Physical inventory count with lots is very similar to a regular physical inventory count, except for the couple differences listed below. Create Physical Count Worksheets Printing a Physical Inventory Sheet To print physical inventory count sheet for lot tracked items,…
This FAQ will go over how to import items and counts onto physical count worksheets. To add items using an excel sheet, set up the sheet like the examples below. The excel sheet must be set up without headers, with…
This FAQ will go over how to create customer web logins. The customer will use this login to access the Customer Portal. Company Website To begin, go to the internal website. The URL for that can be found by going…
This FAQ will go over how a customer would use Customer Portal to create a quote or an order. First, log into the account and select quotes or orders from the header. In this example a quote will be created.…
Paradigm has the capability of sending emails directly from transaction forms and list. This how-to will cover setting up customers to receive statements by email instead of mail, emailing from various forms and lists, resending emails, and email signatures. Instructions on…
This FAQ will go over how to return payments. The main reason for returning payment would be the case when a customer’s check bounces (also known as a bad check) and it has already been included on a deposit. If…
This FAQ will go over how to create and edit Fulfillment settings for an employee. Information on how to create a new employee web login can be found here: Create Employee Web Logins To start go to System > Company…
This FAQ will go over how to receive material in Paradigm. It is important to receive the material into the inventory as soon as possible after it has arrived, so that Paradigm shows that it is available for sale. See…
This FAQ will go over using the pull list in Fulfillment Pro. The pull list is the regular list of orders that appears in the main screen of Fulfillment after choosing the filtering options. More information on pull list filters…
This FAQ will go over the different filtering options for the pull list in Fulfillment Pro. Typically, Fulfillment only shows orders that have been released to manufacturing and have not yet been converted to an invoice or otherwise completed. However,…
