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…
This FAQ will go over the different pricing types for a customer. Paradigm has many different ways to give discounts or markups to individual customers. The different types of pricing are specified in the customer detail tab (you will have…
Customers Quote, Order, and Invoice Headers Order Detail Other
This FAQ will go over over how to make a “Manufactured To Order” (MTO) item. Create The Inventory Item 1. Create the base inventory item to be produced. See Creating an Inventory Item. Adjust the Assembly / Kit 2. Go to the…
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…
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…
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…
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…
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…
