How to set up transaction screens | ParagonERP

How to set up transaction screens

Information that is important to see on an invoice may not be the same information that is important to see on a shipment. For this reason, Paragon allows you to decide, on a module by module basis, how all your screens are configured. This document will explain how to set up all your transaction modules using attributes. You can also learn about what attributes are and how to configure them and how to setup your reference screens. Note that attributes must be setup before your transactions/reference screens.

Step 1: Go to the screen setup

From any screen in Paragon, hit on the settings button.

Then, select screen setup under the system card .

Step 2: Select the module you'd like to set up

This is a list of all the modules in Paragon whose screens can be configured. Choose the transaction screen you'd like to set up in the list on the left hand side. All transaction screens have a consistent layout, which means that once you're familiar with one, you can do them all!

As an example, credit was selected. This screen will be used to set up the credit transaction screen. It looks very similar to the actual credit transaction screen.

To begin making changes, hit the edit button.

Step 3: Edit the transaction ID

The first area you can customize is the transaction ID. Transaction IDs are composed of a prefix (1) and a number (2).

The prefix can be an alphanumeric value that will appear at the beginning of every transaction. The default prefix for credit is CR, and CR appears at the beginning of every credit transaction ID. The second part of the transaction ID is a number. This number increases by 1 for every transaction of the same type that is created. For every transaction type, you can decide the number at which the sequencing will begin. For example, credits can start at number 100 (101, 102, 103...), and invoices can start at number 300 (301, 302, 303...).

Note: Only a 6 character number will be accepted in these forms. If the numeric value is not being accepted, the value will appear in red. To prevent this, make sure all numeric values are 6 characters long (i.e. 300 is 000300). Manually enter 0's in front of the value.

To change the prefix or starting number of a transaction type, change the values in the two fields above the date.

As you add transactions to Paragon, this number changes to the number of the last created transaction. You cannot enter in a lower number than what is already there (i.e. you cannot start your transaction numbering from 1 again after transactions have already been created).

Step 4: Edit business terms

Next, you can edit the business terms that appear on the transaction. You can add up to six terms to this area, and arrange them in any order you like.

To change one of the business terms, click into the lower field. A drop-down list will appear. This list contains all the attributes that are currently set up. Select the term you'd like to have in this position on this transaction.

After you select a term from the list, the upper field name will change to display the default name of the term. This field is the term's label, and can be changed to say whatever you like.

For example, you can change box number to box #. To do so, click into the upper field and edit the text.


Step 5: Make business terms mandatory, if applicable

Depending on the transaction, you may want to make certain terms mandatory. To do this, hit the asterisk to the left of the business term.

A red asterisk denotes that a field is mandatory, meaning that a transaction cannot be created without entering a value.

A grey asterisk indicates that the field is not mandatory and the transaction can be created even if it is left blank.

Step 6: Edit tax security

You may, or may not want to allow certain users to override/ edit taxes. To set the tax security in any of the transaction modules, select one of the three options from the drop down menu: can be edited, cannot be edited, or, don't show.

Step 7: Edit line attribute

Step 8: Edit line discount

Step 9: Check out the more tab

All the information that is somewhat important but not always relevant to a transaction can be setup from the more tab.

Your most important transaction attributes can be set up to your preference, by checking the relevant attribute field box.

To add/change attributes, hit the edit buttonHit the add attribute button if you'd like to add a descriptive attribute to associate to the credit module.

Choose an attribute from the list displayed: 

Then, you can set up the attribute panel by following these steps:

  1. Assign the order of the attributes: This is done by assigning numbers, starting at 1, into the ordinal column.
  2. Make the attribute mandatory: If you check off this box, the attribute must be filled in before the reference/transaction is issued. 
  3. Allow the attribute to be added to the module more than once: This is useful for information like phone numbers and email addresses. 
  4. Make the attribute is always visible on the screenWhen you are creating a new reference, you are given a list of default attributes to fill in based on the setup you're doing here. If you want an attribute to always be part of this default list, check off always show. If you do not check this off, the attribute will be found in the blue plus button of the reference screen.

To remove any attribute from the attribute panel, hit the delete button to the left of the reference.

Step 10 : Save and logout

Once you have made the necessary changes hit the save button. You will receive a notification prompting you to logout.

When you log back in, the changes you made to any modules will be applied in the system.

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