This FAQ will go over how to assign staging areas in production. Setup Go to Production > Machine List and enable “Prompt for Staging Area” on the machine(s) that needs it. Assign Staging Areas Clicking on the folder on the…
This FAQ will go over where the summary tab is, and some commonly used custom summaries. Contact Paragon to have custom summaries set up. The summary tab can be found on Quote, Order, Invoice, RFQ, PO, and Purchase Invoice forms…
The Paradigm Delivery Confirmation feature allows sending a confirmation email or SMS when a trip stop is marked as complete in the Paradigm Mobile app or manually sent from the trip info screen. This can be used with the Paradigm…
This FAQ will go over the different costing methods for inventory items. Cost methods can be chosen by going to the general tab of an item, clicking the pencil icon beside the cost method field, and selecting one from the…
This FAQ will go over how to refund that was mistakenly charged. In this example, the tax being refunded was a 6% tax charge on a $100 invoice. If AvaTax Is Being Used If AvaTax is being used, follow the…
This FAQ will go over how to make a withdrawal or write a check in Paradigm. Video Overview Withdrawal Withdrawals should be used for payments from the bank account that weren’t done via a check, such as an ACH or…
This FAQ will go over how to import Quotes and Orders in Paradigm from the Quotes List page or the Sales Order List page. The Excel import tool can be used to import multiple orders at once into Paradigm from…
An item’s average cost is calculated as its [total value remaining in inventory] divided by the [total stock quantity]. Transactions that add inventory into stock are the only way that the average cost of a product changes. All sales or…
The email batch form is used when sending multiple emails at once from list screens. It allows the set of emails to be reviewed and edited before being sent. To edit an individual email, click on the folder icon or…
The email queue can be found by going to System > Email Queue. This form can be used to view sent or unsent emails, resend emails, or search for a sent email. Administrator level 1 accounts will have an option…
