This FAQ will go over the Requirements/Limits section in the Customer Detail tab. Inactive Information on the “Inactive” setting can be found here: Inactive Customers and Vendors PO Required This setting requires the “Cust. PO Number” field to be filled…
This FAQ will go over the free and paid version of the SmartBuild Integration Import feature. The paid version allows access to a feature that imports from SmartBuild directly, without having to copy over the file. This is an efficient…
This FAQ will go over the Right Click Options in List Screens. Several actions for items in lists are available by right clicking on the item in the list. “Right Click” List Actions – Quotes – Orders – Invoices –…
This FAQ will go over Columns in Paradigm. Adding and Removing Columns from Lists Use the new “Column Chooser” button at the bottom of list screens to quickly add and remove columns. The “Column Chooser” can also be accessed by…
This FAQ will go over the Dispatching Map in Paradigm’s Daily Deliveries and Daily Pickups lists. This feature requires the “Address Validation” feature from the TomTom integration to be enabled. If the order does not have a valid address, the…
This FAQ will go over partial invoices in Paradigm. Note that back orders or splitting the order are the preferred ways of handling partial shipments. This setting can be found in Company Preferences > Order Conversion. When enabled, partially-shipped orders…
This FAQ will go over the budgeting feature in Paradigm. This feature can be helpful when managing finances for specific accounts. Go to General Ledger > Budgets To create a new budget, click “Create Budget” and choose from the options…
This FAQ will go over Back Orders in Paradigm. A back order is when a certain product is out of stock, but is expected to be delivered once the product is back in stock. Paradigm will prompt the user to…
This FAQ will go over how to create employees in Paradigm. This can be done in System > Employee List > Add new Employee. Fill out the fields. Paradigm will auto-create an Employee ID after the name fields are filled…
This FAQ will cover overpayments in Paradigm. An overpayment is when a customer or vendor pays or is paid more than the amount due. Customer Overpayments Enter the amount of the customer payment on the receivable in the header “Amount…
