***Before you start with your Invoicing you will need to set up your Invoice Schedule. Click on Round Menu: Click on Printouts: Click on Invoices: You then will need to chose the type of invoice you wish to Print/View: Monthly – You will have the option to Select the Month End Date you wish to…
Click on Tools menu: Click on Invoice Schedule…: Select the Dates you wish to Invoice on: # Once you have selected your dates, click X: Your invoice schedule will now be set. We recommend you set up at least 12 months of your Invoice schedule.
This guide is intended to give you an understanding of the short cut keys available to facilitate speedy entry of your daily changes both product and cash. Although PDMS is a fully Windows progam, we have maintained keyboard functionality as it is quicker for data entry than having to click with the mouse. Both styles…
***Please note this can only be done After you have completed End of week for all rounds but Before you do End of Week on Depot**** Click on Round Menu: Click on Maintenance: Click on Move Customer(s) to Another Round: You will then be presented with the following screen. You will need to chose the…
Click on Round Menu: Click Reports: Click Sales Data Menu: Click on Balance Report: You will then be presented with this Screen. You then have the ability to run different reports and print out or send to an Excel spreadsheet the reports you run. Once completed, Click the X to return to the main screen.
Click on Depot Button: Click on Product Maintenance: You will then see the following Screen: In order to increase a product or several products by an amount you will need to select Increase menu then Show Increase Column: You will then notice the Increase Column appear: You can then make changes to the Prices by…
From the “Home” screen, swipe up to show the menu. Scroll down to Settings. Tap WLAN Make sure that WLAN is “On”, if not tap the switch to turn it on. Once the WLAN is “On” then a list of available WLAN networks is shown. Tap the SSID (Wi-Fi name) that you would like to…
To Launch PDMS, double click on the ParagonDMS Shortcut: ***Please note if you are a single roundsman, you will not need to enter a username and password and will be directed straight to the 1st screen*** Enter your user name and password. Click on Login You will then be presented with the following screen: You…
***In order to use this feature – your system must be running on version 2.71 or higher*** ‘Variable Delivery Pattern’ is the way to specify a regular order that is not the same every week. Adding a product that is delivered every 2 or more week Show the Standing Order for the relevant customer. Add…
Return to the Paragon Mobile splash screen and tap the “Maintenance” button. Tap the “Quit System” button. Tap the symbol to open the “Summit Data Communications” application. [If this symbol is not showing on the screen, tap the symbol and tap “WLAN INSERT” and the signal symbol should appear]. Go…