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 >…
This FAQ will go over Payment Terms in Paradigm. Setting Up Terms Payment terms in Paradigm can be viewed and edited by going to System > Company Preferences dropdown > Terms. From there, fill in all of the info for…
From time to time, it may become necessary to adjust the average cost of an item. Average cost is a calculated field based on the transactions for the item, so a transaction will need to be created to adjust the…
This FAQ will go over how to reset the Paradigm directory. 3. Then click on “Paradigm Accounting” in the address bar. 4. From there, delete the “Paradigm Client” folder. 5. Then run Paradigm update file, and the directory will be…
This FAQ will go over the recommended month end closing procedures for Paradigm. Unposted Transactions Bank, Credit Card, and Undeposited Funds Accounts Accounts Receivable 4. Review customer balances, checking for any balances that appear incorrect. Accounts Payable Inventory Lot Depletion…
This FAQ will go over how to create billable job expenses in Paradigm ERP. This is used to pass job expenses back to the customer, such as subcontractor labor, equipment, or supplies. Creating the Billable Expense To add a billable…
This FAQ will go over how to set up items to create purchase orders by default. Create PO’s By Default To set an item to create purchase orders by default, go the inventory item and select the “Create PO’s” checkbox.…
This FAQ will go over the special order purchasing screen in Paradigm. Special Order Purchasing The special order purchasing screen can be used to easily create a PO or RFQ from a list of special order items, and can be…
Report security can be accessed by clicking on “Report Setup” on the report list after selecting a group on the left, or by clicking on the edit button on a print form. This edit button will not appear for all…
