How to prevent manual discounts from applying to Net items
Inventory, Invoice/Quote, Knowledge Base
In the Invoice/Quote module, percentage discounts can be manually applied to invoice items when you click Discount Item on the bottom ribbon or press F4. To prevent these manual discounts on items that have the Net checkbox selected, follow these steps: On...
In the Invoice/Quote module, percentage discounts can be manually applied to invoice items when you click Discount Item on the bottom ribbon or press F4. To prevent these manual discounts on items that have the Net checkbox selected, follow these steps: On...
How to set a reference margin on a non-inventory item so the Profit Analyst will calculate the profit
Inventory, Knowledge Base
The Profit Analyst uses the reference margin on non-inventory (dump SKU) items to calculate the profit for these items. Click the Inventory module. Search for and display the non-inventory item. Click the Pricing tab. In the ItemCost pane, in the Avg Cost box, enter...
The Profit Analyst uses the reference margin on non-inventory (dump SKU) items to calculate the profit for these items. Click the Inventory module. Search for and display the non-inventory item. Click the Pricing tab. In the ItemCost pane, in the Avg Cost box, enter...
How to view item inventory costs by MBF, MSF, or ton
Inventory, Knowledge Base
You can view item costs in different units, such as thousand board feet (MBF) and tons, in both the Inventory and P.O. (purchase order) modules. These wizards are especially useful for products that are priced by suppliers in a different unit of measure than you use...
You can view item costs in different units, such as thousand board feet (MBF) and tons, in both the Inventory and P.O. (purchase order) modules. These wizards are especially useful for products that are priced by suppliers in a different unit of measure than you use...
EDI: SynTech FuelMaster: How to send and receive files
EDI, Inventory, Knowledge Base
The Syntech FuelMaster invoice file must be accessible from the Paladin Point of Sale terminal where you perform EDI processing, and you must know the file location. As each invoice is processed, status messages will appear. When the EDI processing is completed, you...
The Syntech FuelMaster invoice file must be accessible from the Paladin Point of Sale terminal where you perform EDI processing, and you must know the file location. As each invoice is processed, status messages will appear. When the EDI processing is completed, you...
How to create a SynTech FuelMaster inventory item
Integration, Inventory, Knowledge Base
To manage Syntech FuelMaster quantities in Paladin Point of Sale, first select an existing department for Syntech FuelMaster items or create a new one. Then, create an inventory item for each Syntech FuelMaster inventory item, assign it to this department, and then...
To manage Syntech FuelMaster quantities in Paladin Point of Sale, first select an existing department for Syntech FuelMaster items or create a new one. Then, create an inventory item for each Syntech FuelMaster inventory item, assign it to this department, and then...
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...
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...
EDI: How to process an EDI supplier shipment with the RF Inbound Receiving feature
EDI, Inventory, Knowledge Base, Mobile Services
With the Inbound Receiving feature, you scan newly-received items from EDI suppliers and enter the received quantities on your RF unit. Then, in Paladin Point of Sale, you can quickly reconcile the physically-received quantities with the corresponding EDI invoice...
With the Inbound Receiving feature, you scan newly-received items from EDI suppliers and enter the received quantities on your RF unit. Then, in Paladin Point of Sale, you can quickly reconcile the physically-received quantities with the corresponding EDI invoice...
How to merge duplicate inventory items
Inventory, Knowledge Base
You can merge duplicate inventory items into a one inventory item with the inventory merge feature. Duplicate inventory items can exist in Paladin Point of Sale for many reasons. Here are some possible scenarios: A product that was purchased from a supplemental vendor...
You can merge duplicate inventory items into a one inventory item with the inventory merge feature. Duplicate inventory items can exist in Paladin Point of Sale for many reasons. Here are some possible scenarios: A product that was purchased from a supplemental vendor...
How to export inventory data to Microsoft Excel
Inventory, Knowledge Base
IMPORTANT: Before you start this process, create a backup of your data. Perform these procedures after store hours. Note: Inventory data must be exported from Paladin Point of Sale and then imported into Microsoft Excel that is installed on the computer. Open Paladin...
IMPORTANT: Before you start this process, create a backup of your data. Perform these procedures after store hours. Note: Inventory data must be exported from Paladin Point of Sale and then imported into Microsoft Excel that is installed on the computer. Open Paladin...
How to create a Triple E inventory item
Inventory
To manage Triple E fuel quantities in Paladin Point of Sale, first select an existing department for Triple E items or create a new one. Then, create an inventory item for each Triple E inventory item, assign it to this department, and then set the part number or...
To manage Triple E fuel quantities in Paladin Point of Sale, first select an existing department for Triple E items or create a new one. Then, create an inventory item for each Triple E inventory item, assign it to this department, and then set the part number or...
How to use EDI to process Triple E files
EDI, Inventory, Knowledge Base
The Triple E invoice file must be accessible from the Paladin Point of Sale terminal where you perform EDI processing, and you must know the file location. As each invoice is processed, status messages will appear. When the EDI processing is completed, you can view...
The Triple E invoice file must be accessible from the Paladin Point of Sale terminal where you perform EDI processing, and you must know the file location. As each invoice is processed, status messages will appear. When the EDI processing is completed, you can view...
EDI: All: How to update stock on hand for a delayed EDI invoice
Inventory, Knowledge Base
Follow these steps to receive items from an EDI supplier that is set up for delayed EDI invoice updates. Note: To set up this feature, contact Paladin Support (1-800-725-2346, option 2 or support@paladinpos.com). On the top ribbon, click the Inventory module or press...
Follow these steps to receive items from an EDI supplier that is set up for delayed EDI invoice updates. Note: To set up this feature, contact Paladin Support (1-800-725-2346, option 2 or support@paladinpos.com). On the top ribbon, click the Inventory module or press...
How to return unordered items from an EDI supplier that accepts credit (negative) purchase orders
EDI, Inventory, Knowledge Base
Note: Before you perform this procedure, make sure that the EDI supplier can accept credit (negative) purchase orders. In the Inventory module, process the EDI invoice file. Note: This will add the items to your inventory and create new inventory items, if they don’t...
Note: Before you perform this procedure, make sure that the EDI supplier can accept credit (negative) purchase orders. In the Inventory module, process the EDI invoice file. Note: This will add the items to your inventory and create new inventory items, if they don’t...
How to exchange the alternate part number and primary part number
Inventory, Knowledge Base
Open Paladin Point of Sale. On the top ribbon, click the Inventory module. Do one of the following: In the Part # box, enter a part number. On the bottom ribbon, click Adv. Lookup to search for the part number. Write down the primary part number. Press Enter. On the...
Open Paladin Point of Sale. On the top ribbon, click the Inventory module. Do one of the following: In the Part # box, enter a part number. On the bottom ribbon, click Adv. Lookup to search for the part number. Write down the primary part number. Press Enter. On the...
How to add an item to inventory
Inventory, Knowledge Base
On the top ribbon, click the Inventory module. On the bottom ribbon, click Add Item or press F2. In the Add New Item window, enter information in the following boxes: Part # Description Cost Sell Price SOH Department Click F12 Add or press...
On the top ribbon, click the Inventory module. On the bottom ribbon, click Add Item or press F2. In the Add New Item window, enter information in the following boxes: Part # Description Cost Sell Price SOH Department Click F12 Add or press...