How to set up transaction screens in ParagonSMB

How to set up transaction screens in ParagonSMB

Introduction

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 reference screens.

Screen setup

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


 
Then, select screen setup under the system card.
 

 

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. It looks very similar to the actual credit transaction screen. To begin making changes, hit the edit button.


 

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.
  1. To change one of the business terms, click into the lower field.
  1. 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
  1. 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.
  1. 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.


 

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.


 

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.


 
 
After saving you will be told to log out to save changes. When you log back in, the changes you made to any modules will be applied in the system.



What's next?


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