This FAQ will go over how to create customer web logins. The customer will use this login to access the Customer Portal. Company Website To begin, go to the internal website. The URL for that can be found by going…
This FAQ will go over how a customer would use Customer Portal to create a quote or an order. First, log into the account and select quotes or orders from the header. In this example a quote will be created.…
Paradigm has the capability of sending emails directly from transaction forms and list. This how-to will cover setting up customers to receive statements by email instead of mail, emailing from various forms and lists, resending emails, and email signatures. Instructions on…
This FAQ will go over how to return payments. The main reason for returning payment would be the case when a customer’s check bounces (also known as a bad check) and it has already been included on a deposit. If…
This FAQ will go over how to create and edit Fulfillment settings for an employee. Information on how to create a new employee web login can be found here: Create Employee Web Logins To start go to System > Company…
This FAQ will go over how to receive material in Paradigm. It is important to receive the material into the inventory as soon as possible after it has arrived, so that Paradigm shows that it is available for sale. See…
The purpose of the Physical Inventory feature is to reconcile the actual inventory with the reported inventory in Paradigm. Different companies will do physical inventories on different schedules, but an annual inventory is common. Physical Count Summary This physical inventory consists of…
This FAQ will go over how to use the inventory import and export features in Paradigm. Note that it is an administrative process that can cause expansive issues quickly with improper usage, so be very careful when using this feature.…
How do I directly affect my General Journal Account balances? Journal Entries 1. To add a new Journal Entry, go to General Ledger > Journal Entries. 2. Add a new entry by clicking the green plus sign at the top of the…
This FAQ will go over the cash payment rounding level, that can be used to round cash payments to a certain level ($0.05, $0.10, etc). This is a useful feature for rounding cash payments to a certain cent, now that…
