Merging Orders
This FAQ will go over how to merge purchase orders, sales orders, and quotes in Paradigm. Quotes and sales orders that are marked as completed or released cannot be merged into other orders. Merging Sales Orders & Quotes To do…
Jadon L Martin
Create A Job Transfer for A Purchase Invoice
This FAQ will go over how to use the “Create Job Transfers” button on a purchase invoice. This is used for any bills for the job that didn’t have a PO created for it, such as trash collection. The “Create…
Admin Create Purchase Invoice for Job Transfer
This FAQ will cover how to create a purchase invoice for a job transfer, which can only be done by a user that has the security permissions for it. It is used for creating purchase invoices for jobs with items…
Job Progress Posting
This FAQ will go over job progress posting in Paradigm. A progress post takes all of the cost that has been applied to the job to date and posts it, but does not complete the job. Paradigm does not do…
Job Dashboard
This FAQ will go over the job dashboard in Paradigm. The job dashboard is used to show transactions linked to the selected job that need to be completed and jobs that are ready to be posted. The job dashboard can…
Employee Commission
This FAQ will go over how to set sales rep/salesperson defaults and outline the steps and considerations for getting a commission report created. Assigning a default customer Sales Rep and/or Salesperson in Paradigm can be very helpful. If a default…
Job Classes
This FAQ will go over how to assign and create a job class to an item and what happens if a job class is not assigned. Job classes are used to divide products into several cost types for the job,…
Job Completion And Billing
This FAQ will go over the steps for completing a job. Job Dashboard To start, go to the job’s dashboard by going to Accounts Receivable > Job Dashboard and entering the job ID. This will display a list of transactions…
Adding Cost to A Completed Job
This FAQ will go over how to add cost to a completed job. Once a job is completed and posted, it is not longer a WIP job and job transfers cannot be added. Costs being added on after a job…
Creating And Converting Job Orders
This FAQ will go over creating orders for a job. The process for this is very similar to creating a regular order, except for the few differences listed below. Creating an Order To create an order for a job, first…