logicielpartenariat
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facturation dans Paragon

Accueil paragon erp jeter un coup d’oeil facturation dans Paragon
  • Step 1

    Things in Paragon were designed to look like what they are supposed to represent from the real world.

    Does this look familiar? It’s our invoice screen. We specifically made it look like a paper invoice. This way, you’re not working with something unfamiliar. Your experience with invoices in the physical world informs your experience with the virtual one, making it less of a guessing game when you’re trying to figure out how to create one or add line items to it in Paragon.

    All of our transaction screens –invoices, work orders, picks, packs, etc… – follow the same model.

    Go back to the menu step 1
  • Step 2

    To and from address


    Just like on a paper invoice, the addresses are at the top of the page. Both the billing and shipping addresses can be entered here by selecting from a drop down menu or adding an address on the fly. You can also can enter as many bill to/ship to and bill from/ship from addresses as you need.

    Go back to the menu step 2
  • Step 3

    Transaction status


    Transactions can have a number of status options depending on what you need and how your business works. Transactions that are in temp status aren’t active yet. This means they will not impact things like inventory and AR until they are made active, which gives an added level of security. Other status options in Paragon include hold, complete and issue.

    Go back to the menu step 3
  • Step 4

    Attribute panel


    In the attribute panel, you can select all the additional information that’s important to the transaction. For invoices, this could be currency or terms. But we don’t know your business like you do. You get to choose these fields.

    Go back to the menu step 3
  • Step 5

    Line items


    Line items can be added quickly and edited easily. The status circles give you a quick look at where each line item is in the process of getting it out the door.

    Go back to the menu step 3
  • Step 6

    Action button


    We like to call this the “one button that rules them all” or the action button. It’s context specific so it only shows you what you need to see based on what you’re doing and your security access.

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     Go back to the menu step 3
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