF including the quote, bundle and product details. The format of the quote is specified in the quote report's custom XSLT.

Pre-installed Users

The following logins are present but disabled by default, and must be activated by the administrative user whose credentials you provided when you created the project. We strongly recommend that you change the password for any user that you activate.

Administrator: admin/pass
Quote Administrator: quote-admin/pass
Quote Processor: quote-processor/pass

Asset Tracking Template

Track company assets (computers, printers, etc.) used by your employees.

User Permissions

Employees are able to search for assets by location, department, type or description, but can only edit their own assets, as well as enter comments for their assets. Employees are also only able to view and edit their own Employee record.

Technicians are allowed to enter information on company assets in order to track their locations, associated costs and other various attributes. Each time maintenance is performed on an asset, a maintenance record can be created on the asset record including the cost of the work, what was done, and who did it. A running total of all maintenance costs is calculated and displayed on the main asset record and can be used to determine if an asset should be replaced.

Technicians are also given access to an "Upcoming Maintenance Work" PDF report which will output a list of any outstanding maintenance requests with a begin date within the next two weeks (or any date in the past), and can be filtered by location and/or department. The report will also include any maintenance work performed on the asset in the past.

Administrators are able to create/edit/delete assets, employees and users.

Pre-installed users

The following logins are present but disabled by default, and must be activated by the administrative user whose credentials you provided when you created the project. We strongly recommend that you change the password for any user that you activate.

Employee login: employee / employee
Technician login: technician / technician

Expense Tracker Template

Track expenses and reimbursement checks for your employees.


Employees can insert/edit their categorized expenses and view their reimbursements, but they are not allowed to see any other employees or their related expenses/reimbursements. Accounting users can create/manage employees, create reimbursement checks, and associate any unpaid expenses with new checks as long as the expenses are for the same employee to whom the check is paid. Once a check is marked as "cut" then no further expenses can be added or removed, and its associated expenses can no longer be modified/deleted. For auditing purposes, Accounting users can record the cleared date for a check after it is deposited or cashed. Once a check is cleared it cannot be modified any further except by an Administrator. Administrators are also responsible for creating login users, assigning roles, and relating the corresponding employee if applicable.

The total payment amount on each check is calculated from its associated expenses. Each employee has calculations for total expenses, YTD, MTD, pending (associated with a check that hasn't been cut yet), and unpaid (associated with no check). Similar calculations are available on the Expense Type table, which reports the same calculations per each type over all users. Additional hidden calculations such as is_my_expense and is_my_check are used to control row-level permissions, i.e. to define which records regular employees are allowed to view.

Pre-installed Users

The following logins are present but disabled by default, and must be activated by the administrative user whose credentials you provided when you created the project. We strongly recommend that you change the password for any user that you activate.

Employee: abonner / abonner
Accounting: accounting / accounting

Pario Solutions

Pario currently has the following business applications included:

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