Capital One Trade Credit

About, Commerce, Integration, Knowledge Base, Process, Setup

This article provides instruction and information on the following: About Capital One Trade Credit integration What to do before the Capital One Trade Credit integration can occur How to determine if you have the Capital One Trade Credit integration already turned on How to set up Capital One Trade Credit integration How to associate a […]

How to view a customer’s authorized signers in Excel

Customers, Knowledge Base

The View in Excel feature automatically creates an Excel view of frequently-requested customer data, which elimnates the need to transcribe the information manually. From Excel, you can easily print, email, and share this information with the customer or other software programs.  The Excel view is editable, so you can edit the data before you print, share, […]

How to create a mid-month statement

Knowledge Base, Reports

On the top ribbon, click the Reports tab. In the Report Area pane, click Accounts Receivable, and then click Statement Generation. In the Report List pane, click Mid-Month Statement Generation. In the Report Description pane, click F12 Next. In the Report Settings pane, on the Search by line, do one of the following: On the […]

How to create a sale sign in the Inventory module

Inventory, Knowledge Base

Note: To view samples of sign styles and sign sizes, go to the LTSR catalog. On the top ribbon, click the Inventory module. Enter or scan the barcode of the part number for the sale sign that you want. Click the General tab. In the Item Information pane, click Print Sign. In the Sale Sign Export window, enter the Start Date and the End Date for […]

Round Up for Charity

About, Commerce, Customers, Invoice/Quote, Knowledge Base, Process, Setup

This article provides instruction and information on the following: About Round Up for Charity How to set up the Round Up for Charity feature How to add charities How to select the charities that will appear at checkout How to use the Round up for Charity feature to collect donations Charitable contribution totals in the […]

Receiving Report

Knowledge Base, Process, Reports

The Receiving Report provides information about non-sale events that affect your inventory stock-on-hand (SOH), such as EDI and manual receiving. When you run the report, you can choose which non-sale events to include (see table below). By default, the Receiving Report only shows information about items on received purchase orders.  In Paladin, on the top […]

How to create the Shrinkage Report

Knowledge Base, Reports, Setup

The Shrinkage Report shows you a list of all manual stock-on-hand (SOH) updates that are not related to sales. You can use this report to find deleted and discontinued items. In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > Performance Analysis. In the Report List pane, select […]

How to create the Inventory Master Report

Inventory, Knowledge Base, Process, Reports, Setup

The Inventory Master report provides active inventory details including price, margin, SOH, and inventory sales totals for any supplier.  In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > General. In the Report List pane, select Master Report. In the Choose Report pane, click F12 Next. In […]