How to use the grouping grid modal | ParagonERP

How to use the add item modal

Paragon ERPs grouping grid is an integral part of how users interact with Paragon. You will find it in multiple places in Paragon - one of which is whenever you add an item. Its purpose is to help you group products based on certain criteria or attributes.

How it works

In Paragon, any time you are creating or modifying a transaction you will find the new item modal by hitting the add a new line item button.





Doing this will open a modal where you will see all the products you have in Paragon.


From here we have multiple ways to find the products we need for the transaction being made.

Group by column

By rolling over the column headers for item name and description in the grid, a hamburger icon will be revealed. By hitting the hamburger in the column header you will get a drop-down giving you the option to group items by that column.



When you choose to do this, your grid will change accordingly to display items by the grouping of your choice, with the group name displaying above the items. You can narrow your search further by grouping with multiple columns. To view the detailed information for each line, simply click the arrow to display the drop down information.



You can remove a grouping by hitting the cancel buttonThe grouping option is currently available by item name, and description.


Change columns in the grid

When you first open the item modal you may notice that there is a section on the right side called columns.  You can click that section to expand it to select which of the default columns you want to see in your grid.  All column options are derived from attributes in your reference screens.  Any changes made to the columns will be saved by user.  This means that the next time you log into Paragon, the settings made last visit will be saved.





Select by grouped items

Once you've chosen what to group by, you can then select entire groupings with a single click by checking the group checkbox.


Or you have the option to choose items within the group individually.



Searching and filtering by warehouse

In the top right-hand corner of the grid you will see the options to search and filter by warehouse. This will help you to narrow down your search criteria and efficiently find what you need by knowing how much stock is available in each of your warehouse locations.



The sorting arrow

On the first column in the grouping grid, ID, you will see a small arrow. This arrow represents how that column's information is being displayed to you. By hitting the arrow you can reorganize the display. There are two possible orientations to pick from.

Ascending alphabetically


 

Descending alphabetically


 

Multi-selecting

Another way to make it easier for you while you add products to your transaction is through the use of the shift key.

Step 1:

While in the modal, hold down the shift key.

Step 2:

Choose an item by clicking the check box of that line.


Step 3:

While still holding the shift key, choose another product down the list and you will instantly select all of the items in between the two.


 

Step 4:

You can always clear all your selected items by hitting the clear selections button at the bottom of the modal:




    • Related Articles

    • What is pivot view, and how to enable it

      What is pivot view? Products in Paragon are set up by SKU or, unique ID. This means that there is a different product record for every style, color and size. That, in turn, means that a new product needs to be added to a transaction for every size of ...
    • How to use the Select a Company modal

      How it works In Paragon, any time you are creating or modifying a transaction you will find the select a company modal by hitting the [...]  button next to the customer drop-down menu. Doing this will open a modal where you will see all the companies ...
    • How to set up scales for pivot view

      Pivot view is a way to see all of the sizes in a size scale for a product horizontally across the screen rather than vertically. In order to use pivot view, you'll have to first make sure that your sizes, and size scales are set up in the attribute ...
    • Product profitability report WIGO

      Introduction Paragon performs costing automatically. It takes your costing method (FIFO or LIFO) into account when calculating a unit inventory value every time items are shipped out and received. The product profitability WIGO report allows you to ...
    • How to set up sizes for pivot view

      Pivot view is a way to see all of the sizes in a size scale for a product horizontally across the screen rather than vertically. In order to use pivot view, you'll have to first make sure that your sizes and size scales are set up in the attribute ...