Received Items Report
The Received Items Report includes information about received items in a purchase order list. To create the Received Items Report: In Paladin, on the top ribbon, select the PO module. On the bottom ribbon of the module, toggle F5 Mode PO to F5 Mode Receive. Click F6 Find PO. In the Find PO window, in […]
Items Sold Report
This article provides instruction and information on the following: Overview How to create an Items Sold report How to create POs from Items Sold report How to find purchase orders that were created by the Items Sold report Overview The Items Sold report provides detailed information about inventory items that have been sold during a […]
SOH History viewer
The SOH History viewer shows a history of inventory item stock on hand (SOH) changes from purchase orders, special orders, EDI processes, voided transactions, and manual receiving. You can track issues that result from voided transactions, including unexpected SOH values and accounting discrepancies. Note: If you want to void a transaction, it is best to […]
All-item catalogs and obscure inventory items
Many suppliers provide an all-item catalog that can be imported into Paladin through an EDI process. While the complete catalog is stored, only items in your active inventory appear in reports or searches (unless you search for the item specifically). Catalog items that are not in active inventory are called obscure inventory items. An obscure […]
New inventory items in a specified class
To put new inventory items in a specified class: In Paladin, from the main menu, select File > Setup. Select the Company tab. In the EDI pane, check Put New Inventory Items in Specified Class, then enter an existing class in the box. When a store with EDI receives new items, the class that you […]
Data Viewer: Invoice settings
In Paladin’s Data Viewer, you can edit invoice purchase order numbers, project names, and invoice dates. Note: To make these changes, you must have manager credentials. In Paladin, from the top menu, select Maintain > Data Viewer. Select the Invoices tab. On the Invoices tab, on the View tab, specify the search criteria for the […]
Apply Net pricing rule to an inventory item
You can prevent an inventory item from being automatically discounted by setting the Net pricing rule. When you apply the Net pricing rule to an item, it has the following discount restrictions: A pricing plan percentage discount is not given. A prompt payment discount is not given. Rich Rewards: Rewards points will not be earned. At […]
Repeat Rewards: Create or find a customer
In Paladin’s Invoice/Quote module, you can search for a customer’s Repeat Rewards ID when you process a sale. This article provides instruction and information on the following: How to set up Repeat Rewards Create or find a Repeat Rewards customer How to set up Repeat Rewards In Paladin, from the main menu, select File > […]
Specify inactive (deleted) items at checkout
Paladin lets you choose how inactive (deleted) inventory items are handled when they are scanned or manually-entered in the Invoice/Quote module. Figure 1: Paladin Configuration: Deleted Part Behavior option To set up how to deleted (inactive) inventory items in the Invoice/Quote module: In Paladin, from the main menu, select File > Setup. Select the Invoice […]
Ace Rewards: Update member information
Important: This procedure will only work if you have 2D barcode scanners. Otherwise, you must manually update all personal information. To update Ace Rewards member information: In Paladin, on the top ribbon, select the Invoice/Quote module. In the Ace Rewards window, scan the customer’s current driver’s license with a 2D scanner or manually enter the information. […]
Ace Hardware EDI
This article provides instruction and information on the following: Overview: Ace EDI processing How to view pending price updates How to send a purchase order to Ace Hardware How to process Ace Hardware EDI invoices and delayed price updates in Paladin Delayed Receiving Ace Hotsheets and other EDI files process automatically overnight Multi-store: How to […]
Define an item as non-inventory
Non-inventory items are not tangible products; so, there is no corresponding stock on hand (SOH). A non-inventory item is often used to create a dump SKU or to represent a group of items sold together in a kit. When a non-inventory item is sold or returned, the SOH will be set to zero and recorded […]
Repeat Rewards: Assign rewards number to a customer account
To assign a rewards number to a customer account: In Paladin, on the top ribbon, select the Customers module. Enter or select a customer account in the Customer list. Click the Electronic tab. In the Alternate Customer IDs pane, click Edit ID Data. In the Alternate ID Manager window, in the Enter Alt ID box, enter […]
Microsoft Access Template: Barcodes not appearing on a full sheet of bin tags or shelf tags
The procedures in this article must be done in the following order: Download an MS Access Template and install font files Test bin tag barcode functionality Test shelf tag barcode functionality Download an MS Access Template and install font files Note: If you have already downloaded MS Access Template, begin at step 3. In Paladin, from […]
PaladinNsight™: How to manually refresh the dashboard and tools
When you refresh the PaladinNsight™ dashboard and its tools, you will see the results of inventory changes made since you first opened the Inventory module in Paladin. To manually refresh the PaladinNsight™ dashboard and tools: In Paladin, on the top ribbon, select the Inventory module. In the PaladinNsight pane, click F5 – Refresh. Figure 1: […]
