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  3. Introduction to Paragon functions and buttons*
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  3. Introduction to Paragon functions and buttons*

Introduction to Paragon functions and buttons*

If this is the first time you are using Paragon, getting familiar with this ERP system is quick and easy.

Here, we’ll introduce you to some of Paragon’s basic functions and buttons.

Module access

When you log into Paragon, the most commonly used modules can be accessed at the panel to the right of the screen.

The full list of Paragon’s modules can be accessed by hitting the more menu. This is always located at the bottom right of the screen.

Buttons available in all screens

The following buttons are accessible in all module screens.

To access the system settings screen, the settings button is always at the top right corner of any Paragon screen.

If you wish to go back to a previous screen, hit the back button. In this example we are in the order module.

To access a module’s reports, hit the reporting button.This is positioned next to the back button.

To view module information in either list or detail view, hit the listdetail toggle button. In the example of the order module, the following screen is the list view.

Hit the listdetail toggle button again and you will be taken to the detail view.

To search within the module, you can use the search bar by using transaction numbers or key words.

If you want to log out of the system, hit the log out button at the top right corner of the screen.

If you require assistance while using Paragon, the help button will guide you to our user documentation articles.

Detail views

Detail view refers to the screens inside modules that allow you to view or edit detailed information. Transactions and references all have their own detail view screens.  Here is an example of some of the buttons that you will find in these types of screens:

Hit the listdetail toggle button and you will be taken to the detail view.In this example, we will be looking at the sales order detail view.

The add button allows you to add items to your transactions and/or information screens.

The edit button allows you to make changes to the information in your screen.

The cancel button allows you to revert any changes and exit from an action or screen.

The action button at the bottom right corner of the screen shows you what actions you can take for the selected reference or transaction.

The calendar button allows you to view and select dates in detail.

Inside Paragon modules, different actions make a smaller screen pop up. These pop ups are referred to as modal forms. For these modal forms that pop up, here are some of the common buttons.

In this example, we are in the product association module form to associate to customers and vendors.

The next button takes you to the subsequent screens within the modal form..

The reject button cancels an action and closes the pop up.

The accept button allows you to proceed with your action before saving it.

Within the action button

The action button holds different buttons inside of it. The action button can be found inside transaction and reference screens.

Hit the action button

The following buttons will appear:

download button

email button

print button

activate button

attach button

complete button

copy button

deactivate button

hold button 

issue button 

Only the actions that are available to the specific transaction or reference will be displayed when you choose the action button.

These are some of the basic functions and buttons that you will see often in your voyage through Paragon. We have tried to make Paragon very easy to use and to learn, so the transactions all look the same, and the reference screens all look the same. There are other functions and buttons that show up multiple times in many screens, but we have created this document to get you used to the most common ones.

What’s next

Well – now you should have the tools to get started with Paragon.  Here’s are page on FAQs in case you have some questions of your own.

Updated on September 23, 2019

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