Introduction
Transaction screens
The following are the transaction modules that Paragon offers and are all more or less based on the same structure.
- Pack
- Order
- Quote
- Invoice
- Receive
- Pick
- Material Pick
- Purchase order
- Work order
- RMA
- Credit
- Reserve
- Ship
- Receive payment
- Vendor invoice
- Vendor credit
- Make payment
Navigate to any transaction
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Double-clicking any transaction will bring you to that transaction's detail view. You can also access the detail view by clicking on it (highlighting it) and then hitting the list-detail toggle button.
- Back button:
- Clicking this button will take you back to the previous screen you were on. It's important to note that this action does not undo any changes but simply preserves the current state of the screen before bringing you back to the previous screen in the exact condition you left it.
- Reporting button:
- Clicking on the reporting button for the first time will direct you to a selection of reports specific to the module you are currently in. For instance, if you are navigating the Order module, the reporting button will display all reports related to orders. Similarly, if you are working within the Invoice module, it will show you reports pertaining to invoices. To access a comprehensive list of all available reports in Paragon, simply click the reporting button a second time.
- List-detail toggle:
- This button allows you to switch between viewing a list of all records in the module and examining a single record in detail. In the list view, selecting a line and clicking this button will open up the record in detail. You can also double-click a line to access its details. When in the detail view, clicking this button will return you to the list view.
- Add new button:
- By clicking this button, you can create a new transaction or record within the current module. For example, if you are in the Order module, it will open a new order, and if you are in the Invoice module, it will open a new invoice.
Detail View
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Top section
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You have control over what attributes are shown in this area when you configure your transaction screens.
Bottom section
Deleting transaction lines
Once again, we will use the sales order as our example.
Select the order that you want to modify and click on the edit button.
Right-click on the line item you want to delete and select delete line item.
The deleted will not longer display. Click save.
Reordering line items on transactions
Paragon allows you to reorder line items in your transactions. In other words, you can choose the order in which to list the line items, regardless of the sequence in which they were entered. This can be used for different purposes, such as grouping items or listing them by price or quantity.
Using the sales order as our example, we have chosen an order and clicked the edit button.
Each transaction line has a line number associated with it (the first column in the line grid). Click on the line number of the item you want to reorder, and replace that number by its new position.
The line numbers follow the logic below.
Given the lines numbered 1,2,3,4,5:
- By changing line number 4 to 1, line 4 has moved up to line 1, and all the subsequent lines have moved down.
Track when your transactions are printed
In the more tab of your transactions, you are able to see when your transaction was last printed, as well as who triggered the print from the last printed and last printed by attributes.
What's next?