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…
This FAQ will go over how to make and view previous payments in Customer Portal. To use this and receive credit card payments, the Century/EBizCharge integration is needed, or ACHs can be processed via EBizCharge or a bank-processed NACHA file. More information…
This FAQ will go over how to use staging and restaging in Fulfillment. Using staging areas allows pull and pack labels to record exactly where the product is being placed (i.e. the shelf, section of the floor, or bin). This…
This FAQ will go over how the company preference “Prioritize Exclusive Pricing Level Even If Price Is Greater” works with other discounts. To enable this, go to System > Company Preferences > Sales > Behavior When this is enabled, the…
This FAQ will go over why the same line may show up multiple times in a search. This only applies to the PO and RFQ lists. A line may show up multiple times in a list, if there are multiple…
This FAQ will go over how to write off AP balances using a journal entries. Journal Entry Start by creating a journal entry. The first line on journal entry will be to the AP account, with the Vendor on the…
This FAQ will go over receipts and cash drawers in Paradigm. More information on setting up receipt printers and cash drawers can be found here: Activate Receipt Printers And Cash Drawers For Use In Paradigm Receipts can be printed whenever…
This FAQ will go over the general accounting flow for the cost of a WIP Job. All cost ends up in the WIP account prior to the job posting. Job posting then takes all of the cost for the job…
This FAQ will go over the GL Recap button in the Paradigm. The GL recap button can be found in the header of any posted transaction. This button is also sometimes referred to as “Recap Inventory”. This will show the…
This FAQ will go over how transfers are created for an order that has items from multiple warehouses. More information on setting up warehouses can be found here: Multi Warehouse When an item is being pulled from a warehouse that…
