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Getting started with Paragon

Get a head start with ParagonERP. Learn about login, navigation, action buttons, and essential system settings for new users.

Table of contents

Welcome to ParagonERP. This guide provides a quick overview of essential topics to help you navigate the system and manage your business operations effectively.

Accessing Paragon

You can access the platform via your custom URL: https://yourcompanyname.paragon-erp.com.

  • Bookmark: We recommend bookmarking this link in your browser for easy access.

  • Multi-tabbing: You can log in to Paragon multiple times simultaneously. This allows you to open sales orders in one tab and products or customers in another for better multitasking.

Help and support

The help button is located in the top-right corner of your screen. Clicking it directs you to our support portal.

  • Knowledge base: Visit support.paragon-erp.com to find detailed guides.

  • Direct contact: If you cannot find an answer to your question, contact our team at eur-support@paragon-erp.com.

Interface and navigation

Paragon is designed to be intuitive, using a mix of sidebar modules and quick-action icons.

  • Module buttons: Frequently used modules (Product, Inventory, Purchase Order) are visible on the right. Click the << more button to reveal all available modules.

  • Keyboard shortcuts: After clicking << more, you can type the first letter of a module (e.g., 'I' for Inventory) to jump to it instantly.

  • Search bar: Located in the top-left, this bar allows you to search for records across the entire system.

  • Back button: Use the internal back button (arrow icon) within Paragon rather than your browser's back button to maintain your session state.

Common icons and buttons

You will encounter these icons throughout the system:

  • Create / Add (+): Used to create a new customer, product, or order.

  • Edit (Pencil): Must be clicked to modify an existing record.

  • Save (Floppy Disk): Saves your changes or master data.

  • Duplicate: Copies existing information to create a new entry quickly.

  • Cancel: Discards current input without saving.

  • The Action Button: Located at the bottom-right, this button is context-sensitive. For example, if you are in a quote, clicking print will generate that quote. Click the small arrow next to it to see further options like issue, complete, or void.

System settings and testing

Navigate to settings (gear icon) in the top-right for administrative tasks:

  • Test Mode Manager: Navigate to settings > system > test mode manager to experiment with new processes without affecting your live data or financial records.

  • User access: Manage users and permissions via settings > user access. You can define specific rights for viewing, creating, editing, or deleting data.

  • Print & Email configuration: Control whether documents are printed or emailed automatically based on their status (e.g., Quote, Invoice).

Working with records

  • Master data: When creating customers or products, always remember to click activate after saving. Records cannot be deleted once transactions are linked to them; instead, use deactivate to hide them.

  • Activity panel: The right side of a record (like a Product) shows a history of related transactions (Invoices, Orders, Receipts). You can filter this list by status (e.g., Issued, Voided) and click any entry to open it directly.

  • List vs. Detail view: Use the list-detail toggle button to switch between a list of all records and the specific details of a single item.