Favorite Tabs
This FAQ will go over how to set up favorite tabs. Favorited tabs will appear in the ribbon of the home tab, allowing a user to bookmark their most used tabs for easy access. Favorite Reports Information on how to…
Jadon L Martin
Customize Transaction Form Layouts
This FAQ will go over the editing the layout of columns in forms for quotes, orders, invoices, etc. These changes can be saved at at a company level, so that the form appears that way every time the form is…
Default Salesperson
This FAQ will go over how to set a default salesperson. Note that the user will need to have permission to change the salesperson on a transaction to do this. To set up an employee as a salesperson, see this…
Create Dispatching Filters
This FAQ will go over how to create dispatching filters. First, open “Daily Deliveries” and click the edit button next to the filter drop-down. Click “Add” Date Options Finally, choose which ship via’s the filter should display and click save. Note: Selecting…
Calculate Sales Price From a Given Margin
To adjust the profit margin on an order, quote or invoice detail line, double-click in the margin column on that detail line. This will bring up a window where a new margin percentage can be entered. Once that is entered,…
Bookkeeping Tips And Tricks
Auto Attach
This feature allows an Auto Attach Path to be specified in User Preferences. When set, when the attachment screen is opened, it will auto attach any files in this folder. If files are added to the folder while the attachments…
How To Add Locations To A Warehouse
This FAQ will go over how to add a location to a warehouse and assign a product to that location? Warehouse locations can be used to provide more detailed stocking location information for a given item. This will allow Bill…
Lot Selection Form On Orders
Lot selection is only available on lot tracked items. More information on how to set an item to be lot tracked can be found here: Lot-Based Inventory Lot Selection Lots With No Quantity Available Lot Track Pop up
Production Multi-Build Printing
In order for multi-build printing to work, contact Paragon so that the production label can be modified to handle the data from this setting. Once that has be completed, follow that rest of these steps to set up and use…