![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)
Configuring Paragon
Tailor the system to your business needs by managing users, access levels, company settings, attributes, and document templates.
Basic Settings
- Managing addresses for customers and vendors
- Configuring company email
- Setting up reference screens
- Warehouse setup
- Setting up EU taxes
- Setting up transaction screens
- Customer pricebook setup
- Sales discount setup
- Setting up fiscal years and GL periods
- Setting up taxes
- Setting up payments terms
- Configuring your boxing screen
- Uploading attachments and images into Paragon
- Customizing grid views and columns
- Managing units of measure on purchase orders
Advanced Settings
- Unit of Measure (UOM) conversion and setup
- Using advanced settings in transaction screens
- Sales Rep & Commission set up in Paragon
- Adding images on Paragon
- Setting up sizes for pivot view
- Setting up transaction prefixes
- Email settings for multiple addresses
- Managing sales discounts and pricing hierarchy
My Company Settings
User Management & Access
Import & Export
Attributes
- Adding currency and exchange rates
- Importing attribute associations from Excel
- 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
- Attribute Categories