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.…
After payment has been received on an invoice, that payment has to be deposited to the appropriate bank account. Depositing from an Account that is Not Undeposited Funds To make a deposit from an account that is not Undeposited Funds,…
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…
This FAQ lists out all documents related to Customer Portal, as well as the Customer Portal demo.
The video in this FAQ will go over how to manage consignment coils in Paradigm. Related FAQs
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…
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…
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…
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…
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…
