How to create a tool | ParagonERP

Creating a tool

Introduction

The tool module in Paragon is created to allow users to track the type of tool needed for manufacturing goods. 

Open the tool module

First, from the Home Screen, click the more button and navigate to the tool module.


Create a new tool

This is the list view of the tool module. To create a new tool, click the create new tool button.


Add more attributes and information

Here, you'll be redirected to an empty template to enter tool information. You'll notice it looks very similar to other reference screens in Paragon. 


Once you have transactions for the tool, they will appear in the activity panel.

In this step, you can begin to enter the appropriate information pertaining to the tool required. 

1. Enter the tool code, and other necessary information. We suggest using a SKU or UPC (anything that is unique).



2. Enter the tool attributes. Here, you can create different attributes pertaining to your tool.


 If the information you'd like to enter is not in this list either, you will need to add it to Paragon through reference screen setup.
3. You can also add attachments to the screen itself. 

4. When you are done entering all the relevant information, click the save button.


Any fields that are left blank will no longer show on the screen when you save the tool.

Activate the tool

In order to add the tool to a transaction, you will need to activate it. As long as the tool is in inactive status, you will not be able to add it to a transaction. To activate the tool, click the action button in the bottom right corner of the screen.


Add tool to your product BOM

Once your tool is active and ready to use, you can add it to your Product BoM. 

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What's next?

Now that you know how to create a tool, take a look at these other articles to familiarize yourself with references in Paragon.

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