Log And Tasks
This FAQ will go over the Log and Tasks button in Paradigm and how to create a task directly from a customer ID. Log and Tasks button This feature can be found in the header on Quotes, Orders, Invoices and…
Taylor Wenger
User Preferences
This FAQ will go over the User Preferences in Paradigm. User preferences allow for each user’s experience to be customized. User Preferences can be found in System > User Preferences. User Defaults Warehouse/Salesperson Orders/Purchasing POS Setup Export/Import Connex This will…
Adding A New Customer
This FAQ will go over how to add a new customer in Paradigm. Customers can be added from the home tab. Customers can also be added by going to Accounts Receivable > Customers. Enter the customer information such as the…
Adding A New Vendor
This FAQ will go over how to add a new vendor in Paradigm. Also see this FAQ for ACH Payments To Vendors and this FAQ for Vendor Preferred Payment Methods. Adding a New Vendor Vendors can be added from the home…
Converting An Invoice To An Order
This FAQ will go over how to convert an invoice into an order. This option will only be available on invoices that were originally started as invoices, not converted to an invoice from an order or quote. Once an order…
Paradigm Transaction Numbering
This FAQ will explain why Paradigm increments numbers into Orders and Invoices. Paradigm assigns transaction numbers in sequential order separately for each transaction type, but retains the numbers when converting from one transaction type to another. Starting Transaction Numbers This…
Fulfillment Pro: Keyboard Shortcuts
This FAQ will go over the keyboard shortcuts in Fulfillment Pro.
Exporting from Lists
This FAQ will go over how to use the list exporting feature in Paradigm. Enable Exporting From Lists To enable exporting from lists, the “Allow exporting from list screens” permission needs to be enabled on a user. Information on exporting…
Reminder List
This FAQ will go over the Reminder List in Paradigm. Reminder List All the unposted or uncompleted tasks in Paradigm automatically get sent to a folder in the Reminder List. Once a task gets posted/completed, the reminder for that task…
ZIP Codes
This FAQ will go over how to set up ZIP Codes and County Messages in Paradigm. Paradigm has many ZIP codes saved by default. Adding ZIP Codes To set up a ZIP Code in Paradigm, go to System > Company…