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Order Entry and Customers
Margin And Cost Visibility
This FAQ will go over how to show or hide the cost and margin on a transaction. These columns can...
How Does Customer Portal Count Users
A user is counted for any customer that logs into their Customer Portal account that month. A customer account can...
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,...
Credit Card Surcharges
Paradigm supports two methods for adding surcharges to credit cards: Simple and Third-party EBizCharge integration.
Mileage Calculator/Trip Optimizer
The mileage calculation feature allows a user to calculate a freight charge for an order, based on the mileage between...
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 or texting them from Paradigm. This is available with the...