This FAQ will cover the “Customer PO Total Required” feature. This feature is used to ensure that order totals match the total from that customer’s PO to avoid any billing disagreements. This feature is only available on quotes and orders.…
This FAQ will go over the buttons in the “File” drop down in Paradigm ERP. File Dropdown
To learn more about the Paradigm API options and available web hooks, contact Paragon Support.
This FAQ will go over how to use the color switcher in Paradigm. This feature can be used only on quotes and orders. The color switcher can be used to find and replace characters in the product IDs selected. The…
This FAQ will go over the “Pulled by Salesperson” feature. An example of when this feature would be used is if a customer wants to purchase the products in their hand or the salesperson goes and pulls the product from…
This FAQ will go over the Log and Tasks button in Paradigm and how to create a task directly from a customer ID. Log and Tasks button This feature can be found in the header on Quotes, Orders, Invoices and…
This FAQ will go over the User Preferences in Paradigm. User preferences allow for each user’s experience to be customized. User Preferences can be found in System > User Preferences. User Defaults Warehouse/Salesperson Orders/Purchasing POS Setup Export/Import Connex This will…
This FAQ will go over how Paradigm decides when to format the warehouse ID and quantity available in red. Warehouse ID Unreleased Orders On unreleased orders, if the Pcs Ordered on a line is higher than the Quantity Available the…
This FAQ will go over how to add a new customer in Paradigm. Customers can be added from the home tab. Customers can also be added by going to Accounts Receivable > Customers. Enter the customer information such as the…
This FAQ will go over how to add a new vendor in Paradigm. Also see this FAQ for ACH Payments To Vendors and this FAQ for Vendor Preferred Payment Methods. Adding a New Vendor Vendors can be added from the home…
