ParagonERP

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ParagonERP

Modules

Modules

Translations (Customer, Product etc)

Receipt

Creating a receipt

Unpacking items directly from a receipt

Related Warehouses - Receiving into your third-party warehouse

Receive Payment

Receiving payments for an invoice

Receiving payments - Applying payment to a portion of an invoice

Offsetting invoices and credits of the same amount

Apply Under Payment to the GL

Creating receive payments

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Reservation

Creating a reservation

Creating a reservation from an order

Creating a reservation from a receipt

Using the Bulk Reservation Function

Transaction Basics

How do transaction screens work

Deleting transaction lines

How do addresses populate on transactions?

Setting up transaction prefixes

Re-sort transactions based on the item

Emailing transactions and attachments

Using the save and issue hotkey on transactions

Using the items tab in transactions

What is pivot view, and how to enable it

Transferring data when copying transactions

Link information between references/transactions to other transactions

Adding items using the advanced tab

Seeing all line item information on a transaction - Using the items tab

Using the Select a Company modal

Using the transaction grid

Navigating to customer and vendor from a transaction

Adding other charges to transactions

Adding header discounts to transactions

Adding and editing discounts to transaction lines

Using the add item modal

Entering header & line notes on transactions

View your inventory by location when adding an item to a transaction

What do the pound symbols at the top of a transaction mean?

Reorder line items on transactions

Setting up transaction screens

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Invoice

Creating an invoice from an event

Creating an invoice

Inheriting invoice information from an event

Automatically complete shipment after issuing invoice for the shipment in full

Pack

Creating a packing list

Using the boxing function

Purchase Order

Creating a purchase order

Include and modify the custom bill of material on a purchase order

Consolidating line items on purchase orders

Product

Creating a product

Creating and updating the product bill of materials (BOM)

Copy a BOM when copying a product

Duplicating products and materials

Adding images on Paragon

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Event

Creating an event from a reservation

Creating an event manually

Creating an event from a shipment

Creating an event from work orders

Quote

Creating a quote

Sales Order

Creating a sales order from a quote

Creating sales orders from reservations

Creating a sales order from a purchase order

Creating a sales order

Set up and enter manual orders for apparel

View outstanding orders through the Product module activity panel

See more

Pick Ticket

Creating a pick ticket

Using the Bulk Pick by Receipt Function

Assigning a location to a pick ticket

Shipments

Track shipment in transit costing on each individual receipt and shipment

Creating a shipment

Creating a shipment from an order

Creating a shipment from an invoice

Creating a shipment from multiple transactions

Receiving partial shipments

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Customer

Creating a customer

Copying references using the copy function

See what a customer owes in open AR

Using the AR Aging Report

Customer statements report

See more

Work Order

Adding a bill of material to a transaction

Creating a work order

Using work orders for manufactured products

Receiving work orders from different locations

Vendor Invoice

Creating a vendor invoice

Person

Sales Rep & Commission set up in Paragon

Creating a person

RMA

Creating an RMA manually

Creating an RMA from an invoice

Labor

Adding labor to invoices and orders

Setting up labor

Material

Returning material to stock when voiding a receipt

Creating a material

Vendor

Creating a vendor

Material Pick

Creating a material pick ticket

Make Payment

Creating make payments

Vendor Credit

Creating a vendor credit

Tool

Creating a tool

Credit

Creating a credit manually