Template Quotes And Orders
This FAQ will go over how to set up quotes and orders as a “Template”. Creating A Template To set up a template quote or a template order, go to the advanced tab and click “Lock as Template”. This will…
Jadon L Martin
Order Banner Colors
This FAQ will go over the available order banner colors in Paradigm. White Pending Release – This is shown when the order has not yet been released. Light Green Released to Manufacture – This is shown when an order is…
Charts
This FAQ will go over the available chart options in Paradigm. Inventory Item Charts Charts can be found by opening an inventory item and going to the “Charts” tab. The chart will show up to 3 years of data. Inventory…
Address List
This FAQ will go over the Address List in Paradigm. Address List The address list can be found by going to Dispatching > Address List. This list will only be shown if address validation is enabled. Addresses can be added…
Exporting From QuickBooks
Customers Customer Export From QuickBooks Online 1. In QuickBooks Online, go to Reports > Standard Reports.2. In the Sales and Customers section, click Customer Contact List. 3. Click Columns, and then choose additional fields as needed. 4. Click Export >…
Paying Sales Tax
This FAQ will go over how to record sales tax being paid in Paradigm. There is also a training video on how to do this, which can be found by going to Help > Training Videos > Accounting > Accounting…
Transaction List Summary Columns
This FAQ will go over transaction list summary columns in Paradigm. Information on how to view attributes in a list can be found here: Viewing Attributes on A List Total Weight This column shows the total weight on the transaction.…
Production: Lock Build when Printing
This FAQ will go over the “Lock Build When Printing” machine option. Lock Build When Printing If enabled, builds will be locked when they are printed from a production screen.
Inventory Import: Inventory Groups
This FAQ will go over importing and assigning inventory group data in Paradigm. The groups here are used in the Product Finder. More information on inventory import & export can be found here: Inventory Import & Export The inventory groups table…
Edit Production Dates
This FAQ will go over the Edit Production Dates button on orders and manufacture orders. Production are set based on the production lead days, more information on that can be found here: Production Lead Days Edit Production Dates – Order…