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,…
This FAQ will go over how to create credit card charges in Paradigm. Credit card charges can be found by going to Banking > Credit Card Charges. After a new one is created, choose a credit card from the drop…
This FAQ will go over the shipping list in Fulfillment. The shipping list extends the functionality of the pull and pack list by allowing pull and pack labels as well as pick tickets to be scanned as they are being…
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This FAQ will go over how a customer would access their invoices through Customer Portal. Invoices in Customer Portal are never editable. To view the invoices, click on “Invoices” in the header. Search for the invoice and click “Select” to…
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.…
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 add subaccounts through the Customer Portal. A subaccount is another login that can be used to access the customers account. Additional subaccounts do not increase the subscription cost, billing is based…
This FAQ will go over how a customer would search for items and use the product finder in the Customer Portal. On a quote or an order, click the search button. More information on those buttons can be found here:…
This FAQ will go over how to set up and import an excel file into an order through Customer Portal. Excel To start, create an excel spreadsheet and enter the order info following the format and example below. Note: Do…
