Document Processing

Eliminate excel spreadsheets with customisable documents
integrated with Sage financial systems.

Organize your daily processing with Working Documents.

Create a Working Document to serve as a central control document linking together all related transactions. Whether it is to manage a particular project, production run, shipment, season or harvest, you can link everything together to monitor and track performance.

You can link any transaction to a Working Document, from sales and purchase orders to delivery shipments and manufacturing work tickets. All of the tasks, discussions and attachments that are generated on any of the underlying documents all filter up onto the Working Document for complete visibility and control.

 

Document Types

All the operational documents you need, built on a customisable framework which allows you to design a document processing platform that suits your specific business requirements. Paradigm documents are fully integrated with Sage financial systems to automatically post transactions into your financial system.

 

Customer Documents

Manage your customer contracts and process all of the related quotes, sales orders, invoices and credit notes.

Supplier Documents

Setup document workflows to process all of your supplier purchase orders and goods received notes.

Manufacturing Documents

Simplified manufacturing software to manage the conversion process from raw material to finished goods.

Shipping Documents

Build containers and shipments to manage the quantities and values of both your incoming and outgoing deliveries.

Build your customised document workflow.

Document Status Management

Drive your document workflows by status. Define your own status names and which status to show next. Lock and filter out documents by status.

Document Filtering

For each user you can specify master file data filtering to only show them specific branches, warehouses, stock codes and accounts.

Document Defaults

For each user you can specify default values for certain fields and lock them. This allows you to force different data entries for specific users.

User Defined Fields

Unlimited user defined fields to collect all the information you need at document header and line level.

Quotation Templates

Set up unlimited templates and effortlessly import document lines for recurring orders.

  

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