Paradigm Support Desk

Setup of User Defaults

User defaults are set up so that when the user is signed in with their credentials, the user defaults auto populate when documents are created.

Navigation → Administration → User Management → User Settings → Select User and Double Click

  1. Select Default tab to set up defaults.  Various default fields exist in Paradigm: Documents, Document Lines, Working Documents, Inventory, Task Timesheets, Accounts, Sales Budgets.  These default fields are user specific and will auto populate when documents/records are captured.  This default information differs per Paradigm site.
  2. Select information specifically required by user under Documents tab: Company, Branch, Warehouse, Customer, Department, Sales Rep.  
  3. Select information specifically required by user under Document Lines tab: Default Sales Warehouse, Default Purchase Warehouse.
  4. Select information specifically required by user under Working Documents tab: Company, Branch.
  5. Select information specifically required by user under Inventory tab: Company.
  6. Select information specifically required by user under Task Timesheets tab: Billable Inventory.
  7. Select information specifically required by user under Accounts tab: Company, Power Quote Parent.
  8. Select information specifically required by user under Sales Budgets tab: Sales Rep.

NOTE: It is not mandatory to set up defaults for each and every item. e.g. a default company and branch can be selected for a Document and left blank for a Working Document. 

Example of default information being automatically populated when creating a new invoice.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.