This FAQ will go over the different credit hold settings and functionality in Paradigm. Credit Holds Company Preference Settings Company credit hold settings can be found by going to System > Company Preferences > Sales > Credit Holds Customer Detail…
This FAQ will go over the different pricing types for a customer. Paradigm has many different ways to give discounts or markups to individual customers. The different types of pricing are specified in the customer detail tab (you will have…
Customers Quote, Order, and Invoice Headers Order Detail Other
This FAQ will go over over how to make a “Manufactured To Order” (MTO) item. 1. Create the base inventory item to be produced. See Creating an Inventory Item. 2. Go to the Assembly/Kit tab. Check the ‘Custom Assembly’ checkbox if you…
Price Levels For each inventory item, you can add multiple pricing levels with discounts or markups for that product. Each of these levels can be added multiple times for different quantity ranges and units of measure. A price level can…
Setting up Inventory Component Substitution To set up an alternative that can be used in place of another component, open and edit the component that is going to be replaced. Next navigate to the “Alternative” tab. There are two sections…
Paradigm has the capability of sending emails directly from transaction forms and list. This how-to will cover setting up customers to receive statements by email instead of mail, emailing from various forms and lists, resending emails, and email signatures. Instructions on…
This FAQ will go over how to return a customer credit balance. Customer credit balances can come from unused prepayments, overpayments, and credit memos. Sometimes, you may want to pay that money to the customer via a check, cash, or…
This FAQ will go over how to return payments. The main reason for returning payment would be the case when a customer’s check bounces (also known as a bad check) and it has already been included on a deposit. If…
This FAQ will cover how to use lot-based inventory in Paradigm. Setting an Item to Track Lots The first step to start tracking lots on your inventory is to set the item in Paradigm to track lots. Go to the…
