This FAQ will go over how to find, edit, and use trim drawings that were saved for a customer. More information on saved trim drawings can be found here: Company Standard Trims. More information on the trim draw tool can…
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…
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…
Video Overview 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…
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…
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…
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…
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…
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…
This FAQ will go over the Pay Bills Multi-Vendor screen in Paradigm. Video Overview 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…
