Daily Deliveries
The Daily Deliveries screen displays the orders that need to be delivered and allows for the orders to be assigned to trips. This screen can be found by going to Dispatching > Daily Deliveries. Filter down the list to find…
Jadon L Martin
Special Trim Set Up
This FAQ will go over how to set up a special trim item and pricing for it in Paradigm. Assembly Set Up To start, duplicate an existing trim. Go to the Assembly tab and check the box beside “Custom Assembly”.…
General Journal Entries
How do I directly affect my General Journal Account balances? Journal Entries 1. To add a new Journal Entry, go to General Ledger > Journal Entries. 2. Add a new entry by clicking the green plus sign at the top of the…
Trim Draw
This FAQ will go over how to use trim draw in Paradigm. This feature is used when special trims are entered onto a transaction. To learn more about setting up special trims, follow this FAQ: Special Trim Set Up. More…
Physical Inventory Count with Lots
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,…
Excel Imports On Physical Count Worksheets
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…
Customer Portal: Create Customer Web Logins
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…
Customer Portal: Creating Quotes and Orders
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.…
Emailing From Paradigm
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. For information…
Return Payments
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…