How to Create an Inventory Item
When creating an inventory item it is recommended to find a similar existing inventory item and duplicate it. Follow to steps below to learn how to do that, or how to create an item from scratch. Check out these FAQs…
Jadon L Martin
Pricing Methods
How do the different pricing methods calculate the sales price? For any pricing method, enter either the percent/dollar amount or the sales price and the other field will be calculated for you. None Fixed Dollar Amount Markup Standard Cost Markup…
Bank Reconciliations
To do a bank reconciliation, start by going to Banking > Bank Reconciliation. Next, select the account to reconcile [1], and enter the reconciliation date from the bank statement [2] to hide any transactions from after the statement date (this…
Company Standard Trims
Company Standard Trims Standard trim profiles allow a Paradigm user to use previously created trim drawings as a springboard toward making a custom design for a customer. For instance, say a customer wants ridge cap for a job that he…
MBS Import
An MBS import file can be imported as transaction detail lines on the order. This uses the MBS file named “bom_shp.ini”, located in the MBS job folder. A standard import mode is also available and a conversion spreadsheet can be…
Trip Info
The trip info pop up contains all of the information about the trip. It allows the user to change trip header information, assign stop order, customize freight, print paperwork, and more. Trip Info Header Buttons Stop Order Rows From this…
Recording Cash Back On A Debit Card Transaction
This FAQ will go over how to record in Paradigm when a customer asks for additional cash on a debit card transaction. Cash Back When a customer asks for cash back, record this by adding a Undeposited Funds GL line…
Debit Memos
This FAQ will go over how to create debit memos, which are used when returning items to a vendor. Returned Item Getting Added back Into Stock If an item is being returned, and is getting taken out of stock, a…
Pay Bills Multi-Vendor
This FAQ will go over the Pay Bills Multi-Vendor screen in Paradigm. Pay Bills Multi-Vendor The Pay Bills Multi-Vendor screen can be found by going to Accounts Payable > Pay Bills Multi-Vendor From there, bills can be selected and then…
Vendor Preferred Payment Methods
This FAQ will go over how to set up the preferred payment method on a vendor. Also see this FAQ for ACH Payments To Vendors. Preferred Payment Method To set the preferred payment method, go to the vendor’s detail tab…