This FAQ will go over how to receive and apply customer prepayments. Customer Prepayment To create a prepayment, use receive payment button on an order. A prepayment can be applied to a completed order, if it has no posted invoices.…
This FAQ will go over how to split orders in Paradigm ERP. Split Order To split an order, click the “Split Order” button in the header. Then select the line items to be added to the new order. Note that…
This FAQ will go over how to find invoices that are past due in Paradigm. Information on finance charges can be found here: Finance Charges Invoice List To find them using the invoice list, first filter the list down to…
A report of sales based on invoices alone is not expected to agree with the profit and loss report. This is because there are amounts on invoices that don’t affect sales, and transactions that affect sales that aren’t invoices. Here…
This FAQ will go over the trip history form in Dispatching. Trip history can be found by going to Dispatching > Trip History To find a specific trip, pick a date range or search for an order number. Double clicking…
This FAQ will go over how to set up the custom navbar in Customer Portal. Custom Navbar If the company has a website that is frequently visited or if a specific website needs to be linked for the customer’s benefit,…
This FAQ will go over how to enable and use the Fulfillment number pad. This makes typing quicker and easier on tablets and other touchscreen devices. To enable this, go to the browser settings and check the box for “Popup…
Depending on the user settings, the first screen as user will see when opening Fulfillment Pro will be the dashboard page. If it doesn’t auto-open, there is a button at the top of the pull list to open it. To…
This FAQ will go over how to do a credit card transaction import. Supported transaction types are: .xls, .xlsx, .csv, .qbo (QuickBooks Web Connect). These imports are done by going to Banking > Credit Cards List and clicking on the…
This FAQ will go over the browser settings in Fulfillment Pro. These settings are accessed by clicking the settings button at the top of the list and only apply to the current device. Settings Print Settings Receiving
