This FAQ will go over the transaction line summaries in Paradigm ERP. These summaries are available on quotes, orders, invoices, request for quotes, purchase orders, and purchase invoices. Summaries To view the summary, select the lines and the summary will…
This FAQ will go over how to set up a special trim item and pricing for it in Paradigm. Assembly Set Up To start, duplicate an existing trim. Go to the Assembly tab and check the box beside “Custom Assembly”.…
This FAQ will go over how to update or install Paradigm. Updating Paradigm For a Paradigm server update, Paragon will reach out and schedule a time for the server to get updated. After the server-side update is completed (typically after-hours),…
This FAQ will go over the user security screen in Paradigm. This is used to assign users to roles and specific permissions. By default, a user is not allowed permissions for anything until it is granted to them. User Security…
This FAQ will go over how to create employee web logins and Fulfillment Pro filters. Information on creating customer web logins can be found here: Customer Portal: Create Customer Web Logins To begin, go to System > Company Preferences >…
This FAQ will go over Payment Terms in Paradigm. Setting Up Terms Payment terms in Paradigm can be viewed and edited by going to System > Company Preferences dropdown > Terms. From there, fill in all of the info for…
From time to time, it may become necessary to adjust the average cost of an item. Average cost is a calculated field based on the transactions for the item, so a transaction will need to be created to adjust the…
This FAQ will go over how to reset the Paradigm directory. Important Before doing this, go to Paradigm and go to Help > Paradigm ERP Installer and download the updater. 3. Then click on “Paradigm Accounting” in the address bar.…
This FAQ will go over how to create billable job expenses in Paradigm ERP. This is used to pass job expenses back to the customer, such as subcontractor labor, equipment, or supplies. Creating the Billable Expense To add a billable…
This FAQ will go over how to set up items to create purchase orders by default. Create PO’s By Default To set an item to create purchase orders by default, go the inventory item and select the “Create PO’s” checkbox.…
