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Paradigm ERP Sales User Training Topics
Below is the training guide for sales users in Paradigm ERP. Users should understand and be able to perform each of these items to be ready for live use.
The arrows (↗) shown in this document link to related FAQs about each topic.
Create Transaction
- Header
- When to use quote vs order vs invoice?
- Create transaction header
- From a list
- From the home page
- From a customer
- Search for and select a customer
- Set ship to address
- New address from scratch
- Copy Bill To
- Recent order ship to address
- Customer Saved Ship ID ↗
- Set Transaction Details
- Sales Tax Code ↗
- How and when to use header buttons
- Detail Lines
- Add a line to a transaction
- Search, product finder ↗
- Changing Unit of Measure ↗
- Linear vs Non-Linear Items
- Special Trim Items ↗
- Open trim draw tool.
- Draw trim & save to Paradigm
- Start from company standard trim ↗, recent trim, or favorite trim
- Pitch calculator
- How to draw hems, reversals, beads
- How to use edit mode
- Special Order Items ↗ ↗ ↗
- Bundles – how to add, how to use? ↗
- Comment Lines – how to add, how to use? ↗
- Checking inventory on an item (or its coil) ↗
- Put a note on a line for production. ↗
- Screw Calculator ↗ ↗
- How/when/if to edit sales prices, discounts, or price level. ↗
- (Optional) – Keyboard Shortcuts ↗
- Send Quote to Customer
- (Optional) Email Templates ↗
- (Optional) Send Online Payments and Confirmations Link ↗
Send order to shop
- Convert quote to order (and order to quote)
- Release to manufacturing
- Create PO for special order items ↗ ↗ ↗
- Change Orders (Editing The Released Order) ↗
- What changes are allowed on a released order?
- Recognizing line statuses (production, pulling, dispatch) ↗
- Send changes back to shop (re-release)
- Un-releasing the order ↗
- How to handle credit holds, and prepay-only customers ↗
Invoicing
- When to invoice?
- Pickup orders
- Delivered Orders
- Done by dispatch after truck goes out. ↗
- How to handle back orders or partial shipments
Receive Payment ↗
- Payment Sources
- Payment Methods
Conversations ↗
- Start conversation
- Reply, tag, forward, etc.
- End conversation
Contents
Categories
- Purchase Order and Vendors (20)
- Production (36)
- Order Entry and Customers (79)
- NEW! (10)
- Job Costing (16)
- Inventory and Pricing (95)
- General (57)
- Fulfillment Pro (30)
- Dispatching (23)
- Administration and Setup (43)
- Add-Ons and Integrations (30)
- Accounting (55)