Order Entry and Customer Tips and Tricks
Customers Quote, Order, and Invoice Headers Order Detail Other
Jadon L Martin
How to Create a “Manufactured to Order” Inventory Item
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…
How should Inventory Price Levels be set up and how do they work?
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…
Inventory Component Substitution
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…
Emailing From Paradigm
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…
Return a Customer Credit Balance
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…
Return Payments
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…
Lot-Based Inventory (Track Coil Inventory By Coil ID)
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…
Report List
The report list is where summary and financial reports can be found. These reports are typically high-level company reports like Profit and Loss, Balance Sheet, Accounts Receivable Aging, Sales Totals by Customer, etc. Reports for ranges of customers or items…
Transaction Entry Calculations
This FAQ will go over the transaction entry calculation options in Paradigm ERP. Calculations Calculations can be done in the following fields while entering transactions: Pieces, Inches, Cost, and Sales Price. This can be done on Quotes, Orders, Invoices, Request…