Customer Portal: Overview
This FAQ lists out all documents related to Customer Portal, as well as the Customer Portal demo.
Jadon L Martin
Consignment Coils
The video in this FAQ will go over how to manage consignment coils in Paradigm. Related FAQs
Import Lines Into A Transaction
Transaction detail lines can imported by clicking on the “Import File” button in the header on a transaction. From here, choose the file and the settings for the import. Standard Import Format (Fields Marked with an Asterisk will be Imported)…
Credit Card Processing Set Up
This FAQ will go over setting up credit card processing for EBizCharge or External Credit Card processing. The configuration is done in two parts, company-wide configuration and per-workstation configuration (System > Local Settings). Company-wide configuration only needs to be done…
Margin And Cost Visibility
This FAQ will go over how to show or hide the cost and margin on a transaction. These columns can be added and saved in the default company layout if they should always be shown, see the article Customize Transaction…
Assign To Different Machine
This FAQ will go over how to assign builds and orders to a different machine in production. Assign An Order To A Different Machine Right clicking the order in any of the production screens will show an option called “Assign…
How To Do A Physical Inventory
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…
Inventory Import: Inventory Item Images
This FAQ will go over importing and assigning inventory item images in Paradigm. More information on inventory import & export can be found here: Inventory Import & Export The inventory item images table contains the URLs for the images shown on…
Item Images
This FAQ will go over adding and viewing item images in Paradigm. Adding Images The following image types are supported: “.jpg”, “.jpeg”, “.png”, “.bmp”, “.gif”, “.webp” Inventory Item To attach an image, drag and drop an image or a URL…
Integrated ACH Payments Addon
This FAQ will go over how to set up ACH Payments in Paradigm (also called EFT Payments in Canada). This can be set up for only AR or only AP, or both. This integration does not verify that funds are…