Receive/Make Payments Tips and Tricks
Receive Payments Make Payments See also Returning Payments.
Jadon L Martin
Customer Contacts
Customer contacts can be set up to record the contact at the customer who placed an order. Customer accounts can be set to require a contact before an order can be released, and can even be set so that a…
Statuses And Types
Statues and types are customizable text labels that can be shown on a transaction or customer. Statuses can be used to show other users what is currently going on with a transaction and types can be used to show different…
How to Create Model Attachments
This first use for this feature allows for the creation of multiple commonly-used trim profiles that are not stocked to save time spent by an employee in entering an order. This is used for custom trim pieces only. Another use…
Inventory Transfers
How can I move stock from one of my warehouses to another without creating an invoice for it? How can I do an inter-store transfer? Use the inventory transfer screen to move product from one warehouse to another. First open…
Model Options
Model options are all designed to prevent the user from needing to create a new product code for products that have very few differences from another product. It is broken down into Machine and Custom options. They also allow standardization…
How to Fix out of Sync Lot Quantities
Issue: The quantity in the Lots Management window does not link to the Quantities in the Warehouse stock tab of the inventory item. In this example, our lot quantity was 100, and the quantity shown in the warehouse was 80.…
How do Inventory Special Prices Work?
The ‘Special Pricing’ tab in an inventory item allows you to specify a price that is only valid for a certain date range, a unit of measure, and warehouse. Enter the unit of measure, date range, and the special unit…
Inventory Promotions
How do I create sales or promotions in Paradigm? Inventory Promotions can be accessed by going to Inventory > Inventory Promotions. Then click the green plus to create a new one. This feature is used for creating sales for multiple…
Inventory Pricing Columns
I am wanting to import Inventory Pricing information, but do not know the column name to which my data corresponds. Here is a list of field names from the Inventory Pricing table into which you are able to import. All…
