Reorder points, quantities, and users can be defined for each stocked item in Paradigm to allow for faster reordering using the Purchasing Agent form. This can also be used for manufacturing items to create manufacture orders for stock. This how-to…
This FAQ will go over the different credit hold settings and functionality in Paradigm. Credit Holds Company Preference Settings Company credit hold settings can be found by going to System > Company Preferences > Sales > Credit Holds Customer Detail…
The purpose of the Physical Inventory feature is to reconcile the actual inventory with the reported inventory in Paradigm. Different companies will do physical inventories on different schedules, but an annual inventory is common. This physical inventory consists of a few basic…
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 either be…
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 the details of a cloud server hosting set up for Paradigm. Cloud Server Set Up Machine Integrations If you are using any machine integrations, a VPN tunnel to the local network will be required. No…
The mileage calculation feature allows a user to calculate a freight charge for an order, based on the mileage between the warehouse it will ship from and the customer’s ship to address on the order. Enabling Mileage Calculation In order…
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…
This FAQ will go over how to set up quotes and orders as a “Template”. Creating A Template To set up a template quote or a template order, go to the advanced tab and click “Lock as Template”. This will…
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…
