Transaction Basics
How to Record NSF Cheques
Introduction If you have received payment from a customer or vendor and entered it into Paragon, only to find out later that your bank rejected it for NSF (Non Sufficient Funds), you will want to revert the transaction. This article will walk you ...
How to use the save and issue hotkey on transactions
Introduction When it comes to creating your transactions in Paragon, we understand that efficiency is key and that time is precious! This article explains how to use a simple hotkey to speed up the save and issue process for all of your transactions. ...
How to add items using the advanced tab
Introduction to the advanced tab Do you have multi-dimensional items that are much easier to use if you can enter all variations at once instead of selecting one SKU at a time? The advanced tab in the new item modal allows you to do just that. The ...
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 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 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 ...
How to email transactions and attachments
Emailing in Paragon is a feature that allows you to directly email transactions to your customer and/or vendor's email addresses. Attachments can also be added to your email. Here, we'll walk you through this process of emailing Paragon transactions. ...
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 ...
Removing zero quantity lines upon issuing a transaction
Introduction Paragon allows you to create a transaction from one or more transactions. This is a great way to save time and reduce errors in data entry. However, sometimes if the original transaction contains lines with zero quantities, you may not ...
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 ...
Selecting and printing transactions
Paragon printed outputs are integrated with a business analytic tool called Qlikview. For more information on reports and printing, click here. We would like to discuss printing outputs from the reports module. Qlikview has an output limitation, ...
Adding other charges to transactions
Introduction Other charges refer to any fees incurred when shipping goods, where these charges increase the total dollar amount on any given transaction. We'll show you how to create other charges attributes in Paragon, and how to apply them to ...
How to navigate to customer and vendor from a transaction
While on a specific transaction, you may want to access the company information related to it. Clicking on the company at the top of a transaction in inquiry mode will bring you to the appropriate customer or vendor module. Here, we'll show you how ...
How to link information between references/transactions to other transactions
Wouldn’t it be nice if item specific information from a reference module, e.g. product, customer, vendor, automatically appeared on a quote, sales order, or any other transaction? In Paragon, this is called attribute inheritance. Here, we'll walk you ...
How to transfer data when copying transactions
The ability to make exact replicas of Paragon transactions is a powerful feature. Adding this to your process will certainly improve your overall efficiency by reducing the number of errors that occur during data entry. As an example of when this ...
View your inventory by location when adding an item to a transaction
It's not uncommon for organizations to own different warehouses in separate geographical locations. Companies usually want to ship their items from their closest warehouse to reduce transport and customs costs. These companies would want their ERP ...
How to set up transaction prefixes
Introduction When transactions are created in Paragon, the transaction number is listed. However, you may choose to have a prefix next to the transaction number to easily and quickly identify the type of transaction that has been created. As an ...
Adding and editing discounts to transaction lines
Introduction There are several business models that benefit from giving or receiving incentives for purchasing goods or services. Offering your clients (or maybe your vendors offering you) price discounts is one way to accomplish this. In Paragon, ...
Adding header discounts to transactions
Introduction Offering discounts or rebates to your clients (or requesting them from your suppliers) is fairly common practice. As much as your clients love this option, it can be very difficult to assign and especially maintain the proper discounts ...
How to delete transaction lines
Introduction The following document explains how to delete line items in Paragon. Note: For the purposes of this wiki, the order module was used. However, this function works in all of the modules. Steps In the main screen select the appropriate ...
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 ...
Entering header & line notes on transactions
Here, we'll walk you through how to enter line notes and header notes on any transaction. In this example we're entering notes on a sales order. However, the same steps can be used for any transaction. Entering line notes When you're editing a ...
What do the pound symbols at the top of a transaction mean?
You may have noticed that when you create a new transaction, the pound symbol appears next to the customer's name. This "######" will be replaced by the transaction number once you save your transaction.
How to re-sort transactions based on the item
Introduction When you create a transaction, items get entered based on entry date rather than item number. However, there is a way to re-sort the items on a transaction. This wiki will walk you through how to do this. Although this document shows how ...
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 ...
How to add attachments in Paragon
In Paragon, you can attach URLs to any reference or transaction form or transaction line. This means that you can attach a URL to separate items on a sales order, invoice, quote, etc. (transaction lines or forms), or, to a product, customer, vendor, ...
How do addresses populate on transactions?
Introduction When you create a transaction, the address areas (such as bill to, ship to, bill from, and ship from) automatically populate with a default address from your company settings. The following document explains where these default addresses ...
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 ...
Using 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 ...