Fulfillment Pro: Shipping
This FAQ will go over the shipping list in Fulfillment. The shipping list extends the functionality of the pull and pack list by allowing pull and pack labels as well as pick tickets to be scanned as they are being…
Jadon L Martin
Server Requirements
Please contact Paragon for server requirements.
Customer Portal: Invoices
This FAQ will go over how a customer would access their invoices through Customer Portal. Invoices in Customer Portal are never editable. To view the invoices, click on “Invoices” in the header. Search for the invoice and click “Select” to…
Customer Portal: Adding Subaccounts
This FAQ will go over how a customer would add subaccounts through the Customer Portal. A subaccount is another login that can be used to access the customers account. Additional subaccounts do not increase the subscription cost, billing is based…
Customer Portal: Searching for Items
This FAQ will go over how a customer would search for items and use the product finder in the Customer Portal. On a quote or an order, click the search button. More information on those buttons can be found here:…
Customer Portal: Importing An Order From An Excel File
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…
Customer Portal: Payments
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…
Fulfillment Pro: Staging Areas
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…
Prioritize Exclusive Pricing Level Even If Price Is Greater
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…
List Search Shows The Same Line Multiple Times (PO & RFQ Lists)
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…