Advanced List Sorting
This FAQ will go over advanced list sorting in Paradigm. More info on list layouts can be found here: How To Customize List Layouts Sorting By Multiple Columns After one column is chosen to be sorted by, hold shift and…
Jadon L Martin
Customer Prepayments
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.…
Splitting Orders And Quotes
This FAQ will go over how to split orders in Paradigm ERP. See this FAQ on merging quotes and orders: Merging Orders and Quotes Splitting Sales Orders & Quotes To split a quote or order, click the “Split Order” button…
Overdue Invoices
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…
Why Does the Total from the Sales Reports Not Agree with the Profit and Loss?
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…
Trip History
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…
Customer Portal: Custom Navbar
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,…
Fulfillment Pro: Popup Number Pad
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…
Fulfillment Pro: Dashboard
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…
Import Credit Card Transactions
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…