# PAX ERP Documentation ### Getting Started - [Dashboard Overview](https://www.paxerp.com/docs/dashboard-overview.md): The dashboard is the main PAX home screen where users open the ERP and CRM areas available to their role. ### Sales - [Sales Overview](https://www.paxerp.com/docs/sales/sales-overview.md): The Sales section is where users create and manage customer orders, invoices, customers, payments, and sales reports. #### Create Order - [Create Order Overview](https://www.paxerp.com/docs/sales/create-order-overview.md): The Create Order screen is used to enter a new customer Sales Order with customer, address, shipping, tax, discount, and line-item details. - [How to Create Order](https://www.paxerp.com/docs/sales/how-to-create-order.md): Use this workflow to create a new customer Sales Order from the Sales dashboard. #### Open Orders - [Open Orders Overview](https://www.paxerp.com/docs/sales/open-orders-overview.md): The Open Orders screen is used to review active Sales Orders and continue order work such as editing, printing, invoicing previews, and non-inventory fulfillment. - [How to Review Open Orders](https://www.paxerp.com/docs/sales/how-to-review-open-orders.md): Use this workflow to review active Sales Orders and decide the correct next action. - [Edit Order Overview](https://www.paxerp.com/docs/sales/edit-order-overview.md): The Edit Sales Order screen is used to update eligible open or partially shipped Sales Orders while preserving shipment, fulfillment, invoice, and inventory history. - [How to Edit Order](https://www.paxerp.com/docs/sales/how-to-edit-order.md): Use this workflow to update an eligible Sales Order from Open Orders. - [How to Print Order](https://www.paxerp.com/docs/sales/how-to-print-order.md): Use this workflow to print or open a Sales Order PDF from Open Orders. - [How to Print Invoice from Open Orders](https://www.paxerp.com/docs/sales/how-to-print-invoice-from-open-orders.md): Use this workflow to print an invoice PDF from an open Sales Order. - [How to Fulfill Non-Inventory Order](https://www.paxerp.com/docs/sales/how-to-fulfill-non-inventory-order.md): Use this workflow to complete open non-inventory Sales Order lines and create the related invoice lines. #### Invoicing - [Invoicing Overview](https://www.paxerp.com/docs/sales/invoicing-overview.md): The Invoicing screen is used to find customer invoices, review invoice status, open invoice detail, print invoice documents, print packing lists, and email invoices. - [Invoice Detail Overview](https://www.paxerp.com/docs/sales/invoice-detail-overview.md): The Invoice Details screen is used to review one invoice in depth and make approved changes to eligible invoice header fields or invoice line values. - [How to Review Invoices](https://www.paxerp.com/docs/sales/how-to-review-invoices.md): Use this workflow to find an invoice, check its status, review its lines and totals, and decide the correct next action. - [How to View/Edit Invoice Details](https://www.paxerp.com/docs/sales/how-to-view-edit-invoice-details.md): Use this workflow to open a single invoice, review its full detail, and make approved invoice edits when the invoice and your role allow it. - [How to Print Invoice](https://www.paxerp.com/docs/sales/how-to-print-invoice.md): Use this workflow to generate an invoice PDF for a customer invoice. - [How to Print Packing List](https://www.paxerp.com/docs/sales/how-to-print-packing-list.md): Use this workflow to generate a packing list PDF for an invoice's related shipment. - [How to Email Invoice](https://www.paxerp.com/docs/sales/how-to-email-invoice.md): Use this workflow to send a customer invoice email with the invoice PDF attached. #### Customers - [Customers Overview](https://www.paxerp.com/docs/sales/customers-overview.md): The Customers screen is used to find customer records, open customer details, add customers, and run customer bulk upload workflows. - [Customer Detail Overview](https://www.paxerp.com/docs/sales/customer-detail-overview.md): The Customer Detail screen is used to review and maintain a customer record, including customer defaults, notes, addresses, contacts, opportunities, activities, orders, and quotes. - [How to Add Customer](https://www.paxerp.com/docs/sales/how-to-add-customer.md): Use this workflow to create one customer manually from the Sales Customers screen. - [How to Bulk Upload Customers](https://www.paxerp.com/docs/sales/how-to-bulk-upload-customers.md): Use this workflow to validate and import new customer master records from a CSV file. - [How to Bulk Upload Customer Addresses](https://www.paxerp.com/docs/sales/how-to-bulk-upload-customer-addresses.md): Use this workflow to validate and import customer address records from a CSV file. - [How to Bulk Upload Contacts](https://www.paxerp.com/docs/sales/how-to-bulk-upload-contacts.md): Use this workflow to validate and import customer contact records from a CSV file. #### Payments - [Payments Overview](https://www.paxerp.com/docs/sales/payments-overview.md): The Payments screen is used to record customer payments against invoices, apply available customer credit, and record customer payments that do not yet have an invoice. - [How to Log Payment](https://www.paxerp.com/docs/sales/how-to-log-payment.md): Use this workflow to record a customer payment against a specific invoice or apply existing customer credit to that invoice. - [How to Log Payment Without Invoice](https://www.paxerp.com/docs/sales/how-to-log-payment-without-invoice.md): Use this workflow to record customer money that should become customer credit because no invoice is being selected. #### Sales Reports - [Sales Reports Overview](https://www.paxerp.com/docs/sales/reports-overview.md): The Sales Reports menu opens sales, customer, receivables, and invoice reports from the Sales dashboard. - [Sales Analysis Report Overview](https://www.paxerp.com/docs/sales/reports/sales-analysis-report-overview.md): The Sales Analysis Report shows shipped and invoiced sales with cost, gross profit, and gross profit percentage by product line. - [Sales Analysis Detail Report Overview](https://www.paxerp.com/docs/sales/reports/sales-analysis-detail-report-overview.md): The Sales Analysis Detail Report shows shipped sales line detail by shipment date, invoice, customer, address, part, quantity, unit price, and revenue. - [Open Orders by Part Number Overview](https://www.paxerp.com/docs/sales/reports/open-orders-by-part-number-overview.md): The Open Orders by Part Number report shows open inventory demand by part, including on-hand quantity, available quantity, open order count, and open quantity. - [Customer Address Lookup Overview](https://www.paxerp.com/docs/sales/reports/customer-address-lookup-overview.md): Customer Address Lookup is an interactive search report for finding customers by customer, contact, website, email, address, city, state, ZIP, country, phone, and tax-related address fields. - [Customer Addresses Report Overview](https://www.paxerp.com/docs/sales/reports/customer-addresses-report-overview.md): The Customer Addresses Report lists saved customer billing and shipping addresses in a sortable report view. - [Customer Lifetime Value Overview](https://www.paxerp.com/docs/sales/reports/customer-lifetime-value-overview.md): The Customer Lifetime Value report ranks customers by invoice revenue and buying history metrics. - [Customer Statement Overview](https://www.paxerp.com/docs/sales/reports/customer-statement-overview.md): The Customer Statement report generates account activity, balance, aging, and open items for one customer. - [Overdue Invoices Report Overview](https://www.paxerp.com/docs/sales/reports/overdue-invoices-report-overview.md): The Overdue Invoices Report lists open and partially paid invoices with due dates before today. - [AR Aging Report Overview](https://www.paxerp.com/docs/sales/reports/ar-aging-report-overview.md): The AR Aging Report shows open customer receivables by aging bucket, with expandable invoice and credit detail. - [Daily Cash Receipts Report Overview](https://www.paxerp.com/docs/sales/reports/daily-cash-receipts-report-overview.md): The Daily Cash Receipts Report shows customer payments received on one selected date. - [Invoice Report Overview](https://www.paxerp.com/docs/sales/reports/invoice-report-overview.md): The Invoice Report exports invoice line items by customer for a selected invoice-date range. ### Finance - [Finance Overview](https://www.paxerp.com/docs/finance/finance-overview.md): The Finance section is where admin and executive users manage receivables, payables, banking, credit cards, general ledger work, period close, and financial reports. #### Receivables - [Receivables Overview](https://www.paxerp.com/docs/finance/receivables-overview.md): The Receivables work center is used to review customer invoices, record customer payments, and monitor open receivables. - Invoices: [Invoicing Overview](https://www.paxerp.com/docs/sales/invoicing-overview.md): The Invoicing screen is used to find customer invoices, review invoice status, open invoice detail, print invoice documents, print packing lists, and email invoices. - Customer Payments: [Payments Overview](https://www.paxerp.com/docs/sales/payments-overview.md): The Payments screen is used to record customer payments against invoices, apply available customer credit, and record customer payments that do not yet have an invoice. - Customer invoice payment workflow: [How to Log Payment](https://www.paxerp.com/docs/sales/how-to-log-payment.md): Use this workflow to record a customer payment against a specific invoice or apply existing customer credit to that invoice. - Customer payment without invoice workflow: [How to Log Payment Without Invoice](https://www.paxerp.com/docs/sales/how-to-log-payment-without-invoice.md): Use this workflow to record customer money that should become customer credit because no invoice is being selected. - AR Aging Report: [AR Aging Report Overview](https://www.paxerp.com/docs/sales/reports/ar-aging-report-overview.md): The AR Aging Report shows open customer receivables by aging bucket, with expandable invoice and credit detail. - Overdue Invoices: [Overdue Invoices Report Overview](https://www.paxerp.com/docs/sales/reports/overdue-invoices-report-overview.md): The Overdue Invoices Report lists open and partially paid invoices with due dates before today. #### Payables - [Payables Overview](https://www.paxerp.com/docs/finance/payables-overview.md): The Payables work center is used to review vendor invoices, manage vendor payments, review AP aging, and review received purchase orders that remain in accrued payables. - [Vendor Invoices Overview](https://www.paxerp.com/docs/finance/payables/vendor-invoices-overview.md): The Vendor Invoices screen is used to review supplier invoices, enter new AP invoices, edit eligible unpaid invoices, and open check runs. - [How to Enter Vendor Invoice](https://www.paxerp.com/docs/finance/payables/how-to-enter-vendor-invoice.md): Use this workflow to enter a supplier invoice so PAX can track AP, vendor payment status, and PO accrual clearing correctly. - [Vendor Payments Overview](https://www.paxerp.com/docs/finance/payables/vendor-payments-overview.md): The Vendor Payments screen is used to select a vendor, review payment history, record vendor payments, apply vendor credit, and add vendor prepayments. - [How to Record Vendor Payment](https://www.paxerp.com/docs/finance/payables/how-to-record-vendor-payment.md): Use this workflow to record a payment to a vendor, apply existing vendor credit, or add a vendor prepayment. - [AP Aging Report Overview](https://www.paxerp.com/docs/finance/payables/ap-aging-report-overview.md): The Accounts Payable Aging Report shows open payable balances by vendor and age bucket, with optional invoice-level detail. - [PO Accruals Overview](https://www.paxerp.com/docs/finance/payables/po-accruals-overview.md): The PO Accruals report shows received purchase orders that still have value sitting in accrued payables, along with amounts moved to AP. #### Banking - [Banking Overview](https://www.paxerp.com/docs/finance/banking-overview.md): The Banking work center is used to reconcile bank statements against the general ledger and issue customer refund checks for refundable credit balances. - [Bank Reconciliation Overview](https://www.paxerp.com/docs/finance/banking/bank-reconciliation-overview.md): The Bank Reconciliation screen is used to reconcile bank statement activity against GL 1000 book entries. - [How to Reconcile Bank Statement](https://www.paxerp.com/docs/finance/banking/how-to-reconcile-bank-statement.md): Use this workflow to reconcile a bank statement to PAX GL 1000 cash activity. - [Customer Refund Checks Overview](https://www.paxerp.com/docs/finance/banking/customer-refund-checks-overview.md): The Customer Refund Checks screen is used to issue refund checks for customers with refundable credit balances. - [How to Issue Customer Refund Check](https://www.paxerp.com/docs/finance/banking/how-to-issue-customer-refund-check.md): Use this workflow to issue a refund check for customer credit that should be paid back. #### Credit Cards - [Credit Cards Overview](https://www.paxerp.com/docs/finance/credit-cards-overview.md): The Credit Cards work center is used to record credit card expenses, record card refunds or credits, pay down credit cards, import statement lines, match card activity, and reconcile credit card statements. - [CC Expenses Overview](https://www.paxerp.com/docs/finance/credit-cards/cc-expenses-overview.md): The CC Expenses screen is used to record and review individual company credit card expenses and refunds. - [How to Record Credit Card Expense](https://www.paxerp.com/docs/finance/credit-cards/how-to-record-credit-card-expense.md): Use this workflow to record a company credit card charge, refund, or credit directly in PAX. - [Credit Card Management Overview](https://www.paxerp.com/docs/finance/credit-cards/credit-card-management-overview.md): The Credit Card Management screen is used to pay down credit cards, create credit card statements, import statement lines, match GL 2020 activity, record unmatched card expenses, and reconcile statements. - [How to Manage Credit Card Statement](https://www.paxerp.com/docs/finance/credit-cards/how-to-manage-credit-card-statement.md): Use this workflow to create, import, resolve, and reconcile a credit card statement in PAX. #### GL & Close - [GL & Close Overview](https://www.paxerp.com/docs/finance/gl-close-overview.md): The GL & Close work center is used to post manual journal entries, review ledger activity, view accounts, maintain finance projects, maintain depreciation assets, and run close steps. - [Journal Entries Overview](https://www.paxerp.com/docs/finance/gl-close/journal-entries-overview.md): The Journal Entries screen is used to review journal entry lines and post new balanced manual journal entries. - [How to Create Journal Entry](https://www.paxerp.com/docs/finance/gl-close/how-to-create-journal-entry.md): Use this workflow to post a balanced manual journal entry in PAX. - [General Ledger Overview](https://www.paxerp.com/docs/finance/gl-close/general-ledger-overview.md): The General Ledger report shows account activity, opening balances, running balances, and ending balances for a selected date range. - [Chart of Accounts Overview](https://www.paxerp.com/docs/finance/gl-close/chart-of-accounts-overview.md): The Finance Chart of Accounts screen is used to search and review account numbers, descriptions, account types, and account status. - [Projects Overview](https://www.paxerp.com/docs/finance/gl-close/projects-overview.md): The Projects Management screen is used to maintain finance project tracking records that can be assigned to journal entry lines. - [Depreciation Overview](https://www.paxerp.com/docs/finance/gl-close/depreciation-overview.md): The Depreciation Assets screen is used to create depreciation assets and review depreciation schedules. - [Close Period Overview](https://www.paxerp.com/docs/finance/gl-close/close-period-overview.md): The Close Period menu opens month-end, quarter-end, and year-end close options. - [How to Close Period](https://www.paxerp.com/docs/finance/gl-close/how-to-close-period.md): Use this workflow to run the current PAX close-period routines from GL & Close. #### Finance Reports - [Finance Reports Overview](https://www.paxerp.com/docs/finance/reports-overview.md): The Financial Reports menu is used to open financial statements, ledger reports, aging reports, compliance reports, sales-related finance reports, and project reports. - [Balance Sheet Overview](https://www.paxerp.com/docs/finance/reports/balance-sheet-overview.md): The Balance Sheet report shows assets, liabilities, and equity as of a selected date. - [Income Statement Overview](https://www.paxerp.com/docs/finance/reports/income-statement-overview.md): The Income Statement report shows revenue, expenses, gross profit, operating income, and net income for a selected period or comparison range. - [Journal Entries Overview](https://www.paxerp.com/docs/finance/gl-close/journal-entries-overview.md): The Journal Entries screen is used to review journal entry lines and post new balanced manual journal entries. - [General Ledger Overview](https://www.paxerp.com/docs/finance/gl-close/general-ledger-overview.md): The General Ledger report shows account activity, opening balances, running balances, and ending balances for a selected date range. - [Chart of Accounts Overview](https://www.paxerp.com/docs/finance/gl-close/chart-of-accounts-overview.md): The Finance Chart of Accounts screen is used to search and review account numbers, descriptions, account types, and account status. - [Trial Balance Overview](https://www.paxerp.com/docs/finance/reports/trial-balance-overview.md): The Trial Balance report shows starting balance, period debits, period credits, and ending balance by account for a selected date range. - [AR Aging Report Overview](https://www.paxerp.com/docs/sales/reports/ar-aging-report-overview.md): The AR Aging Report shows open customer receivables by aging bucket, with expandable invoice and credit detail. - [Overdue Invoices Report Overview](https://www.paxerp.com/docs/sales/reports/overdue-invoices-report-overview.md): The Overdue Invoices Report lists open and partially paid invoices with due dates before today. - [Customer Statement Overview](https://www.paxerp.com/docs/sales/reports/customer-statement-overview.md): The Customer Statement report generates account activity, balance, aging, and open items for one customer. - [Daily Cash Receipts Report Overview](https://www.paxerp.com/docs/sales/reports/daily-cash-receipts-report-overview.md): The Daily Cash Receipts Report shows customer payments received on one selected date. - [AP Aging Report Overview](https://www.paxerp.com/docs/finance/payables/ap-aging-report-overview.md): The Accounts Payable Aging Report shows open payable balances by vendor and age bucket, with optional invoice-level detail. - [AR/AP Comparison Overview](https://www.paxerp.com/docs/finance/reports/ar-ap-comparison-overview.md): The AP/AR Comparison Report shows accounts receivable and accounts payable aging totals side by side. - [PO Accruals Overview](https://www.paxerp.com/docs/finance/payables/po-accruals-overview.md): The PO Accruals report shows received purchase orders that still have value sitting in accrued payables, along with amounts moved to AP. - [Sales Tax by City Overview](https://www.paxerp.com/docs/finance/reports/sales-tax-by-city-overview.md): The Sales Tax by City report shows taxable sales, completed returns, tax-exempt sales, and net tax due by tax jurisdiction for a selected state and date range. - [Invoice Revenue Reconciliation Overview](https://www.paxerp.com/docs/finance/reports/invoice-revenue-reconciliation-overview.md): The Invoice Revenue Reconciliation report compares invoice detail amounts to revenue-related general ledger postings. - [1099 Vendor Report Overview](https://www.paxerp.com/docs/finance/reports/1099-vendor-report-overview.md): The 1099 Vendor Report shows annual payment totals for vendors flagged as 1099-reportable. - [Sales Analysis Report Overview](https://www.paxerp.com/docs/sales/reports/sales-analysis-report-overview.md): The Sales Analysis Report shows shipped and invoiced sales with cost, gross profit, and gross profit percentage by product line. - [Invoice Report Overview](https://www.paxerp.com/docs/sales/reports/invoice-report-overview.md): The Invoice Report exports invoice line items by customer for a selected invoice-date range. - [Project Activity Report Overview](https://www.paxerp.com/docs/finance/reports/project-activity-report-overview.md): The Project Activity Report is intended to show project-tagged journal entry lines for a selected project and date range. - [Project Summary Report Overview](https://www.paxerp.com/docs/finance/reports/project-summary-report-overview.md): The Project Summary Report is intended to summarize revenue, expenses, net income, assets, liabilities, and transaction count by project. ### Manufacturing - [Manufacturing Overview](https://www.paxerp.com/docs/manufacturing/manufacturing-overview.md): The Manufacturing section is used to create work orders, issue component materials, record labor and completions, review BOM and router structures, and run production traceability reports. #### Work Orders - [Work Orders Overview](https://www.paxerp.com/docs/manufacturing/work-orders-overview.md): The Work Orders menu is the main Manufacturing entry point for creating, reviewing, issuing, and completing work orders. - [New Work Order Overview](https://www.paxerp.com/docs/manufacturing/new-work-order-overview.md): The New Work Order screen is used to create a Draft manufacturing work order for a BOM part. - [How to Create Work Order](https://www.paxerp.com/docs/manufacturing/how-to-create-work-order.md): Create a work order when production needs to build a manufactured part through the normal PAX manufacturing workflow. - [View Work Orders Overview](https://www.paxerp.com/docs/manufacturing/view-work-orders-overview.md): The View Work Orders screen is used to search, filter, and open work orders for review or detail maintenance. - [Work Order Detail Overview](https://www.paxerp.com/docs/manufacturing/work-order-detail-overview.md): The Work Order Detail screen shows the header, material, operation, outside-service, cost, and document actions for a single work order. #### Materials & Production - [Issue Materials Overview](https://www.paxerp.com/docs/manufacturing/issue-materials-overview.md): The Issue Materials screen is used to move component inventory from stock into a work order. - [How to Issue Materials](https://www.paxerp.com/docs/manufacturing/how-to-issue-materials.md): Issue materials when a Draft work order is ready to consume component inventory into WIP. - [Log Labor / WIP to FG Overview](https://www.paxerp.com/docs/manufacturing/log-labor-wip-to-fg-overview.md): The Log Labor / WIP to FG screen is used to save production labor, record material scrap, receive partial or final finished goods, and transfer work order WIP cost to finished goods. - [How to Log Labor / WIP to FG](https://www.paxerp.com/docs/manufacturing/how-to-log-labor-wip-to-fg.md): Use this workflow to save labor, record scrap, receive finished goods, and complete a work order through the PAX WIP-to-FG process. #### BOMs & Routers - [BOMs Overview](https://www.paxerp.com/docs/manufacturing/boms-overview.md): The BOMs screen opens the Bill of Materials Explorer, a read-only view of BOM headers, component structure, component cost, and build availability. - [Routers Overview](https://www.paxerp.com/docs/manufacturing/routers-overview.md): The Routers screen opens the Router Structure Explorer, a read-only view of router headers and routing steps. #### Manufacturing Reports - [Manufacturing Reports Overview](https://www.paxerp.com/docs/manufacturing/reports-overview.md): Manufacturing Reports provides read-only reports for BOM usage, finished-good lot traceability, component lot traceability, and outside-service scrap review. - [Where Used Report Overview](https://www.paxerp.com/docs/manufacturing/reports/where-used-report-overview.md): The Where Used Report shows which BOM assemblies contain a selected component part. - [Finished Good Lot Trace Overview](https://www.paxerp.com/docs/manufacturing/reports/finished-good-lot-trace-overview.md): Finished Good Lot Trace shows how a manufactured finished-good lot was produced and where it went after shipment. - [Component Lot Trace Overview](https://www.paxerp.com/docs/manufacturing/reports/component-lot-trace-overview.md): Component Lot Trace shows which work orders consumed a selected component lot and which finished-good lots, shipments, orders, and invoices may be affected. - [Servicer Scrap Log Overview](https://www.paxerp.com/docs/manufacturing/reports/servicer-scrap-log-overview.md): The Servicer Scrap Log reviews outside-service purchase order quantities that were closed short and logged as servicer scrap. ### Inventory - [Inventory Overview](https://www.paxerp.com/docs/inventory/inventory-overview.md): The Inventory section is used to maintain part records, review lot and quantity details, make controlled inventory adjustments, perform cycle counts, and run inventory reports. #### Parts & Lots - [Parts Overview](https://www.paxerp.com/docs/inventory/parts-overview.md): The Parts screen lists active inventory part records and lets users review item setup, lot details, available quantities, pricing, vendor information, and purchasing setup. - [Inventory Item Detail Overview](https://www.paxerp.com/docs/inventory/inventory-item-detail-overview.md): Inventory Item Detail is the expanded view inside the Parts screen that shows a part's setup, pricing, vendor, purchasing, and lot information. - [Inventory Lot Detail Overview](https://www.paxerp.com/docs/inventory/inventory-lot-detail-overview.md): Inventory Lot Detail is the lot table inside an expanded inventory item, showing active and historical lots for the selected part. - [How to Add Inventory Item](https://www.paxerp.com/docs/inventory/how-to-add-inventory-item.md): Use this workflow to create a new active inventory part master record. - [How to Edit Inventory Item](https://www.paxerp.com/docs/inventory/how-to-edit-inventory-item.md): Use this workflow to update item master setup for an existing active inventory part. - [How to Delete Inventory Item](https://www.paxerp.com/docs/inventory/how-to-delete-inventory-item.md): Use this workflow to soft-delete an active inventory item so it no longer appears in active inventory lists and normal selection dropdowns. - [How to Reactivate Inventory Item](https://www.paxerp.com/docs/inventory/how-to-reactivate-inventory-item.md): Use this workflow to restore a previously deleted inventory item to active status. #### Adjustments - [Adjustments Overview](https://www.paxerp.com/docs/inventory/adjustments-overview.md): The Inventory Adjustment screen is used to record controlled inventory corrections for quantities, lots, unit conversions, new lots, sample/giveaway usage, and lot cost corrections. - [How to Record Physical Discrepancy](https://www.paxerp.com/docs/inventory/how-to-record-physical-discrepancy.md): Use this workflow when a physical inventory count does not match the system quantity and the inventory record should be corrected. - [How to Write Off Inventory](https://www.paxerp.com/docs/inventory/how-to-write-off-inventory.md): Use this workflow to reduce inventory through a write-off adjustment. - [How to Record Scrap](https://www.paxerp.com/docs/inventory/how-to-record-scrap.md): Use this workflow to reduce inventory because material has been scrapped outside a work order scrap workflow. - [How to Correct Lot](https://www.paxerp.com/docs/inventory/how-to-correct-lot.md): Use this workflow to move quantity from one lot to another lot for the same part. - [How to Convert Units](https://www.paxerp.com/docs/inventory/how-to-convert-units.md): Use this workflow to reduce one inventory part and create quantity on another inventory part as a unit or part conversion. - [How to Record Sample/Giveaway](https://www.paxerp.com/docs/inventory/how-to-record-sample-giveaway.md): Use this workflow to reduce inventory when material leaves stock as a sample or giveaway outside the normal sales order shipment process. - [How to Add New Lot](https://www.paxerp.com/docs/inventory/how-to-add-new-lot.md): Use this workflow to manually add a new inventory lot with quantity and cost components. - [How to Correct Lot Cost](https://www.paxerp.com/docs/inventory/how-to-correct-lot-cost.md): Use this workflow to correct cost components on an existing inventory lot without changing its quantity. #### Cycle Counting - [Cycle Counting Overview](https://www.paxerp.com/docs/inventory/cycle-counting-overview.md): Cycle Counting is used to schedule and perform physical counts of inventory parts, with automatic inventory adjustment behavior when submitted counts differ from system quantity. - [How to Schedule Cycle Count](https://www.paxerp.com/docs/inventory/how-to-schedule-cycle-count.md): Use this workflow to generate cycle count schedules for a selected inventory category. - [How to Perform Cycle Count](https://www.paxerp.com/docs/inventory/how-to-perform-cycle-count.md): Use this workflow to start or continue a scheduled cycle count, enter physical quantities, save progress, and submit the final count. - [Cycle Count Detail Overview](https://www.paxerp.com/docs/inventory/cycle-count-detail-overview.md): Cycle Count Detail is the read-only view of a completed cycle count session. #### Inventory Reports - [Inventory Reports Overview](https://www.paxerp.com/docs/inventory/reports-overview.md): Inventory Reports provide inventory aging, expiration, valuation, reorder, work order planning, and usage views from the Inventory dashboard. - [Aging Report (FIFO) Overview](https://www.paxerp.com/docs/inventory/reports/aging-report-fifo-overview.md): The Aging Report (FIFO) option is present in the Inventory Reports menu, but the current screen is a placeholder rather than a finished report. - [Expiration Tracking Overview](https://www.paxerp.com/docs/inventory/reports/expiration-tracking-overview.md): The Expiration Tracking Report shows inventory lots with expiration dates and quantity on hand, sorted by earliest expiration. - [Inventory Value vs GL Overview](https://www.paxerp.com/docs/inventory/reports/inventory-value-vs-gl-overview.md): Inventory Value vs GL compares calculated inventory lot value by product line to the corresponding GL balance. - [Detailed Inventory Report Overview](https://www.paxerp.com/docs/inventory/reports/detailed-inventory-report-overview.md): The Detailed Inventory Report shows active inventory items with quantity, availability, weighted cost per unit, and total inventory value. - [Reorder Analysis Overview](https://www.paxerp.com/docs/inventory/reports/reorder-analysis-overview.md): The Reorder Analysis Report helps identify purchased parts that may need replenishment based on net available inventory and reorder point. - [Work Order Planning Overview](https://www.paxerp.com/docs/inventory/reports/work-order-planning-overview.md): The Work Order Planning Report helps review ESTORE inventory items for manufactured-part planning based on availability, reorder point, order quantity, and usage. - [Usage Trend Report Overview](https://www.paxerp.com/docs/inventory/reports/usage-trend-report-overview.md): The Usage Trend Report shows monthly usage by part across the report's month range, with expandable per-part usage summaries. ### Shipping & Receiving - [Shipping & Receiving Overview](https://www.paxerp.com/docs/shipping-receiving/shipping-receiving-overview.md): The Shipping & Receiving section is used to ship customer orders, review completed shipments, get FedEx quotes, manage returns, receive purchase orders, and run shipping reports. #### Shipments - [Create Shipment Overview](https://www.paxerp.com/docs/shipping-receiving/create-shipment-overview.md): The Create Shipment screen lists open Sales Orders that still have inventory quantities available to ship. - [How to Create Shipment](https://www.paxerp.com/docs/shipping-receiving/how-to-create-shipment.md): Use this workflow to post a shipment against an open Sales Order. - [View Shipments Overview](https://www.paxerp.com/docs/shipping-receiving/view-shipments-overview.md): The View Shipments screen lists shipment records so users can review shipment detail, print documents, open related invoices, and generate return labels. - [Shipment Detail Overview](https://www.paxerp.com/docs/shipping-receiving/shipment-detail-overview.md): Shipment Detail shows the saved shipment record, shipment documents, export details, ship-to address, and shipped line items. - [How to View Shipment](https://www.paxerp.com/docs/shipping-receiving/how-to-view-shipment.md): Use this workflow to find a posted shipment and open shipment documents or export details. #### Shipping Quotes - [Shipping Quotes Overview](https://www.paxerp.com/docs/shipping-receiving/shipping-quotes-overview.md): Shipping Quotes opens the FedEx rate lookup screen for estimating shipping services and charges. - [How to Get FedEx Shipping Quote](https://www.paxerp.com/docs/shipping-receiving/how-to-get-fedex-shipping-quote.md): Use this workflow to request FedEx shipping rates from PAX. #### Returns - [Returns Overview](https://www.paxerp.com/docs/shipping-receiving/returns-overview.md): Returns opens the RMA workflow for authorizing customer returns and receiving returned inventory. - [Start a Return Overview](https://www.paxerp.com/docs/shipping-receiving/start-a-return-overview.md): Start a Return is the Returns tab used to create an authorized RMA from an eligible customer invoice. - [How to Start a Return](https://www.paxerp.com/docs/shipping-receiving/how-to-start-a-return.md): Use this workflow to create an authorized RMA from a customer invoice. - [Open Returns Overview](https://www.paxerp.com/docs/shipping-receiving/open-returns-overview.md): Open Returns lists authorized RMAs and provides the screen used to receive returned quantities or complete the return. - [How to Complete Return](https://www.paxerp.com/docs/shipping-receiving/how-to-complete-return.md): Use this workflow to receive returned quantities against an authorized RMA. #### Receiving - [Receiving Overview](https://www.paxerp.com/docs/shipping-receiving/receiving-overview.md): Receiving is used to record inventory and purchase receipt quantities against issued Purchase Orders. - [How to Receive Purchase Order](https://www.paxerp.com/docs/shipping-receiving/how-to-receive-purchase-order.md): Use this workflow to record received quantities against an issued Purchase Order. #### Shipping Reports - [Shipping Reports Overview](https://www.paxerp.com/docs/shipping-receiving/reports-overview.md): Shipping Reports provide open order, backorder, part demand, and backlog views for shipping and fulfillment planning. - [Backorder Report Overview](https://www.paxerp.com/docs/shipping-receiving/reports/backorder-report-overview.md): The Backorder Report lists open Sales Orders that still have open inventory quantities to ship. - [Open Orders by Part Number Overview](https://www.paxerp.com/docs/sales/reports/open-orders-by-part-number-overview.md): The Open Orders by Part Number report shows open inventory demand by part, including on-hand quantity, available quantity, open order count, and open quantity. - [Backlog Report Overview](https://www.paxerp.com/docs/shipping-receiving/reports/backlog-report-overview.md): The Backlog Report shows line-level open customer demand with due date, customer, part, quantity, pricing, discount, and backlog value. ### Purchasing - [Purchasing Overview](https://www.paxerp.com/docs/purchasing/purchasing-overview.md): The Purchasing section is used to manage vendors, create and edit purchase orders, generate outside-service POs, receive vendor shipments through the shared receiving workflow, and review purchasing reports. #### Purchase Orders - [Purchase Orders Overview](https://www.paxerp.com/docs/purchasing/purchase-orders-overview.md): The Purchase Orders menu is the main starting point for creating, finding, editing, copying, and reviewing Purchase Orders. - [New Purchase Order Overview](https://www.paxerp.com/docs/purchasing/new-purchase-order-overview.md): The New Purchase Order screen is used to create an issued Purchase Order for a vendor. - [How to Create Purchase Order](https://www.paxerp.com/docs/purchasing/how-to-create-purchase-order.md): Use this workflow to create an issued Purchase Order for a vendor. - [Open Purchase Orders Overview](https://www.paxerp.com/docs/purchasing/open-purchase-orders-overview.md): Open Purchase Orders lists Draft and Issued POs for review, editing, expansion, and printing. - [How to Edit Purchase Order](https://www.paxerp.com/docs/purchasing/how-to-edit-purchase-order.md): Use this workflow to update an existing Draft or Issued Purchase Order. - [PO Dashboard Overview](https://www.paxerp.com/docs/purchasing/po-dashboard-overview.md): The PO Dashboard shows recent and searchable Purchase Order history with quick actions for printing, copying, reopening, and inspection request printing. #### Outside Service - [Outside Service PO Overview](https://www.paxerp.com/docs/purchasing/outside-service-po-overview.md): Outside Service PO generates a Purchase Order from open work orders that have outside-service operations. - [How to Generate Outside Service PO](https://www.paxerp.com/docs/purchasing/how-to-generate-outside-service-po.md): Use this workflow to create an outside-service Purchase Order from work order outside-service steps. #### Vendors - [Vendors Overview](https://www.paxerp.com/docs/purchasing/vendors-overview.md): Vendor Management is used to search vendors, add vendors, bulk upload vendor data, and open vendor detail records. - [Vendor Detail Overview](https://www.paxerp.com/docs/purchasing/vendor-detail-overview.md): Vendor Detail shows a vendor's setup, contacts, addresses, purchase orders, payments, and available credit information. - [How to Add Vendor](https://www.paxerp.com/docs/purchasing/how-to-add-vendor.md): Use this workflow to create a new active vendor record. #### Vendor Invoices & Payments - [Vendor Invoices Overview](https://www.paxerp.com/docs/finance/payables/vendor-invoices-overview.md): The Vendor Invoices screen is used to review supplier invoices, enter new AP invoices, edit eligible unpaid invoices, and open check runs. - [How to Enter Vendor Invoice](https://www.paxerp.com/docs/finance/payables/how-to-enter-vendor-invoice.md): Use this workflow to enter a supplier invoice so PAX can track AP, vendor payment status, and PO accrual clearing correctly. - [Vendor Payments Overview](https://www.paxerp.com/docs/finance/payables/vendor-payments-overview.md): The Vendor Payments screen is used to select a vendor, review payment history, record vendor payments, apply vendor credit, and add vendor prepayments. - [How to Record Vendor Payment](https://www.paxerp.com/docs/finance/payables/how-to-record-vendor-payment.md): Use this workflow to record a payment to a vendor, apply existing vendor credit, or add a vendor prepayment. #### Receiving - [Receiving Overview](https://www.paxerp.com/docs/shipping-receiving/receiving-overview.md): Receiving is used to record inventory and purchase receipt quantities against issued Purchase Orders. - [How to Receive Purchase Order](https://www.paxerp.com/docs/shipping-receiving/how-to-receive-purchase-order.md): Use this workflow to record received quantities against an issued Purchase Order. #### Purchasing Reports - [Purchasing Reports Overview](https://www.paxerp.com/docs/purchasing/reports-overview.md): Purchasing Reports provides access to PO accrual and outside-service scrap reports. - [PO Accruals Overview](https://www.paxerp.com/docs/finance/payables/po-accruals-overview.md): The PO Accruals report shows received purchase orders that still have value sitting in accrued payables, along with amounts moved to AP. - [Servicer Scrap Log Overview](https://www.paxerp.com/docs/manufacturing/reports/servicer-scrap-log-overview.md): The Servicer Scrap Log reviews outside-service purchase order quantities that were closed short and logged as servicer scrap. ### CRM - [CRM Overview](https://www.paxerp.com/docs/crm/crm-overview.md): The CRM section is where users manage prospects, quotes, sales opportunities, follow-up activities, email campaigns, and CRM reporting. #### Prospects - [Prospects Overview](https://www.paxerp.com/docs/crm/prospects-overview.md): The Prospects screen is used to search, filter, add, bulk upload, review, and convert companies that are not yet customers. - [Prospect Detail Overview](https://www.paxerp.com/docs/crm/prospect-detail-overview.md): The Prospect Detail screen is where users review and maintain one prospect's CRM record, including details, addresses, contacts, notes, activities, opportunities, and quotes. - [How to Add Prospect](https://www.paxerp.com/docs/crm/how-to-add-prospect.md): Use this workflow to create one new prospect company from the Prospects screen. - [How to Filter Prospects](https://www.paxerp.com/docs/crm/how-to-filter-prospects.md): Use this workflow to narrow the Prospects list by status, type, assigned user, missing contact information, company size, and search text. - [How to Bulk Upload Prospects](https://www.paxerp.com/docs/crm/how-to-bulk-upload-prospects.md): Use this workflow to import multiple prospects from a CSV file into the CRM Prospects list. - [How to Convert Prospect to Customer](https://www.paxerp.com/docs/crm/how-to-convert-prospect-to-customer.md): Use this workflow when a qualified prospect should become a customer in PAX. #### Quotes - [Quotes Overview](https://www.paxerp.com/docs/crm/quotes-overview.md): The Quotes menu is where users create quotes, review open quotes, manage quote follow-up, convert quotes to Sales Orders, and run quote reports. - [New Quote Overview](https://www.paxerp.com/docs/crm/quotes/new-quote-overview.md): The New Quote screen is used to build and save a quote for an existing customer or a prospect. - [How to Create Quote](https://www.paxerp.com/docs/crm/quotes/how-to-create-quote.md): Use this workflow to create a quote for an existing customer or prospect. - [Open Quotes Overview](https://www.paxerp.com/docs/crm/quotes/open-quotes-overview.md): The Open Quotes screen is used to review and manage quotes that are still in Open status. - [How to Manage Quotes](https://www.paxerp.com/docs/crm/quotes/how-to-manage-quotes.md): Use this workflow to print, email, edit, mark lost, or convert an open quote. - [Quote Reports Overview](https://www.paxerp.com/docs/crm/quotes/quote-reports-overview.md): The Quote Reports menu opens quote history and quote analytics reports. - [Quote History Overview](https://www.paxerp.com/docs/crm/quotes/reports/quote-history-overview.md): The Quote History Report shows quotes across statuses with filters, expandable details, and CSV export. - [Quote Analytics Overview](https://www.paxerp.com/docs/crm/quotes/reports/quote-analytics-overview.md): The Quote Analytics Report summarizes quote counts, value, win rate, and monthly quote trends for a selected date range. #### Pipeline - [Pipeline Overview](https://www.paxerp.com/docs/crm/pipeline-overview.md): The Pipeline screen is used to review and manage sales opportunities by stage, value, close date, assigned user, and probability. - [Opportunities Overview](https://www.paxerp.com/docs/crm/opportunities-overview.md): An opportunity is a CRM record that tracks a potential sale for either a prospect or an existing customer. - [How to Add Opportunity](https://www.paxerp.com/docs/crm/how-to-add-opportunity.md): Use this workflow to create a new sales opportunity for a prospect or customer. - [How to Manage Pipeline](https://www.paxerp.com/docs/crm/how-to-manage-pipeline.md): Use this workflow to review, update, move, and close sales opportunities in the CRM pipeline. #### Tasks - [Tasks Overview](https://www.paxerp.com/docs/crm/tasks-overview.md): The Tasks screen is the CRM activity work area for follow-ups, completed activities, overdue items, and calendar review. - [How to Create Task](https://www.paxerp.com/docs/crm/how-to-create-task.md): Use this workflow to create a CRM follow-up task or log a new activity. - [How to Complete Task](https://www.paxerp.com/docs/crm/how-to-complete-task.md): Use this workflow to mark CRM follow-up work complete after the work is done. #### Campaigns - [Campaigns Overview](https://www.paxerp.com/docs/crm/campaigns-overview.md): The Campaigns menu is where users create email campaigns, edit campaign drafts, send campaigns, and review sent campaign history. - [New Campaign Overview](https://www.paxerp.com/docs/crm/new-campaign-overview.md): The New Campaign screen opens Campaign Builder, where users choose recipients, prepare email content, review the final audience, save a draft, or send the campaign. - [How to Create Campaign](https://www.paxerp.com/docs/crm/how-to-create-campaign.md): Use this workflow to create and save a campaign draft before sending. - [Campaign Drafts & History Overview](https://www.paxerp.com/docs/crm/campaign-drafts-history-overview.md): The Campaign Drafts & History screen lists saved campaign drafts and sent campaigns. - [How to Send Campaign](https://www.paxerp.com/docs/crm/how-to-send-campaign.md): Use this workflow to send a prepared campaign to its selected customer and prospect recipients. #### CRM Reports - [CRM Reports Overview](https://www.paxerp.com/docs/crm/reports-overview.md): The CRM Reports menu opens pipeline, performance, forecasting, email log, contact, and missing-contact reports. - [Sales Pipeline Overview](https://www.paxerp.com/docs/crm/reports/sales-pipeline-overview.md): The Sales Pipeline Report summarizes opportunity count, value, stage distribution, conversion metrics, and sales rep performance. - [Sales Performance by User Overview](https://www.paxerp.com/docs/crm/reports/sales-performance-by-user-overview.md): The Sales Performance Report compares opportunity and activity metrics by sales user. - [Sales Forecasting Overview](https://www.paxerp.com/docs/crm/reports/sales-forecasting-overview.md): The Sales Forecasting Report estimates expected revenue from active opportunities based on stage and expected close timing. - [Email Logs Overview](https://www.paxerp.com/docs/crm/reports/email-logs-overview.md): The Email Logs report shows sent and failed email log records with sender, recipient, subject, template, context, and detail history. - [Customer Contact Report Overview](https://www.paxerp.com/docs/crm/reports/customer-contact-report-overview.md): The Customer Contact Report shows customers and prospects with completed CRM activity for a selected sales rep. - [Prospects Missing Contact Info Overview](https://www.paxerp.com/docs/crm/reports/prospects-missing-contact-info-overview.md): The Prospects Missing Contact Info report lists prospects that do not have usable main contact information or additional contact information. ### Human Resources - [Human Resources Overview](https://www.paxerp.com/docs/human-resources/human-resources-overview.md): The Human Resources section is where admin and executive users manage employee records, attendance, and payroll review. #### Employees - [Employee Records Overview](https://www.paxerp.com/docs/human-resources/employee-records-overview.md): The Employee Records screen lists active employees and opens employee detail records. - [Employee Detail Overview](https://www.paxerp.com/docs/human-resources/employee-detail-overview.md): The Employee Detail screen shows one employee's HR master record and attendance history. - [How to Add Employee](https://www.paxerp.com/docs/human-resources/how-to-add-employee.md): Use this workflow to create a new employee record in Human Resources. - [How to Edit Employee](https://www.paxerp.com/docs/human-resources/how-to-edit-employee.md): Use this workflow to update an existing employee record. #### Attendance - [Attendance Dashboard Overview](https://www.paxerp.com/docs/human-resources/attendance-dashboard-overview.md): The Attendance Dashboard shows employees who are currently clocked in and lets admin or executive users clock employees in or out. - [Attendance Details Overview](https://www.paxerp.com/docs/human-resources/attendance-details-overview.md): The Attendance Details screen shows one active clock-in session and lets an admin or executive user clock the employee out. - [Clock In Employee Overview](https://www.paxerp.com/docs/human-resources/clock-in-employee-overview.md): The Clock In Employee screen lets an admin or executive user create a clock-in record for an active employee. - [How to Clock In Employee](https://www.paxerp.com/docs/human-resources/how-to-clock-in-employee.md): Use this workflow to clock in an employee from the Human Resources Attendance Dashboard. #### Payroll - [Payroll Overview](https://www.paxerp.com/docs/human-resources/payroll-overview.md): The Payroll screen generates payroll review data from completed attendance records for a selected date range. - [How to Review Payroll](https://www.paxerp.com/docs/human-resources/how-to-review-payroll.md): Use this workflow to generate and review payroll data for a date range. #### Human Resources Reports - [Human Resources Reports Overview](https://www.paxerp.com/docs/human-resources/reports-overview.md): The Human Resources Reports card is visible on the dashboard, but no Human Resources reports menu is currently connected. ### Paxy AI - [Paxy AI Overview](https://www.paxerp.com/docs/paxy-ai/paxy-ai-overview.md): Paxy is the AI assistant in PAX for workflow help and authorized read-only ERP and CRM data questions. - [How to Ask Paxy](https://www.paxerp.com/docs/paxy-ai/how-to-ask-paxy.md): Use this workflow to ask Paxy for PAX workflow help or, if you have access, a focused ERP and CRM data answer. - [Paxy Permissions and Data Access](https://www.paxerp.com/docs/paxy-ai/paxy-permissions-and-data-access.md): Paxy uses different access rules for workflow help and tenant data questions. - [How to Export Paxy CSV](https://www.paxerp.com/docs/paxy-ai/how-to-export-paxy-csv.md): Use this workflow to download the supporting rows behind a Paxy data-report answer. - [How to Export Paxy PDF](https://www.paxerp.com/docs/paxy-ai/how-to-export-paxy-pdf.md): Use this workflow to download a concise Paxy findings report as a PDF. - [How to Verify Paxy Answers](https://www.paxerp.com/docs/paxy-ai/how-to-verify-paxy-answers.md): Use this workflow to review a Paxy answer before making a business decision from it. ### Feedback - [Feedback Overview](https://www.paxerp.com/docs/feedback/feedback-overview.md): Feedback is the main PAX form for sending feature requests and bug reports from inside the authenticated dashboard. - [How to Request a Feature](https://www.paxerp.com/docs/feedback/how-to-request-a-feature.md): Use this workflow to ask the PAX team for a new capability or an improvement to an existing PAX workflow. - [How to Report a Bug](https://www.paxerp.com/docs/feedback/how-to-report-a-bug.md): Use this workflow to report an error, incorrect result, blocked workflow, or unexpected behavior in PAX. ### System Settings - [System Settings Overview](https://www.paxerp.com/docs/system-settings/system-settings-overview.md): System Settings is where permitted users maintain company setup, communications, lookup values, accounting mappings, shipping setup, and administrative exports. #### Company - [Tenant Configuration Overview](https://www.paxerp.com/docs/system-settings/company/tenant-configuration-overview.md): Tenant Configuration controls the company identity, addresses, and logos used by PAX for the current tenant. - [How to Update Tenant Configuration](https://www.paxerp.com/docs/system-settings/company/how-to-update-tenant-configuration.md): Use this workflow to update company identity, addresses, or logos for the current PAX tenant. #### CRM Dashboard - [CRM Dashboard Setting Overview](https://www.paxerp.com/docs/system-settings/crm/crm-dashboard-setting-overview.md): The CRM Dashboard setting controls whether admin and executive users see the CRM metrics dashboard on the main dashboard in the current browser. - [How to Enable/Disable CRM Dashboard](https://www.paxerp.com/docs/system-settings/crm/how-to-enable-disable-crm-dashboard.md): Use this workflow to show or hide the CRM dashboard panel for an admin or executive dashboard session. #### Communications - [Email Configuration Overview](https://www.paxerp.com/docs/system-settings/communications/email-configuration-overview.md): Email Configuration controls the Resend credentials and sender identity PAX uses for outgoing email. - [How to Configure Email](https://www.paxerp.com/docs/system-settings/communications/how-to-configure-email.md): Use this workflow to save or update the Resend email configuration used by PAX outgoing email. - [How to Send Test Email](https://www.paxerp.com/docs/system-settings/communications/how-to-send-test-email.md): Use this workflow to confirm that the saved Email Configuration can send through Resend. - [Email Templates Overview](https://www.paxerp.com/docs/system-settings/communications/email-templates-overview.md): Email Templates is where permitted users review, preview, edit, activate, deactivate, test, and import reusable email content. - [How to Edit Email Template](https://www.paxerp.com/docs/system-settings/communications/how-to-edit-email-template.md): Use this workflow to update reusable email template content, subject lines, descriptions, categories, or active status. - [How to Import Canva Email Template](https://www.paxerp.com/docs/system-settings/communications/how-to-import-canva-email-template.md): Use this workflow to import a Canva HTML email export as a PAX email template. #### Lookups & Master Data - [Sort Codes Overview](https://www.paxerp.com/docs/system-settings/lookups-master-data/sort-codes-overview.md): Sort Codes is where customer and prospect categorization codes are maintained. - [How to Manage Sort Codes](https://www.paxerp.com/docs/system-settings/lookups-master-data/how-to-manage-sort-codes.md): Use this workflow to add a sort code or edit an existing sort code description. - [Payment Terms Overview](https://www.paxerp.com/docs/system-settings/lookups-master-data/payment-terms-overview.md): Payment Terms is where payment term codes, names, due-date timing, and active status are maintained. - [How to Manage Payment Terms](https://www.paxerp.com/docs/system-settings/lookups-master-data/how-to-manage-payment-terms.md): Use this workflow to add, edit, deactivate, or reactivate payment terms. #### Accounting - [Chart of Accounts Overview](https://www.paxerp.com/docs/system-settings/accounting/chart-of-accounts-overview.md): Chart of Accounts in System Settings is the account maintenance screen for adding accounts, editing descriptions, editing type detail, and activating or deactivating accounts. - [How to Manage Chart of Accounts](https://www.paxerp.com/docs/system-settings/accounting/how-to-manage-chart-of-accounts.md): Use this workflow to add an account, edit an account description/type detail, or activate/deactivate an account. - [GL Transaction Config Overview](https://www.paxerp.com/docs/system-settings/accounting/gl-transaction-config-overview.md): GL Transaction Config maps automated PAX transaction types to chart of accounts numbers. - [How to Manage GL Transaction Config](https://www.paxerp.com/docs/system-settings/accounting/how-to-manage-gl-transaction-config.md): Use this workflow to change the account mapped to an existing GL transaction configuration row. - [Tax Rates Overview](https://www.paxerp.com/docs/system-settings/accounting/tax-rates-overview.md): Tax Rates is where sales tax rates by location are imported and reviewed. - [How to Import Tax Rates](https://www.paxerp.com/docs/system-settings/accounting/how-to-import-tax-rates.md): Use this workflow to import quarterly sales tax rates from an approved .xlsx rate file. - [Credit Cards Overview](https://www.paxerp.com/docs/system-settings/accounting/credit-cards-overview.md): Credit Cards in System Settings is where corporate credit card records are maintained for finance workflows. - [How to Manage Credit Cards](https://www.paxerp.com/docs/system-settings/accounting/how-to-manage-credit-cards.md): Use this workflow to add, edit, deactivate, or reactivate corporate credit cards used by PAX credit card workflows. - [Work Order Overhead Rate Overview](https://www.paxerp.com/docs/system-settings/accounting/work-order-overhead-rate-overview.md): Work Order Overhead Rate controls the hourly overhead rate applied when labor time is logged on work orders. - [How to Update Work Order Overhead Rate](https://www.paxerp.com/docs/system-settings/accounting/how-to-update-work-order-overhead-rate.md): Use this workflow to update the hourly overhead rate used by work order labor costing. #### Operations - [FedEx Configuration Overview](https://www.paxerp.com/docs/system-settings/operations/fedex-configuration-overview.md): FedEx Configuration controls the FedEx account number and default label format used by shipping workflows. - [How to Configure FedEx](https://www.paxerp.com/docs/system-settings/operations/how-to-configure-fedex.md): Use this workflow to save the FedEx account number and default label format used by PAX shipping. - [Data Exports Overview](https://www.paxerp.com/docs/system-settings/operations/data-exports-overview.md): Data Exports lets admin and executive users export allowed tenant database tables to CSV and download recent export files. - [How to Export Data](https://www.paxerp.com/docs/system-settings/operations/how-to-export-data.md): Use this workflow to create and download a CSV export from an allowed PAX table. Full documentation bundle: https://www.paxerp.com/docs/llms-full.txt Documentation index: https://www.paxerp.com/docs