Creating a customer or vendor in a transaction
Introduction
When creating a transaction, you may realize that the customer or vendor that you are creating the transaction for does not exist yet. Without disrupting your workflow, you have the ability to create a customer or vendor on the spot, rather than having to go to the customer or vendor module to create one.
This article will walk you through creating customers and vendors while creating your transaction, allowing you to keep on track without leaving your transaction module!
Create a transaction
To get started you will first need to create a transaction, so simply choose the necessary module from the side bar or by clicking the more button from anywhere in Paragon.
You will not be able to create new customers or vendors in the receive payment or make payment modules.
Create a new customer or vendor
When you are in your chosen transaction, click the customer dropdown to see your list of customers and you should see an option to create a new customer. If you are in a vendor module such as purchase order or vendor credit this option will be labelled as create a new vendor.
Fill out new customer/ vendor information
Clicking create new will open a new modal allowing you to create a new customer or vendor without having to navigate to the corresponding module and disrupt your transaction. The code attribute will automatically be filled in with the next number in sequence (if automatic sequencing is turned on) but you can change this as necessary as well as filling in any other attributes that you have set up for your products. To learn more about attributes and attribute setup, take a look at our article on What are attributes and attribute values?
When you are happy with your product details either click accept to continue or cancel if you have changed your mind. Clicking accept will automatically save and activate your new customer or vendor.
A customer/ vendor must have a code before you click accept otherwise it cannot be created.
Creating a customer/ vendor without a code
If you do click accept on your newly created customer and it is missing a code, you will receive a toaster informing you that the company could not be created and you will be taken to that company module to finish setting up your customer or vendor manually from the corresponding module.
The toaster will appear as below for vendor transactions.
Creating a customer/ vendor with a mandatory attribute
Similar to creating a company without a code, if you try to create a customer or vendor without filling in a mandatory attribute, you will also be redirected to the corresponding module to fill out the necessary attributes. Any information you already filled out will be transferred over. For more help with mandatory attributes, take a look at our article on How to set up reference screens.
Leaving a customer/ vendor in edit mode
If you are already editing a customer or vendor in its module and try to go back to the transaction to create a new one, a notification will appear informing you that you already have a customer or vendor being edited. Simply click the cancel or save button to take your customer/ vendor out of edit mode and you can create a new one as needed.
This is the toaster that will appear for the vendor module.
Add more details
If you want to have access to all of the information you can attach to a customer or vendor, such as notes and attachments and the associations tab, then you can click add more details to bring you to the full module. This allows to you create a customer/ vendor as normal but it will already have any attributes you have already filled out.
Save and select your new customer/ vendor
After finalizing your customer or vendor and clicking activate, you can navigate back to your transaction as usual. Your company has been saved and activated and will automatically be selected for your transaction. You can also check your drop-down menu to see your new activated customer or vendor in the list.
What's next?
If you're looking for more help on creating products, attributes, and configuring screen set up, take a look at these handy articles and explore further!
Related Articles
Creating a customer
Introduction Paragon offers many options to cover all of your business needs. Having active customers in the system is the best way to make sure that you can easily track to whom you are selling, when, and for how much. So creating new customers is ...Creating a vendor credit
Introduction If your supplier has refunded you on items that you have returned or perhaps for items that you received in error or with defects, they will often issue a vendor credit. This transaction would then be used to either buy more goods or to ...Customer and vendor history WIGO reports
Introduction The purpose of the history reports is to see all the activity that has happened for a specific company from your customer or vendor list. The reports will allow you to view both summarized and detailed information at a glance for any ...What's new with Paragon - April 4, 2017
Here’s what we've been working on to make ParagonERP work better for you. Additional transactions added to the activity panel Did you know that you can access transactions associated to a product within the product module itself? This is called the ...Creating a vendor
Introduction It would be common sense to say that keeping track of your vendors is a crucial step for any business operations. And it is also true that paperwork can be daunting, dare I even say, dreadful. Thankfully, Paragon is there to help you ...