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Configuring Paragon
Tailor the system to your business needs by managing users, access levels, company settings, attributes, and document templates.
User Management & Access
My Company Settings
Import & Export
Attributes
- Adding currency and exchange rates
- Importing attribute associations from Excel
- What are attributes and attribute values?
- Setting up sizes for pivot view
- Configuring your boxing screen
- Setting up payments terms
- Creating on/off switches
- Setting up discounts attributes
- Adding a unit of measure (UoM)
- Adding options to the payment type attribute
- Setting up attribute associations
- Setting up UoM conversion rates
- Setting up box template attributes
- Creating a freeflow text or number entry attribute
- Creating attributes with lists to choose from
- Associating attributes between references
- Setting up scales for pivot view
- Creating money and currency attributes
- Setting up attribute inheritance
- Adding attributes to transaction lines
- Configuring the inventory list view
- Duplicating an attribute
- Adding dates as attributes
- Assigning a customer or vendor to a specific warehouse
- Associating items to customers and vendors
- Using lot numbers
- Setting up attribute filtering