Inventory Quick Build
This FAQ will go over how to use Quick Build in Paradigm. The Inventory Quick Build feature allows a user to create a build for an item that was manufactured using scrap components that were leftovers from other builds in…
Jadon L Martin
Inventory Item Assembly Types
There are several types of assemblies available for use in Paradigm. They can be set up to properly handle manufactured items such as trim, miscellaneous assemblies such as a broom and broom handle, value-added processes such as painting bare coil,…
Inventory Discard
This FAQ will go over the Inventory Discard feature. The inventory discard feature allows a user to remove items from stock that have been damaged and can no longer be sold, or otherwise cannot be removed from inventory. Say for…
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…
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…