If the company preference “Allow prepayment splitting and re-assigning” is enabled, the changes below are recommended for the customer statement report. Contact Paragon Support to have these changes made. More information on prepayment splitting can be found here: Splitting Prepayments Report Changes…
How do I directly affect my General Journal Account balances? Journal Entries 1. To add a new Journal Entry, go to General Ledger > Journal Entries. 2. Add a new entry by clicking the green plus sign at the top of the…
This FAQ will go over how to set up ACH Payments in Paradigm (also called EFT Payments in Canada). This can be set up for only AR or only AP, or both. This integration does not verify that funds are…
This FAQ will go over machine groups in Paradigm ERP. Machine groups are used to show production for a set of machines in the same production screen, when it is filtered to that machine group. This is useful when there…
This FAQ will go over the functionality of DataHub and the different types of data that can be transferred between companies that are both using Paradigm ERP. Written confirmation is required from both companies before a DataHub connection can be…
This FAQ will go over the transaction line summaries in Paradigm ERP. These summaries are available on quotes, orders, invoices, request for quotes, purchase orders, and purchase invoices. Summaries To view the summary, select the lines and the summary will…
This FAQ will go over how to set up a special trim item and pricing for it in Paradigm. Assembly Set Up To start, duplicate an existing trim. Go to the Assembly tab and check the box beside “Custom Assembly”.…
This FAQ will go over how to update or install Paradigm. Updating Paradigm For a Paradigm server update, Paragon will reach out and schedule a time for the server to get updated. After the server-side update is completed (typically after-hours),…
This FAQ will go over the user security screen in Paradigm. This is used to assign users to roles and specific permissions. By default, a user is not allowed permissions for anything until it is granted to them. User Security…
This FAQ will go over how to create employee web logins and Fulfillment Pro filters. Information on creating customer web logins can be found here: Customer Portal: Create Customer Web Logins To begin, go to System > Company Preferences >…
