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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