Transaction Basics
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      1. ParagonERP
      2. Transactions
      3. Transaction Basics

      Using the Select a Company modal

      Introduction

      When you are creating or modifying a transaction, you can search for the company you want to use by entering the code in the customer or vendor drop-down search field. However, in order to see all possible companies, it is better to use the three dots option next to the main search field.

      This document will explain how to find a customer or vendor using your full list of companies.

       

      How it works

      In Paragon, any time you are creating or modifying a transaction you will find the select a company modal by clicking the [...]  button next to the customer or vendor drop-down menu.

       

      Doing this will open a modal where you will see all the companies (customers or vendors) you have in Paragon.

       
      Sorting options

      On the first column in the grouping grid, ID, you will see a small arrow. This arrow represents how that column's information is being displayed to you. By click the arrow you can reorganize the display. There are two possible orientations to pick from.

      Ascending alphabetically

       

      Descending alphabetically

       
      Each column can be sorted and resorted alphabetically or numerically based on the type of data by clicking on the column header. This allows you to put the company names in alphabetic order, or group all of the cities together, as an example. You can sort using any column and then revert to the original sort by clicking on the ID column header.
       
      Change columns in the modal

      When you first open the select a company modal you may notice that there is a section on the right side called columns.  You can click that section to expand it to select which of the default columns you want to see in your grid.  All column options are derived from attributes in your reference screens.  Any changes made to the columns will be saved by user.  This means that the next time you log into Paragon, the settings made last visit will be saved.

       
       
       
      Pin and autosize columns
      You can pin important columns to the right or left of the grid so that they will remain locked in place when you scroll through any other attribute columns.
      You can also autosize a specific column or all columns so that you reduce the size of the column or expand based on the data.
       
      Drag and drop columns
      You can decide to change the locations of your columns within the grid by clicking and holding the column hamburger. You can also add new columns to the grid by dragging an attribute from the column selector section directly into the grid.
       
      Filtering
      Click on the filter tab to see the list of information that you can search for or filter on.

      What's next?

      You can find a more detailed explanation of the grouping grid feature in the following articles: