Color Switcher
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…
Jadon L Martin
Fulfillment Pro: Pulled By Salesperson
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…
Log And Tasks
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…
User Preferences
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…
Low Stock Formatting
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…
Adding A New Customer
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…
Adding A New Vendor
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…
Converting An Invoice To An Order
This FAQ will go over how to convert an invoice into an order. This option will only be available on invoices that were originally started as invoices, not converted to an invoice from an order or quote. Once an order…
Paradigm Transaction Numbering
This FAQ will explain why Paradigm increments numbers into Orders and Invoices. Paradigm assigns transaction numbers in sequential order separately for each transaction type, but retains the numbers when converting from one transaction type to another. Starting Transaction Numbers This…
Fulfillment Pro: Keyboard Shortcuts
This FAQ will go over the keyboard shortcuts in Fulfillment Pro.