This FAQ will go over how a customer would use Customer Portal to create a quote or an order. First, log into the account and select quotes or orders from the header. In this example a quote will be created.…
Paradigm has the capability of sending emails directly from transaction forms and list. This how-to will cover setting up customers to receive statements by email instead of mail, emailing from various forms and lists, resending emails, and email signatures. For information…
This FAQ will go over how to return payments. The main reason for returning payment would be the case when a customer’s check bounces (also known as a bad check) and it has already been included on a deposit. If…
This FAQ will go over how to create and edit Fulfillment settings for an employee. Information on how to create a new employee web login can be found here: Create Employee Web Logins To start go to System > Company…
This FAQ will go over how to receive material in Paradigm. It is important to receive the material into the inventory as soon as possible after it has arrived, so that Paradigm shows that it is available for sale. See…
This FAQ will go over using the pull list in Fulfillment Pro. The pull list is the regular list of orders that appears in the main screen of Fulfillment after choosing the filtering options. More information on pull list filters…
This FAQ will go over the different filtering options for the pull list in Fulfillment Pro. Typically, Fulfillment only shows orders that have been released to manufacturing and have not yet been converted to an invoice or otherwise completed. However,…
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…
Paradigm supports two methods for adding surcharges to credit cards: Simple and Third-party EBizCharge integration.
This FAQ will go over how to use the inventory import and export features in Paradigm. Import / Export Permission The “Inventory Bulk Import/Export” permission is required for this. Export Before exporting inventory items, use the advanced filtering, the column…
