---
title: Create a tool
description: The tool module in ParagonERP allows users to track the type of tools needed for manufacturing goods. Here we will show you how to add tools to the system.
---

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October 22, 2026

# Create a tool

#### **Introduction**

The **tool** module in ParagonERP allows users to track the type of tools needed for manufacturing goods. Here we will show you how to add tools to the system.

 

### **Step-by-step instructions:**

- #### **Step 1: Open the tool module**

From the **home** screen, click the **more** button and navigate to the **tool** module.

![](https://support.paragon-erp.com/hs-fs/hubfs/Tool%20module-jpg.jpeg?width=530&height=536&name=Tool%20module-jpg.jpeg)

 

- #### **Step 2: Add a new tool**

This is the [list view](https://support.paragon-erp.com/aglv-using-list-view?hsLang=en) of the tool module. To create a new tool, click the **create new tool** button.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsne1527fdd3e8b256f9bf08336b9c5ab2a61595f27a36a74025f4e4e128e06d670af489320c7959c905de5b80c57e852af-1-1-1-3-1.png)

- #### **Step 3: Add attributes and information**

Here, you'll be redirected to an empty template to enter tool information. You'll notice it looks very similar to other [reference](https://support.paragon-erp.com/how-to-set-up-reference-screens?hsLang=en) screens in Paragon.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn1cace8075211824eeb93407515ba970ddb65ce213e2543fa55bca65e6bda8c955fc9ae303be5aeb86bdf68097fd44464-1-1-1-3-1.png)

 

 

In this step, you can begin to enter the appropriate information pertaining to the tool required.

 

- #### **3a: Business card**

In the business card panel, enter the tool **code.** We suggest using a SKU or UPC (anything that is unique).

The other fields in this first panel were set up in [tool settings](https://support.paragon-erp.com/set-up-reference-screens?hsLang=en). These fields are only mandatory if they were set as mandatory in tool settings.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsnc4336d5d7d5725dcd56d969d01046eb6393779b516db6926af25dbae3fe8f868a974c9106fb43eead4075f035599430c-1-1-1-3-1.png)

 

- #### **3b. Tool attributes**

Enter the tool attributes. Here, you can create different [attributes](https://support.paragon-erp.com/what-are-attributes-and-attribute-values?hsLang=en) pertaining to your tool.

 

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn750579fd19a885288c2d29a7e594e383ed8e2a95458a6d2db365fb5a086fe120f23c1fa7ad3521222003caf394d5fea7-1-1-1-3-1.png)

The attributes that you see on the screen are set up as **always show** in the tool screen settings. Click on the **add** button to see all available tool attributes.

If the information you'd like to enter is not in this list either, you will need to add it to Paragon through [reference screen setup](https://support.paragon-erp.com/how-to-set-up-reference-screens?hsLang=en).

 

 

- #### **3c. Attachments**

You can also add attachments to the tool information. 

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsna81055ed58c6ac55c9e8a19d3734e0cfd101af117529466a85ad78917f7c9220ee6c24d6eb4caf01e4102b551d62f306-1-1-1-3-1.png)

 

- #### **Step 4: Save**

4\. When you are done entering all the relevant information, click the **save** button.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn607bbbf5cdee9dd19a834b6630c46923a6f8d0806f3c9e1ed2a47ad8a2f76a16de5d4b339eea6718cea45d39f7b403cb-1-1-1-3-1.png)

Any fields that are left blank will no longer show on the screen when you save the tool.

 

- #### **Step 5: Activate the tool**

In order to add the tool to a transaction, you will need to activate it. As long as the tool is **inactive**, you will not be able to add it to a transaction. To activate the tool, click the **action** buttonin the bottom right corner of the screen.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsnc000ced738cd20d0ea7187abf0fbedcfb7bc2899f00a0c4a773540f4da830141a5fa6dc088f54f98cdf4e1aae9e33aaf-1-1-1-3-1.png)

 

**Activity Panel:** Once you have created transactions for the tool, they will appear in the activity panel.

- #### **Step 6: Add the tool to your product BOM**

Once your tool is active and ready to use, you can add it to your [Product BoM](https://support.paragon-erp.com/creating-and-updating-the-product-bill-of-materials-bom?hsLang=en).  

 

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsnba78bb0b8ce2ad32b0d440dc5328d0d24bee59d4d069f64e9157a247587982830000d1178d87a3b47f719e0b8a186aa0-1-1-1-3-1.png)

 

### **Related articles**

Now that you know how to create a tool, take a look at these articles to familiarize yourself with other references in ParagonERP.

[Create a customer](https://support.paragon-erp.com/creating-a-customer?hsLang=en)   
[Create a material](https://support.paragon-erp.com/creating-a-material?hsLang=en)   
[Create a product](https://support.paragon-erp.com/creating-a-product?hsLang=en)

 

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