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Order Entry and Customers

Customer Portal: Create Customer Web Logins

This FAQ will go over how to create customer web logins. The customer will use this login to access the...

Customer Portal: Creating Quotes and Orders

This FAQ will go over how a customer would use Customer Portal to create a quote or an order. First,...

Mileage Calculator/Trip Optimizer

The mileage calculation feature allows a user to calculate a freight charge for an order, based on the mileage between...

Credit Card Surcharges

Paradigm supports two methods for adding surcharges to credit cards: Simple and Third-party EBizCharge integration.

Vendor & Customer History

This FAQ will go over the vendor & customer history tabs in Paradigm ERP.

Prepayment Splitting – Customer Statement Report Changes

If the company preference “Allow prepayment splitting and re-assigning” is enabled, the changes below are recommended for the customer statement report. Contact...

Transaction Line Summaries

This FAQ will go over the transaction line summaries in Paradigm ERP. These summaries are available on quotes, orders, invoices,...

Online Payments and Confirmations

Online payments and order confirmations can be sent by emailing them from Paradigm. This is available with the online payments...

Row Statuses on Order Detail

This FAQ will go over the different row statuses on an order detail line. Status Text There are two columns...

Customer Credit Holds

This FAQ will go over the different credit hold settings and functionality in Paradigm. Credit Holds Company Preference Settings Company...

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