This FAQ will go over how to merge purchase orders, sales orders, and quotes in Paradigm. Quotes and sales orders that are marked as completed or released cannot be merged into other orders. See this FAQ on splitting quotes and…
This FAQ will go over how to use the “Create Job Transfers” button on a purchase invoice. This is used for any bills for the job that didn’t have a PO created for it, such as trash collection. The “Create…
This FAQ will cover how to create a purchase invoice for a job transfer, which can only be done by a user that has the security permissions for it. It is used for creating purchase invoices for jobs with items…
This FAQ will go over job progress posting in Paradigm. A progress post takes all of the cost that has been applied to the job to date and posts it, but does not complete the job. Paradigm does not do…
This FAQ will go over the job dashboard in Paradigm. The job dashboard is used to show transactions linked to the selected job that need to be completed and jobs that are ready to be posted. The job dashboard can…
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…
