This FAQ will go over the lead and opportunities feature in Paradigm ERP. Enable Leads And Opportunities Company Preferences To enable this feature, go to System > Company Preferences > Sales > Opportunities and check “Enable Leads and Opportunities”. Paradigm…
This FAQ will go over how to create and edit Fulfillment settings for an employee. Information on how to create a new employee web login can be found here: Create Employee Web Logins To start go to System > Company…
This FAQ will go over the steps needed to receive online payments in Paradigm. 1. Receiving Payments 2. Customer Online Access For customers to pay online, one or both of these add-ons can be used: 3. Website Set Up Once…
This FAQ will go over dashboards in Paradigm and Paradigm Mobile. Dashboards can be set up to display various metrics from Paradigm, contact Paragon support to get dashboards set up. Paradigm Dashboard Examples Card and list dashboards are supported too,…
This FAQ will go over machine options in Paradigm. Information on custom options can be found here: Custom Options Machine Options Machine options are assigned by going to Production > Machine List and clicking on the folder icon beside the…
This FAQ will go over how to use the “Import from Vendor” feature in Fulfillment Pro. This can be used to import a file from the vendor to mark what has been received. Import From Vendor This button can be…
This FAQ will go over the integration with Do It Best, using DataHub in Paradigm. Usage Order Confirmation Download/Find POs and Import as PI Use the Find POs and Import as PI to find the existing PO(s) (by P.O. Number),…
This FAQ will go over the lot receiving import on purchase invoices, to import received quantities and costs. More information on the Voucher Receive import can be found here: Voucher Receive Import Import To import the file, go to the…
This FAQ will go over the bank feed list in Paradigm. Bank transactions in the bank feed can be automatically imported by linking a bank account to Paradigm. More information on that can be found here: Bank Account Linking Bank…
This FAQ will go over payroll providers that can provide files to import payroll into Paradigm. Paradigm does not provide payroll or time clock functionality. Payroll Options
