Item visibility in orders

In certain cases, you may notice that not all products are visible when adding items to an order. This usually occurs when specific price or discount agreements have been set up for the selected customer.

Filtering based on discount agreements

When a customer has pre-configured discounts, Paragon defaults to showing only the items included in those agreements. This helps you quickly select the products relevant to that specific client. These agreements are managed in the references (RELATIE) tab of both the customer and product records.

How to show all items

If you need to add an item that is not part of a specific discount agreement, you can manually clear the filter:

1. Open the product selection pop-up in your order.

2. Click the X icon next to the filter text (e.g., "customer name items only").

3. The full product list will now be displayed.

Adjusting system-wide settings

If you prefer the system not to filter by customer or vendor automatically, you can disable this feature in the settings.

• For Sales Orders: Go to settings > system > my company > summary tab and uncheck Filter by customer.

• For Purchase Orders: Go to settings > system > my company > summary tab and uncheck Filter by vendor.