Rules
Rule - Calculate cost on receipt transaction
Introduction ParagonERP can help small businesses manage their day-to-day operations using rules. Rules allow you to change the behavior of the software to suit your business’ specific needs without having to change the software itself. In other ...
Rule - Sending an email with the appropriate custom PDF
Being able to keep efficient electronic communication between you and your customer is a great asset in this day and age. In Paragon, we already have a few great features related to this: one being that you can email PDF output of a transaction ...
Rule - Automatically create receipt for partial shipments
As a user you might want to partially ship orders to your customer based on what you receive from your vendors. You may also want to automatically create partial receipts for any outstanding purchase orders. This is a possible workflow for this ...
Rule - How to bulk activate/deactivate references
Activating/deactivating references based on business logic can be a critical task to handle if you have bulk references. Occurrence of human error has a higher possibility in such redundant jobs. As a result, you might want to automatically ...
Rule - Automatically fill email address
You might want to save time and reduce the chance of mistakes when entering multiple email addresses every time you want to send transactions to your customers/vendors. Maybe you want to pull the email information from that customer/vendor module ...
Rule - Populate discount % on transaction lines based on the header discount %
When dealing with transactions, you may want to carry the discount rate from one transaction to another; order to invoices for example, while fulfilling the order with multiple deliveries. As a result you want to carry the discount for all line items ...
What is the rules wizard and how does it work?
ParagonERP offers what we call rules, that allow users to change the behavior of the software to suit their business’ specific needs without having to change the software itself. Some rules can be created by Jonar upon request from the customers. ...
Rule - How to set up pricing by quantity
For some products, depending on industry practices, customer contracts, or other purposes, you might want to calculate and indicate the total price for a certain quantity of your product. For example, if you always sell a product by thousands, it ...
Rule - Automatically generate pick tickets from sales orders
Some businesses choose to create a pick ticket as soon as they get an order and finalize it. This means that they would like to have the entire order automatically picked by default. Even though you are able to do this manually in Paragon, such ...
Rule - Create a work order automatically from an order
Does your manufacturing workflow involve creating work orders? Do you aggregate items from different orders to create a cumulative work order? We understand how painful it could be to do this manually. That's why we have built the option for you to ...
Rule - Special pricing based on customer class
Rules in Paragon can be custom designed for your business's unique needs. Sometimes, rules are written for specific requirements, but can be applied to the majority of organizations. In this article, we'll walk you through one of the rules that can ...
Rule - How to prevent shipment of goods if location has insufficient inventory
Warehouse management is critical to any business that sells physical goods. This is no easy task and mistakes are inevitable - and usually quite costly. Sometimes, situations can arise where someone may even try to ship more units than what what ...
Rule - How to automatically update the warehouse attribute in a transaction
An important feature of your shipments may be to have the warehouse name as a header attribute. Rather than filling in this information every time you create a shipment, Paragon allows this attribute to be automatically updated once your shipment is ...
Rule - Save order number as the project number
Organizations sometimes take on large projects that need to be tracked and traced at every step. Often the best way to do that is to assign a tracking number of some kind (maybe you call it a contract ID or a project #) to the entire process and ...
Rule - How to use "run now" rules
As you are familiar with rules, they allow you to change the behavior of the software to suit your business’ specific needs without having to change the software itself. Run now rules are rules whose execution does not depend on a condition or a ...
How to install premade rules
This article explains how to install premade rules in Paragon. These are rules that we have created and can be added to any Paragon system. For more more help creating rules, please contact us at support@paragon-erp.com Step 1: Go to the rules setup ...
Rule - How to create shipments from partial orders
In Paragon, when creating shipments from orders, you have the ability to manually remove lines that were part of your order but should not be part of the shipment. However, if your order has a large number of lines, manually removing each line is not ...
What are rules?
ParagonERP can help small businesses manage their day-to-day operations using rules. Rules allow you to change the behavior of the software to suit your business' specific needs without having to change the software itself. In other words, without ...
Rule - Sales order to automated receipts workflow
Project management can be facilitated by automation rules that will help to reduce some of your manual tasks. In this example, we will address the requirement to generate shipment receipts within a workflow that does not have physical shipments into ...
Rule - Revalue gains/losses from exchange rates
When issuing transactions in foreign currencies, you may gain or lose value based on exchange rates. Most businesses dealing with foreign currencies want to keep track of their gains and losses on the dollar. ParagonERP makes it easy to do so with ...
What are rules?
ParagonERP can help small businesses manage their day-to-day operations using rules. Rules allow you to change the behavior of the software to suit your business’ specific needs without having to change the software itself. In other words, without ...