How to associate attributes between references | ParagonERP

Associating attributes between references

Introduction

In Paragon, you can link information from one set of data to another. The associations function in Paragon can be used to accomplish this. We use the term references for data sets such as vendors, products, customers, etc.. By setting up attributes or fields of information within these reference tables, you can link common information from one reference table to another. Here, we'll walk you through the option of creating one-to-many associations in Paragon.

Navigate to the product module

From any screen, navigate to the product module. 


Here, you can see that the initial purchase cost is setup as 650 USD.


Click the Associated tab to enter associations.



Add associations

Please note that the automatic application of these associations can only be triggered by a rule.  Please contact us at support@paragon-erp.com for help setting up rules. 
We'll make a one to many association to tell the system to use a different purchase cost if a specific vendor is chosen and if a volume of 75 units is ordered.

Click the edit button in the top right-hand corner of the screen.


Now, click the add button on the left. A modal will pop up and you'll be prompted to enter a reference type and reference ID.



Here we are choosing a vendor. 



Click the next button. Now, you'll be prompted to enter your associations. Here, we're choosing the Purchase Cost.


Choose these attributes from the drop down menu, and enter the amounts in the blank fields.


Once you're done adding your associations, click the accept button. You will now be able to see your one-to-many association.


Click the save button once you're done.




What's next?



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