SmartBuild
More information on SmartBuild can be found here: SmartBuild Integrations.
Jadon L Martin
Running Customer Statements
This FAQ will go over how to print a customer statement in Paradigm. Multiple Customers Customer statements can be printed for multiple customers at a time, by going to Accounts Receivable > Customers. Then filter the list to the customers…
Standard Discount Selection
This FAQ will go over how to set up and use standard discount selection on transactions. To enable this feature, go to System > Company Preferences > Setup > Standard Discount Selection and check the box beside “Enabled”. Then click…
Track Discounts in GL
This FAQ will go over how to enable and use the “Track Discounts in General Ledger” option. When this is enabled, discounts entered in the “Discount %” column on line items will be posted into a cost of sales and…
Fulfillment Pro: Enabling Tablet Camera
This FAQ will go over how to enable the Chrome camera on a tablet. This is needed so that photos can be taken in Fulfillment Pro. The photos that are taken are stored as an attachment on the order in…
Reassign Purchases to a Different Job
This FAQ will go over how to use the “Reassign to Job” button. This is used to take items that were purchased for one job and reassign them to another job or no job. Purchase Invoice Header Start by clicking…
Drop Shipping
This FAQ will go over how to record and create transactions for drop shipping (Also known as direct shipping) in Paradigm. To start, create an order and convert it to a “Drop Ship Purchase Order”. Then verify that the ship…
Receipt Capture
This FAQ will go over how to use the receipt capture screen. Receipt captures are mainly created using the Paradigm Mobile app, but they can also be entered into Paradigm as well and do not require an image to be…
Disallow Release
This FAQ will go over how to set an item to not be allowed to get released to manufacturing. The item will still be able to be added to an order or quote, but it won’t be able to be…
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…