Create Purchase Orders by Default
This FAQ will go over how to set up items to create purchase orders by default. Create PO’s By Default To set an item to create purchase orders by default, go the inventory item and select the Create PO’s checkbox.…
Jadon L Martin
How to Create Bank Deposits
After payment has been received on an invoice, that payment has to be deposited to the appropriate bank account. Video Tutorial Creating a Bank deposit Depositing from an Account that is Not Undeposited Funds To make a deposit from an…
Lot-Based Inventory (Track Coil Inventory By Coil ID)
This FAQ will cover how to use lot-based inventory in Paradigm. Setting an Item to Track Lots The first step to start tracking lots on your inventory is to set the item in Paradigm to track lots. Go to the…
Customer Portal: Overview
This FAQ lists out all documents related to Customer Portal, as well as the Customer Portal demo.
Consignment Coils
The video in this FAQ will go over how to manage consignment coils in Paradigm. Related FAQs
Import Lines Into A Transaction
This article explains how to import line items into a transaction from a spreadsheet, including standard lines, model options, and build components. This feature is available within the Detail Window for Quotes, Orders, Invoices, Job Transfers, Request for Quotes, Purchase…
Credit Card Processing Setup
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 (Company Preferences) and per-workstation configuration (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…