---
title: ParagonERP Features Overview
description: Overview of Paragon-ERP features
---

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1. [ParagonERP](https://support.paragon-erp.com/?hsLang=en)
2. [Paragon Basics](https://support.paragon-erp.com/paragon-basics?hsLang=en)
3. [Paragon Modules & Features](https://support.paragon-erp.com/paragon-basics?hsLang=en#paragon-modules-features)

January 6, 2026

# ParagonERP Features Overview

## Comprehensive feature list organized by domain

### 1. Sales

### Core Features

#### Customers

- Extensive customer management
- Manage customer specific attributes
- Customize list views
- Customer reporting

#### Quotes & Orders

- Create quotes quickly and easily, including images
- Track quote status, reminders
- Create, manage and track sales orders
- Standard orders, Web orders, Counter orders, Make to order
- Easy order entry of styles per color and size (apparel)
- EU One Stop Shop VAT management

#### Pricing & Discounts

- Price books
- Volume discounts
- Customer-specific discount agreements
- Complex price structure management

#### Invoicing

- Standard invoices
- Credit notes
- Aggregate invoices
- Automated invoicing workflows

#### Order Management

- Automated and customizable workflows
- Web order status tracking
- Backorders
- Credit limitation

#### Shipping & Logistics

- Managing shipments
- Carrier integration
- Generating packing slips
- CMR bills of lading

#### Returns Management

- Efficient processing of returns
- Creating return slips
- Generate credit memos

#### Workflow Features

- Automated flexible workflows
- Customize sales workflow to business processes
- Skip steps where necessary (e.g., packing slips or delivery notes)
- Personal work list with customizable views
- Customizable list columns and filters
- Save multiple layout views for easy switching

---

### 2. Purchase

### Core Features

#### Vendors

- Extensive vendor management
- Manage vendor specific attributes
- Customize list views
- Vendor reporting

#### Purchase Orders

- Create, manage, and track purchase orders
- Automatically generated orders based on inventory levels
- Link to sales - turn sales orders directly into purchase orders

#### Supplier Management

- Detailed supplier database
- Price agreements
- Supplier-specific item codes
- Management of supplier-specific price agreements
- Print supplier codes on purchase orders

#### Goods Receipt

- Managing incoming goods
- Automatic update of inventory records

#### Purchase Invoicing

- Processing incoming invoices from suppliers
- Managing purchase credit notes

#### Tracking & Analytics

- Order tracking - track status from order to delivery
- Expected delivery times
- Reports and analytics on purchasing activities
- Spend by supplier reporting
- Purchasing trends analysis
- Delivery performance tracking

#### Workflow Features

- Automated flexible workflows
- Automated purchase order creation based on minimum inventory
- Personal work list with customizable views

---

### 3. Inventory

### Core Features

#### Products

- Extensive product management
- Manage customer specific attributes
- Product variants
- Product style, color, size management (apparel)

#### Inventory Control

- Real-time stock overview
- Stock overview by style and color (apparel)
- Track directly and indirectly available stock
- Stock by item and location visibility
- Inventory reservation and allocation
- Track inventory in process

#### Warehouse Management

- Management of multiple physical warehouses
- Multi-warehouse management across locations
- Location management - optimize storage locations
- Management of specific bin or shelf locations
- Transfers between locations
- Centralized view of all inventory levels

#### Inventory Valuation

- FIFO (First-In First-Out) method
- LIFO (Last-In First-Out) method
- Clearly traceable calculations

#### Inventory Accuracy

- Cycle counting
- Keep inventory levels accurate
- Real-time updates

#### Cost Management

- Cost allocation - assign costs like transportation
- Accurate financial reporting
- Profit calculations

#### Reporting & Analytics

- Comprehensive reports on inventory levels
- Inventory movements tracking
- Trend analysis
- Better insight for decision-making

---

### 4. Assembly

### Core Features

#### Work Orders

- Management of entire assembly process from start to finish
- Generate, manage and track work orders
- Control and track each assembly step
- Customize standard parts lists on work orders
- Modify assemblies in work order process

#### Bill of Materials (BOM)

- Creating and managing BOMs
- Parts lists with materials, resources and labor
- Customize parts lists for specific compositions
- Automatic cost updates when part values change
- Always maintain good view on margins

#### Production Management

- Composition management - manage recipes and parts lists
- Accurately track production
- Flexible workflow customization
- Meet specific production process needs

#### Cost Calculation

- Automatic calculation of total cost of finished products
- Material costs included
- Labor costs tracked
- Overhead costs calculated
- Accurately calculate assembly process costs

#### Inventory Integration

- Real-time raw materials inventory tracking
- Semi-finished materials tracking
- Avoid production interruptions

#### Reporting & Analysis

- Detailed reports on production efficiency
- Material consumption tracking
- Key production statistics

---

### 5. ParagonWMS (Warehouse Management System)

### Core Features

#### Mobile Application

- Mobile Warehouse Management System extension
- Picking app for mobile devices
- Everything integrated from Inventory module
- Compatible with barcode scanners (e.g. Zebra TC27)

#### Barcode Scanning

- Fast and accurate inventory updates
- Pick processing accuracy
- Barcode scanning for production orders
- Barcode scanning for assembly orders

#### Picking Operations

- Specific mobile picking application
- Work with bin or trolley system
- Scan bins and items
- Transfer picking between employees
- Transfer picking between warehouses during process
- Fast and flexible picking

#### Inventory Management

- Real-time cycle counting (periodic stock counting)
- Instant inventory updates via app
- Move goods between locations
- Efficiently moving goods between warehouses
- Update inventory with app

---

### 6. ParagonBI (Business Intelligence)

### Core Features

#### Data Warehouse

- Real-time data reporting
- Google Big Query integration
- Real-time data synchronization
- Complete data availability
- Combine data from multiple sources
- Supply chain analytics
- Insights into inventory movements and costs

#### Reporting Tools

- Looker Studio integration - standard reports included
- PowerBI compatibility
- QlikView compatibility
- Customizable reports
- Easy report expansion
- Mobile access - view on the go

#### Dashboards

- Visualize key business information
- Configurable dashboards
- Real-time insights

#### Analytics Coverage

- Sales analysis
- Cost analysis
- Inventory performance
- Supply chain analytics
- Advanced data analysis and visualization

---

### 7. General Features & Customization

### Customization & Personalization

- Design custom templates for invoices, purchase orders, packing slips, etc.
- Add unlimited custom fields
- Configure screen layouts
- Powerful custom rules to automate tasks
- Enforce policies through rules engine
- Customizable list views with specific filters
- Save different layout views per module

### Reporting & Analysis

- Access to variety of built-in reports for all modules
- Business Intelligence tool for advanced analysis
- Advanced data visualization

### Email Configuration

- Advanced email rules
- Email configuration options

### User Experience

- Customize list views
- Apply specific filters
- Save different layouts
- Personal work lists
- Easy view switching

---

### 8. Integrations

### E-commerce & Marketplaces

- Shopify
- WooCommerce
- NuOrder

### Financial & Accounting

- Minox Online
- QuickBooks

### Transport & Shipping (TMS)

- TALIS TMS
- 2ship

### Business Intelligence

- Google Big Query
- Looker Studio
- PowerBI
- QlikView

### Service Management

- SimpleSimon

### Data Exchange

- EDI integration
- EU VAT validation
- Xperience API - connect with other systems

---

### 9. Apparel-Specific Features

### User Interface

- All modules contain Style/Color/Size grids
- Grid view for easy ordering

### Workflow

- Collection management by:
- Bulk Pick by Receipt
- Bulk Inventory movement
- Bulk Reservation
- Create/copy/update style and color

### Product Management

- Cost sheet management
- Style creation
- Style update

### Standards & Compliance

- GS1 color codes support

### Tax Management

- Canadian Tax Rates
- Tax exemptions
- Child clothing tax considerations

### Reporting

- Cut & Sold reports
- Order Status reports

---

### Key Value Propositions

1. **Customer Experience Focus**
   
     - Make your customers happy
     - Enhanced customer experience capabilities
     - Easy to use UI with tailored search functions
     - Inform customers at the right time
2. **Flexibility**
   
     - Customizable workflows
     - Configurable screens
     - Unlimited custom fields
     - Powerful business rules
3. **Integration Capabilities**
   
     - Pairs effortlessly with current systems
     - Best-in-class software integrations
     - Comprehensive API access
4. **Easy Migration**
   
     - Painless transition from Windows systems
     - Conversion solutions available
     - Proof of Concept approach
     - Working system as soon as possible
5. **Cloud-Based Benefits**
   
     - Modern cloud capabilities
     - Real-time data access
     - Mobile accessibility
     - Automatic updates

---

- [Paragon Basics](https://support.paragon-erp.com/paragon-basics?hsLang=en#main-content)

    - [Paragon Modules & Features](https://support.paragon-erp.com/paragon-basics?hsLang=en#paragon-modules-features)
    - [Basic use Paragon](https://support.paragon-erp.com/paragon-basics?hsLang=en#basic-use-paragon)
    - [Advanced use Paragon](https://support.paragon-erp.com/paragon-basics?hsLang=en#advanced-use-paragon)
    - [Paragon policies](https://support.paragon-erp.com/paragon-basics?hsLang=en#paragon-policies)
    - [Customer](https://support.paragon-erp.com/paragon-basics?hsLang=en#customer)
- [Configuring Paragon](https://support.paragon-erp.com/configuring-paragon?hsLang=en#main-content)

    - [Basic Settings](https://support.paragon-erp.com/configuring-paragon?hsLang=en#basic-settings)
    - [Advanced Settings](https://support.paragon-erp.com/configuring-paragon?hsLang=en#advanced-settings)
    - [My Company Settings](https://support.paragon-erp.com/configuring-paragon?hsLang=en#my-company-settings)
    - [User Management & Access](https://support.paragon-erp.com/configuring-paragon?hsLang=en#user-management-access)
    - [Import & Export](https://support.paragon-erp.com/configuring-paragon?hsLang=en#import-export)
    - [Attributes](https://support.paragon-erp.com/configuring-paragon?hsLang=en#attributes)
    - [PDF Templates](https://support.paragon-erp.com/configuring-paragon?hsLang=en#pdf-templates)
    - [Configuring - Aloha](https://support.paragon-erp.com/configuring-paragon?hsLang=en#configuring-aloha)
    - [Product](https://support.paragon-erp.com/configuring-paragon?hsLang=en#product)
    - [Associations](https://support.paragon-erp.com/configuring-paragon?hsLang=en#associations)
- [Purchase](https://support.paragon-erp.com/purchase?hsLang=en#main-content)

    - [Vendor & Product](https://support.paragon-erp.com/purchase?hsLang=en#vendor-product)
    - [Purchase Order](https://support.paragon-erp.com/purchase?hsLang=en#purchase-order)
    - [In Transit & Receiving](https://support.paragon-erp.com/purchase?hsLang=en#in-transit-receiving)
    - [Vendor Invoicing](https://support.paragon-erp.com/purchase?hsLang=en#vendor-invoicing)
    - [Vendor](https://support.paragon-erp.com/purchase?hsLang=en#vendor)
- [Manufacturing](https://support.paragon-erp.com/manufacturing?hsLang=en#main-content)

    - [Work Orders](https://support.paragon-erp.com/manufacturing?hsLang=en#work-orders)
    - [Bill of Materials](https://support.paragon-erp.com/manufacturing?hsLang=en#bill-of-materials)
    - [material](https://support.paragon-erp.com/manufacturing?hsLang=en#material)
- [Inventory](https://support.paragon-erp.com/inventory?hsLang=en#main-content)

    - [Warehouse Management](https://support.paragon-erp.com/inventory?hsLang=en#warehouse-management)
    - [Inventory Adjustment](https://support.paragon-erp.com/inventory?hsLang=en#inventory-adjustment)
    - [Inventory Value](https://support.paragon-erp.com/inventory?hsLang=en#inventory-value)
    - [Inventory Transfer](https://support.paragon-erp.com/inventory?hsLang=en#inventory-transfer)
    - [Picking](https://support.paragon-erp.com/inventory?hsLang=en#picking)
    - [Packing](https://support.paragon-erp.com/inventory?hsLang=en#packing)
- [Sales](https://support.paragon-erp.com/sales?hsLang=en#main-content)

    - [Sales Order](https://support.paragon-erp.com/sales?hsLang=en#sales-order)
    - [Reservations](https://support.paragon-erp.com/sales?hsLang=en#reservations)
    - [Returns](https://support.paragon-erp.com/sales?hsLang=en#returns)
    - [Invoicing](https://support.paragon-erp.com/sales?hsLang=en#invoicing)
- [Finance](https://support.paragon-erp.com/finance?hsLang=en#main-content)

    - [Financial Settings](https://support.paragon-erp.com/finance?hsLang=en#financial-settings)
    - [GL Mapping](https://support.paragon-erp.com/finance?hsLang=en#gl-mapping)
    - [Journal Entries](https://support.paragon-erp.com/finance?hsLang=en#journal-entries)
- [Reports](https://support.paragon-erp.com/reports?hsLang=en#main-content)

    - [Financial Reporting](https://support.paragon-erp.com/reports?hsLang=en#financial-reporting)
    - [WIGO](https://support.paragon-erp.com/reports?hsLang=en#wigo)
- [Integrations](https://support.paragon-erp.com/integrations?hsLang=en#main-content)

    - [QuickBooks](https://support.paragon-erp.com/integrations?hsLang=en#quickbooks)
    - [Minox](https://support.paragon-erp.com/integrations?hsLang=en#minox)
    - [Shopify](https://support.paragon-erp.com/integrations?hsLang=en#shopify)
    - [2Ship](https://support.paragon-erp.com/integrations?hsLang=en#2ship)
    - [Mobile](https://support.paragon-erp.com/integrations?hsLang=en#mobile)
    - [Google](https://support.paragon-erp.com/integrations?hsLang=en#google)
- [Release Notes & Rules](https://support.paragon-erp.com/release-notes-rules?hsLang=en#main-content)

    - [Rules](https://support.paragon-erp.com/release-notes-rules?hsLang=en#rules)
    - [Release Notes](https://support.paragon-erp.com/release-notes-rules?hsLang=en#release-notes)
- [Transactions](https://support.paragon-erp.com/transactions?hsLang=en#main-content)

    - [Receive Payment](https://support.paragon-erp.com/transactions?hsLang=en#receive-payment)
    - [Transaction Basics](https://support.paragon-erp.com/transactions?hsLang=en#transaction-basics)
    - [Quote](https://support.paragon-erp.com/transactions?hsLang=en#quote)
    - [Sales Order](https://support.paragon-erp.com/transactions?hsLang=en#sales-order)
    - [Make Payment](https://support.paragon-erp.com/transactions?hsLang=en#make-payment)
    - [Credit](https://support.paragon-erp.com/transactions?hsLang=en#credit)
    - [Invoice](https://support.paragon-erp.com/transactions?hsLang=en#invoice)

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