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Paragon Basics
Master the essentials of Paragon, including navigation, core ERP concepts, and a glossary of terms to get you up and running.
Paragon Modules & Features
- What are attributes and attribute values?
- Getting started with Paragon
- ParagonERP Features Overview
- Using the test mode manager
- Introduction to Paragon functions and buttons
- Using the search bar
- Using the home screen in ParagonERP
- How do statuses work?
- AGLV - Using List View
- Using the activity panel
- What is pivot view, and how to enable it
- Translations (Customer, Product etc)
- How do transaction screens work
- What are associations?
- What do the pound symbols at the top of a transaction mean?
- How do addresses populate on transactions?
- Valid country codes in ParagonERP
Basic use Paragon
- Creating a sales order
- Processing backorders
- Creating units of measure (UOM)
- Purchase workflows and transaction statuses
- Creating a manual purchase order
- Creating and activating products
- Accessing the calendar in Paragon
- Understanding the "forbidden" page when trying to access ParagonERP
- Inventory inquiry with the Mobile application
- What are notifications?
- Why is my default currency symbol GBP?
- Log into Paragon
- Adding attachments in Paragon
- Creating a person
- Creating a customer
- Creating an event
- Using the transaction grid
- Creating new addresses
- Creating a vendor
- Using the order trail
- Using the add item modal
- Copying references using the copy function
- Using quick entry in transaction lines
- Using the Select a Company modal
- Emailing transactions and attachments
- Adding discounts to transactions
- Adding other charges to transactions
- Using the save and issue hotkey on transactions
- Creating items on the fly in transactions
- Creating a customer or vendor in a transaction
- Assigning units of measure and vendor references to products
- Getting started with Paragon
- Duplicating products and records
- Managing price agreements and customer discounts