This FAQ will go over how to set sales rep/salesperson defaults and outline the steps and considerations for getting a commission report created. Assigning a default customer Sales Rep and/or Salesperson in Paradigm can be very helpful. If a default…
This FAQ will go over how to assign and create a job class to an item and what happens if a job class is not assigned. Job classes are used to divide products into several cost types for the job,…
This FAQ will go over the steps for completing a job. Job Dashboard To start, go to the job’s dashboard by going to Accounts Receivable > Job Dashboard and entering the job ID. This will display a list of transactions…
This FAQ will go over how to add cost to a completed job. Once a job is completed and posted, it is not longer a WIP job and job transfers cannot be added. Costs being added on after a job…
This FAQ will go over creating orders for a job. The process for this is very similar to creating a regular order, except for the few differences listed below. Creating an Order To create an order for a job, first…
This FAQ will go over how to create a prepayment for a job. First go to Accounts Receivable > Customer Prepayments and click the green plus button. Then enter the customer ID and a job ID to link it to.…
This FAQ will go over how to return items that were returned from a job. This process is very similar to credit memos, more information on those can be found here: Credit Memos First, create a job transfer by going…
This FAQ will go over how to set up and use multiple warehouses in Paradigm. This can be used to keep inventory amounts separated for different locations and warehouses. Contact Paragon Support to add a second warehouse, so that we…
This FAQ will go over how to create a job in Paradigm. To start, go to Accounts Receivable > Jobs and click the add button. Enter the customer ID and copy in the customer info and contact methods if needed.…
This FAQ will go over a couple different ways to print reports from lists. Printing A Filtered List First filter the list to the records that need to be printed. In this example, the orders for 9/15 for customer “TEST005”…
