What's new with Paragon - June 9, 2020

New features and bug fixes every two weeks. Come back here to check out what's new.

A new multi-carrier integration

Shipping can be one of the most complex and expensive parts of running a business. It takes a huge amount of time to negotiate, research and secure the most profitable and efficient carriers. To ease the pain of this process, we've partnered with a new shipping partner, 2Ship, and built a new multi-carrier integration. 2Ship offers connections to close to 200 carriers across Canada, the United States and Europe. On one user-friendly page, you will be able to compare carrier rates by cost and estimated delivery time, reducing the effort spent hunting down the best rate for your profit margin and the best delivery for your clients.

This integration is launched from an action button in Paragon's shipment module. After preparing your shipment in Paragon, you simply hit the 2Ship integration action button and Paragon will send boxing information from the pack module, the ship to and ship from addresses, and the phone numbers to 2Ship. Then, a 2Ship shipment will be created with the relevant information already populated. What's left for you to do is to choose the right carrier service for your needs and get your labels.

Once this is done, the More tab of the shipment in Paragon will be updated with the tracking URL and the label URL so you will be able to get more information on your shipment from within Paragon.

If you are interested in purchasing the 2Ship integration, let us know!

Find the customer or vendor you're looking for without knowing their exact name

If you have a lot of vendors or customers in your transactions, finding them in the customer selection modal can be difficult and frustrating.

Depending on the company, you might not identify your customers using only their name. Some customers are easier to identify based on their customer code, category or even phone number. To make this easier, we have given you the ability to search on any field configured on the customer or vendor in the modal selection screen.

Using the column selector, you can add or remove columns from the grid until you find the exact configuration you like. The column order and size are saved by user and module. What's more, there is now a wildcard search field where you can filter the grid to narrow your results. These are just two of the new features that enhance this versatile modal.

Create a reservation from a work order

Work orders are used by manufacturers or companies that track third-party manufacturing. If you run a make-to-order business, you receive an order and then manufacture the quantity required to fulfill the order. If this is the case, you may want to reserve the finished product for this customer order as soon as the order reaches the manufacturing stage. For this reason, it is now possible to reserve finished products directly from a work order. This will ensure that you have enough stock reserved to fulfill your order once the work order is complete.

Email custom templates as PDF attachments

A while ago, we created a rule that allows you to send custom PDFs as email attachments to a customer or vendor. You can control what the name of each PDF is, but if you do not specify a name, a default name will be used. By default, the sent email will have the module name in the subject line.

Update your sales price using an action button rule

In this update, we developed a rule that will make updating the sales prices of your product catalogue a lot faster. Using price sheets and attributes, an action button rule can be triggered to update all the sales prices of a product. With this rule, the partner module stores all relevant pricing information by currency and by product type. Depending on the currency that the product is sold in and it's type, the rule assigns the correct sales price to the product.

Sales rep as a custom query

Custom query attributes allow you to populate drop-down lists of information that are already set up in Paragon. For example, a custom query for products will list all the products you have in the system. The best part is that this type of list is updated automatically whenever you change the source of the data. So, in the example, the product list will change when you add a new product to your catalogue. In this update, we developed a new custom query attribute that shows you a list of any person that is classified as a sales and/or customer service rep in Paragon.

Don't forget that you can always reach out to Jonar's Services team if you would like more information about rules at support@paragon-erp.com.

Add transit costs to purchase orders

Paragon's receipt module allows you to enter estimated transit costs for each receipt. In some cases, you might also be entering these estimated costs when generating purchase orders. Using a simple rule, you can now transfer these estimated transit costs from the purchase order onto the receipt when it is created. This saves time and avoids errors in manually copying over data.

Bugs

Here's a list of the bugs we've eliminated with this update:

Block transactions from moving into temp status when it is not permitted.
Users are no longer able to edit receive and make payment line amounts in inquire mode.
Colors in the settings screen are now consistent.
Image URL extensions in company/item/attachments are no longer case sensitive.
The related company option is now showing correctly in attribute inheritance.
The user documentation link in the modal "add new rule" is now correct.
When we create a manual material pick, "created by" now shows in the record info modal.
The balance table is now updated even when the amount and pending amount fields are null.
Taxes that are created through the Getting Started page are now displayed in the transaction tax modal.
When the PIVOT view is first set up, the product header is no longer obscured by the new item button.
"Missing check number" toaster is now "Missing reference number" in the invoice module.
Import information now appears in the import log after losing connection.
The drop-down company list is no longer on the more tab and the item tab.
Adjustments to taxes getting sent through the Minox integration.
The search function in the report template editor is now working.
In the mobile application, the "unassign yourself" modal now shows even for larger pick tickets.
Added missing columns in the add item AG grids of the PO, vendor invoice, vendor credit, quote, work order modules.