Adding attributes to transaction lines

Introduction

Here, we will show you how to add attributes (or fields of information) to the lines in transactions. You may ask, why would I want to do that? As an example, let's say you have many divisions of products and this information is important to record on each individual line of an order.

Make sure you have already created the attributes.

 

Open up your transaction

We'll use the order module here as an example, but the same applies for all transaction modules. Once you've logged into Paragon you can access any transaction module by clicking in the right hand navigation bar.

 

If the module does not appear in the navigation bar, you can find it by clicking the more button in the bottom right of the screen.

 

Select the transaction module that you want to view. As mentioned, in this sample, we have selected order.

 

Edit the transaction

Once you have selected your order, click on the edit button at the top right corner of the screen.

 

Right click on the transaction line that you want to add an attribute to. Then, click edit line attributes.

 

Add your attributes

This screen will automatically appear. Click on the add an attribute button.

 

From the list that appears, select the attribute that you would like to add to the line.

 

Select the attribute you want to add

From a drop-down list, you can select the attribute you want to add to the transaction line. The drop-down will list the attributes that you have already created.

 

Click the accept button to save and proceed with the added attribute. To cancel, click the close button.

Save the transaction

To save the added attribute, click the save button at the bottom right of the screen.

 

 

What's next?

Want more information on attributes? These articles may be of assistance:

Attribute inheritance

Attribute filtering