--- title: Associate items to customers and vendors description: In ParagonERP, an association can be made for items that are specific to a customer or vendor. Items can then be filtered by this association when creating transactions. --- [Skip to content](https://support.paragon-erp.com/associate-items-to-customers-and-vendors#main-content) English Show submenu for translations [![paragon logo-1.png\]](https://support.paragon-erp.com/hs-fs/hubfs/paragon%20logo-1.png?width=240&height=75&name=paragon%20logo-1.png)](https://support.paragon-erp.com/?hsLang=en) - [New Ticket](https://share-eu1.hsforms.com/1PiwaZCxTRpabuHVnQxGeXQc751y) - [Tickets](https://help.paragon-erp.com/tickets) - [Knowledge Base](https://support.paragon-erp.com/) - [Sign out](https://20488534.hs-sites.com/_hcms/mem/logout) Open main navigation Close main navigation - [New Ticket](https://share-eu1.hsforms.com/1PiwaZCxTRpabuHVnQxGeXQc751y) - [Tickets](https://help.paragon-erp.com/tickets) - [Knowledge Base](https://support.paragon-erp.com/) - [Sign out](https://20488534.hs-sites.com/_hcms/mem/logout) - English Show submenu for translations - [Go to website](https://www.paragon-erp.com/) [Go to website](https://www.paragon-erp.com/?hsLang=en) Welcome! Search our Knowledge Base. - There are no suggestions because the search field is empty. 1. [ParagonERP](https://support.paragon-erp.com/?hsLang=en) 2. [Configuring Paragon](https://support.paragon-erp.com/configuring-paragon?hsLang=en) 3. [Associations](https://support.paragon-erp.com/configuring-paragon?hsLang=en#associations) September 15, 2026 # Associate items to customers and vendors ### **Introduction** In ParagonERP, an [association](https://support.paragon-erp.com/what-are-associations?hsLang=en) can be made for items that are specific to a customer or vendor. Items can then be filtered by this association when creating transactions.   ### **Process description:** Filtering your data is a useful way to display only the specific information that you need, and omit anything that you don't. This prevents errors and saves you time.   ### **Step-by-step instructions:** - #### Step 1: Turn on filters From any screen, click the **settings** button at the top right corner. ![](https://support.paragon-erp.com/hs-fs/hubfs/Knowledge%20Base%20Import/edbsn08da2a844d2e7b502140cc6f448ec047fe53f7a7cca6c339bcfd14184fe1244d4ea22b649253c36c2c82091b5b9b4f2f-1-1-1-3-1.png?width=43&height=34&name=edbsn08da2a844d2e7b502140cc6f448ec047fe53f7a7cca6c339bcfd14184fe1244d4ea22b649253c36c2c82091b5b9b4f2f-1-1-1-3-1.png) Select **my company** from the **system settings** card. ![](https://support.paragon-erp.com/hs-fs/hubfs/My%20Company%20module-jpg-Jul-16-2025-12-55-07-0218-PM.jpeg?width=670&height=283&name=My%20Company%20module-jpg-Jul-16-2025-12-55-07-0218-PM.jpeg) ![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202025-07-16%20085712-png.png?width=670&height=319&name=Screenshot%202025-07-16%20085712-png.png) Click the **edit** button. ![](https://support.paragon-erp.com/hs-fs/hubfs/Knowledge%20Base%20Import/edbsn44aa1c568777969433bd6b28469e7495ea71e27862b11130b44eeccf8ae71e97dd5681d6ad87ee6759095422f0133408-1-1-1-3-1.png?width=45&height=52&name=edbsn44aa1c568777969433bd6b28469e7495ea71e27862b11130b44eeccf8ae71e97dd5681d6ad87ee6759095422f0133408-1-1-1-3-1.png) In the summary screen, turn on the option to **filter items by customer** and/or **vendor** by checking the appropriate boxes. ![](https://support.paragon-erp.com/hs-fs/hubfs/Knowledge%20Base%20Import/edbsnde48e90399ebf7b015f744a23ff023f52ce9962ad3fc290976f72268eec3e513b9d6b1ddf4de72c31727af0540b08fb7-1-1-1-3-1.png?width=351&height=854&name=edbsnde48e90399ebf7b015f744a23ff023f52ce9962ad3fc290976f72268eec3e513b9d6b1ddf4de72c31727af0540b08fb7-1-1-1-3-1.png) ![](https://support.paragon-erp.com/hs-fs/hubfs/Knowledge%20Base%20Import/edbsn40265c318ce7619be6bee1256e2fb95c9daf58276b177acb5e0b5a6ce32f5f85c5dc241f403e2e7236d8f894012e8118-1-1-1-3-1.png?width=313&height=71&name=edbsn40265c318ce7619be6bee1256e2fb95c9daf58276b177acb5e0b5a6ce32f5f85c5dc241f403e2e7236d8f894012e8118-1-1-1-3-1.png) **Save and log out, then log in.**    - #### Step 2: Associate your item to a customer or vendor Here we'll be using product as an example. The same association can be made for other reference data such as materials, tools, and labor. Once you have [created your product](https://support.paragon-erp.com/creating-a-product?hsLang=en), click the **associated** tab. ![](https://support.paragon-erp.com/hs-fs/hubfs/Product%20associated%20tab-jpg.jpeg?width=670&height=331&name=Product%20associated%20tab-jpg.jpeg)   You will then need to create your [attribute association](https://support.paragon-erp.com/associating-attributes-between-references?hsLang=en). ![](https://support.paragon-erp.com/hs-fs/hubfs/Associated%20item%20to%20vendor-jpg.jpeg?width=670&height=91&name=Associated%20item%20to%20vendor-jpg.jpeg)   - #### Step 3: Use the associated product on a transaction Select your transaction. Here we will be using the **purchase order** module as an example. The same can also be done for other transaction modules, such as invoice, order, credit, etc. Click the **add** button to create a new manual transaction. ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn8ac209c907049c2f45cc30f3cd8061224b8e235738e49af04d7a188cbaae90fb907be1d6b2386dfd35a669c8bf17c365-1-1-1-3-1.png)   Enter the vendor or customer associated to your product, depending on the transaction you have chosen. ![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202025-01-29%20102329-png.png?width=670&height=90&name=Screenshot%202025-01-29%20102329-png.png) Click the **add items** button. ![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202026-09-15%20083212-png.png?width=50&height=47&name=Screenshot%202026-09-15%20083212-png.png)   As long as there are any associations for the vendor or customer you chose, the add items modal will only list those items. ![](https://support.paragon-erp.com/hs-fs/hubfs/Associated%20item%20to%20vendor-jpg-1.jpeg?width=670&height=91&name=Associated%20item%20to%20vendor-jpg-1.jpeg) You can always clear the filter in order to show all items by clicking the **X** in the filter option next to the search field. ![](https://support.paragon-erp.com/hs-fs/hubfs/Remove%20associated%20filter-jpg.jpeg?width=408&height=83&name=Remove%20associated%20filter-jpg.jpeg)  ### **Related articles:** [Associate attributes between references](https://support.paragon-erp.com/associating-attributes-between-references?hsLang=en#Introduction) [Set up attribute associations](https://support.paragon-erp.com/setting-up-attribute-associations?hsLang=en) - 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