How to use the items tab in transactions | ParagonERP

How to use the items tab in transactions

The items tab available in Paragon transactions lists all the information associated with each transaction line.  This includes attributes, notes, prices, etc.


Accessing the items tab

To access the items tab, navigate to any transaction in Paragon and hit the detail view option to open the summary tab.  Click the items tab.




The items tab will display all line information from the summary tab.  Each line on the transaction will be represented by a section of the tab.  Each section will list all attributes associated with the transactions lines.


In the example above, each section has displayed the line attributes, prices, units, line discounts, etc. for each line item on the transaction.  This tab allows you to easily find all information associated with your transaction lines at a glance.

What's next?

Now that you know how the items tab works, you can view any line detail from any transaction in Paragon.

Perhaps some of these related articles would be helpful:

    • Related Articles

    • Reorder line items on transactions

      Paragon allows you to reorder line items in your transactions. In other words, you can choose the order in which to list the line items, regardless of the sequence in which they were entered. This can be used for different purposes, such as grouping ...
    • How to see all line item information on a transaction - Using the items tab

      Paragon allows you to add additional notes, attachments, discounts and attributes to line items on a transaction. This is helpful when there are line items with varying information. For example, in an order, several items might have different ...
    • Setting up Transaction Screens

      Introduction Information that may be important to see on an invoice may not be as relevant 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 article will explain ...
    • How to use the transaction grid

      Paragon ERPs grouping grid feature is an elegant solution to easy data entry and is an integral part of how users interact with the system. You will find it in multiple places in Paragon - one of which is in transaction lines throughout the software. ...
    • How do transaction screens work

      Introduction There are two main types of data screens in Paragon: reference screens and transaction screens. Here, we'll focus specifically on navigating around transaction screens and what you can expect from each section. The majority of screens in ...