How to set up your company information | ParagonERP

Set up your company information


Before starting anything, you should store relevant information about your company, or how you want things to look. Luckily, Paragon stores all these settings in My Company, where all the changes and necessary configurations can be found in one place. In this article, we will walk you through how to get you started. 

Navigating to My Company

You need to start off by going to my company. Click the settings button at the top right hand side of the screen. This will bring you to the settings screen.


From here, click my company under the system card.

You will be brought to the my company page. Here, you'll find default information about your company that you provided while signing up for Paragon.

This article will walk you through how to set up the summary, identifier, financial and custom tabs. 


To change or add to any of the following sections, click the edit button at the top right-hand side of the screen.

The summary tab

Within the summary tab, there are multiple sections to fill out. The important ones are: the business terms, the module configuration and the related warehouses. Notes are optional, but handy if you need them.

Set up business terms

Your company's basic information is in the top left-hand section. We refer to this section as the business terms.

Here you can enter a phone number, email, insert a logo and add more addresses.

If your company has multiple shipping or billing locations, you can add additional addresses here in the my company section by clicking the blue arrow, and clicking new address. Once you do this, you will be able to choose the billing or shipping addresses on each transaction in Paragon.

If you want to set up your shipping addresses as third-party warehouses, check out the Related Warehouse Locations section of this article. We have detailed instructions on adding addresses in Paragon.

This additional document will explain how to add additional addresses to selected modules.

Module configuration


You can pivot your transaction grids based on two different attributes. The most commonly used attributes are scale and size. The term pivot is used to describe the way that the transaction lines are viewed or used. If your products have individual records by size, you can choose if you want to view the line information by style or by style/size.

Available to sell (ATS) calculations

You will be able to select from one of three ATS options.


The options calculate your ATS as follows:

  1. ATS = Stock + Inbound Goods - Allocated Goods
  2. ATS = Stock - Allocated Goods
  3. ATS = Stock

Inbound Goods consist of the following:

  • Open Purchase Orders
  • Open Work Orders

Allocated Goods consist of the following:

  • Reservation
  • Pick
  • Pack
  • Open Shipments

You can now see the calculated ATS units on any product modal in ParagonERP:

Remove lines with 0 quantities on issue of transactions

You can have lines without quantity automatically removed when a transaction is issued. This is especially useful when processing back orders where only one item is left outstanding until it can be fulfilled. It can be configured granularly per module with these three options: always remove the lines, never remove them, or to be asked before doing so.

Click on the view button right next to 'Remove lines with 0 quantities on issue of transactions,' you will be able to see how the modules are currently configured.
By default, all modules are set to NEVER

To change the settings, click the edit button.

On the screen, the view button will be changed to edit instead. From there you'll be able to configure the modules to your liking by selecting one of the three options listed in the drop down for specific transactions.

When you're done, click the accept button.

Note that you are free to cancel the changes at any point. 

Do not forget to save your changes in My Company, else the configurations will revert back. 

If the module is set to Always

As soon as you issue a transaction, any product with a line quantity equal to zero will vanish. 

If the module is set to Ask

If you have products with a line quantity equal to zero, a popup will appear, asking if you want to remove those products when you attempt to issue the transaction.

If "yes" is clicked, those products will disappear. However, if "no" is clicked, the products will remain, and the status will change to "issued". In this example, we will click "yes."

If the module is set to Never

The items on a transaction with a quantity equal to zero will never disappear.

This is all true when using bulk edit from the list view as well.

Do you have a third-party vendor that manages your inventory? In some cases, a company will use a third party logistics warehouse (3PL) to store and ship its products. Before starting, you should have vendors created, if you haven't already done so. Don't forget to activate them.

While adding your vendor, you have to make sure that their shipping address is the address of the location where the goods are held. This address will be used later when creating the location in Paragon.
Once that is all done, you will have to link the vendor(s) to your company. 

Click the add new button. A field will appear. From the drop-down list, select the vendor you want related. You can add as many as you want. 

Now that the vendor account has been created and linked to your company, you will need to create a new warehouse location corresponding to that warehouse. The trick here will be to select the address that you have previously set up in your vendor account during step 1.

Identifier tab

Sometimes, identifying a product, customer or any other type of reference can be difficult when you use codes or abbreviations. In Paragon, a record identifier helps you quickly identify a record within a module's list view.  A record identifier can be a combination of any attributes you have set up. For example, the record identifier for a product could be style + color + size.

Please take special care when adjusting record identifiers.  The incorrect settings may result in invalid data.  Feel free to contact us at for more information.

First, open the identifier tab and click the edit button if you haven't done so already.

Add or edit record identifier

Paragon comes with a few record identifiers that are automatically set up during the install process. Included in the default items:

  1. Items (such as products and materials)
  2. Company (relates to modules like customer and vendor)
  3. GL Accounts (defines the naming of GL Accounts with their account numbers)
  4. Locations (for warehouse information)
  5. Person (relates to the person module which can be used for employee info)

Click the add button and then start entering the pertinent information. Once you're done, click the save button.

  • Module: that is the module for which you wish to add or edit the record identifier
  • Ordinal: that is the position in which the identifier will appear if you're selecting multiple identifiers for one module
  • Attribute: that is the attribute or information that will feed the identifier
  • Field: that is the database field that will feed the identifier

Note: you do not need to fill both an attribute and a field - but at least one needs to be defined.

If any changes are made to the identifier records on this page, you must select that record and click the rebuild record identifier button to make the changes throughout Paragon.

Now that the record identifier has been created or edited, you can log out and back into Paragon. Then, navigate to the module you were working on and you will now see the new identifiers in the first column of the module list view.


By default, Paragon only lists the item's short description in the list view (this is the product or material code as entered in the detail view of that item).

Paragon's default identifiers for items (products, materials, etc.): 

Identifiers page:

Product list view:

In this scenario, we already have values for style, color, and size on the product - and now with the change to the identifiers, this is what is shown in the product list view.

This is an example of Paragon's identifiers after they have been changed to reflect the way items are categorized in a clothing business workflow:  

Identifiers page

Product list view:  

Financials tab

First, open the identifier tab and click the edit button if you haven't done so already.

In order set up the financials tab, this following link will walk you through the steps on how to create bank accounts and how to add them to the financial tab.

Automatic journal entries

You have the choice to set up if and when automatic journal entries should be created in Paragon.

Note that financial transactions are: invoice, credit, receive payment, make payment, vendor invoice and vendor credit.

If the setting Allow edit to transactions with linked journal entries is unchecked, you can modify an issued financial transaction in such a way that the associated journal entry would not be changed.
For instance, you can change an attribute, add a note or an attachment. 
However, if you modify the transaction in a way that would affect the journal entry or the total value of the transaction (i.e modify the quantity, line discounts or other chargers), Paragon will block you from saving your changes and a red notification will appear.


Next, you have the option to choose a default currency, as well as an accounting currency. This information was automatically filled in based on how you signed up for Paragon, however, it can be changed if you want.  

If you do decide to change your accounting currency and then click the save button, a warning modal will appear (shown below). If you click the cancel button, the screen will stay in edit mode. If you click the accept button, the accounting currency will be updated and you will be required to log out and back in to update your system.

Save your changes

Once you are done with your edits, click the save button located at the bottom right corner of the screen.

What's Next?

For more information on setups, take a look at these:

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