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…
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…
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…
The Daily Deliveries screen displays the orders that need to be delivered and allows for the orders to be assigned to trips. This screen can be found by going to Dispatching > Daily Deliveries. Filter down the list to find…
This FAQ will go over the Quality Control feature in Fulfillment Pro. Quality Control Set Up To set up quality control failure codes and priorities, go to the company website > Set Up > Fulfillment > Quality Control. Enabling Quality…
For information on configuring EBizCharge or other credit processors in Paradigm, go to this FAQ: Credit Card Processing Set Up If the Device Manager is not visible in the EBizCharge Gateway, contact EBiz Support and they will provide the pairing…
This FAQ will go over how to set up tax codes in Paradigm. Another way tax codes can be set up is by using Avalara’s AvaTax. More information on that can be found here: AvaTax Sales Tax Collected Sales tax…
This FAQ will go over how to use the inventory import and export features in Paradigm. Note that it is an administrative process that can cause expansive issues quickly with improper usage, so be very careful when using this feature.…
