Summary Tab
This FAQ will go over where the summary tab is, and some commonly used custom summaries. Contact Paragon to have custom summaries set up. The summary tab can be found on Quote, Order, Invoice, RFQ, PO, and Purchase Invoice forms…
Jadon L Martin
Delivery Notification
The Paradigm Delivery Confirmation feature allows sending a confirmation email or SMS when a trip stop is marked as complete in the Paradigm Mobile app or manually sent from the trip info screen. This can be used with the Paradigm…
Cost Methods
This FAQ will go over the different costing methods for inventory items. Cost methods can be chosen by going to the general tab of an item, clicking the pencil icon beside the cost method field, and selecting one from the…
How to Refund Tax That was Mistakenly Charged
This FAQ will go over how to refund that was mistakenly charged. In this example, the tax being refunded was a 6% tax charge on a $100 invoice.
Checks & Withdrawals
This FAQ will go over how to make a withdrawal or write a check in Paradigm. Withdrawal Withdrawals should be used for payments from the bank account that weren’t done via a check, such as an ACH or Wire Transfer.…
Importing A List of Orders
This FAQ will go over how to import a full order or list of orders from the order or quote list in Paradigm. Excel Import File Format For the order import, it must be an excel file and the first…
Average Cost Calculation
An item’s average cost is calculated as its [total value remaining in inventory] divided by the [total stock quantity]. Transactions that add inventory into stock are the only way that the average cost of a product changes. All sales or…
Creating GL Departments
GL departments are used to allocate postings into separate divisions within a single GL account, and are most commonly used to track the profitability of separate warehouse locations. Reports can be run by department to view profitability at the department/location…
Email Batch Form
The email batch form is used when sending multiple emails at once from list screens. It allows the set of emails to be reviewed and edited before being sent. To edit an individual email, click on the folder icon or…
Email Queue
The email queue can be found by going to System > Email Queue. This form can be used to view sent or unsent emails, resend emails, or search for a sent email. Administrator level 1 accounts will have an option…