Profit Analyst
Profit Analyst lets you view average cost and market cost profits and margins for any line item in your invoice or quote along with the invoice or quote total. As you make changes on the invoice, Profit Analyst shows you the resulting margin and profit values. All values are pre-tax (subtotal) values. This article provides […]
General Ledger (GL) Summary
This article provides information and instruction on the following: Paladin accounting software integrations Paladin General Ledger categories Options to itemize/filter revenue data General Ledger Summary export option How to add accounting software account names/numbers to the General Ledger Summary Report General Ledger account export file names are editable How to reconcile the Inventory Valuation Summary […]
Restore/activate an inventory item
In Paladin, you are able to inactivate inventory items. During the process, the word “delete” is used instead of “inactivate.” Rest assured, no inventory items are “deleted’ and can be made active again. In Paladin, the word “restore” is used. To restore/activate an inventory item: In Paladin, on the top ribbon, select the Inventory module. […]
Delete (inactivate) an inventory item
In Paladin, you can delete an inventory item. When an inventory item is “deleted”, it is not permanently deleted; it is just put in an inactive state. The inventory item can be restored/activated. Note: To restore/activate an inventory item, see Restore/activate an inventory item To delete/inactivate an inventory item: Note: When deleting an inventory item […]
Inventory Full Stock on Hand Report
In Paladin, you can generate a Full Stock on Hand report. The report reflects the following: Stock on hand On Hold Sales Figures Shrinkage To create the report: In Paladin, on the top ribbon, select the Inventory module. Enter a part in the Part # box. Press Enter. On the top right-hand of the module, […]
Reprint an invoice
The following provides instruction and information on the following: How Paladin printer settings affect invoice reprints Reprint purchase orders without costs How to reprint from the Invoice/Quote module Invoice reprints from Invoice/Quote module How to reprint from the Customers module How to reprint a customer’s prior statement How to reprint a customer’s prior invoice How […]
Create unique sequential alternate part numbers for inventory items
You can create a series of incremental unique alternate part numbers, starting with X00001 and incrementing by 1 (X00002, X00003, and so on) when you manually add an inventory item or create inventory items using the Data Viewer inventory upload feature. All alternate IDs will start with X and increment by one each time. They […]
Tax Holiday Set Up
A tax holiday is a time period when some items are sold tax-free or partially tax-free. For example, during a tax holiday, customers may purchase outdoor recreation items or school supplies and not pay sales tax. Or customers may purchase some more expensive items, such as a $400 bicycle, but only pay tax on the […]
Set up Insufficient SOH message
The Insufficient SOH message notifies you when an invoice quantity entered exceeds current stock on hand (SOH). This message will not open for non-inventory items, and you can limit it to a range of locations. To set up the insufficient SOH message: In Paladin, from the main menu, select File > Setup. Select the Invoice […]
Set up remote warehouse stock on hand
Important: This feature is typically set up automatically when the client clicks Recall PO for the first time after the feature is installed. Use these steps only when the warehouse must be manually changed or set up because the automatic feature is not working or must point to a different warehouse. This feature is available […]
QuickBooks: Create vendor bills from received purchase orders
This feature requires Paladin integration with QuickBooks. When you have this integration turned on, vendor bills are automatically created in QuickBooks shortly after you receive inventory in Paladin. An invoice is created for each receiving event. If you receive items on a purchase order incrementally, a QuickBooks bill is created each time you receive items […]
Ace Hardware: Convert Valspar part numbers to Benjamin Moore part numbers
To support the Ace transition from Valspar to Benjamin Moore paint SKUs, Paladin created a tool that converts Valspar part numbers to Benjamin Moore part numbers automatically. Before you use this utility: The utility must be run outside of business hours when no one is using Paladin. The conversion is a one-time process and can […]
Ace Hardware: Get real-time remote stock on hand at your Ace Hardware RSC
Two Paladin features provide real-time remote stock on hand (SOH) information for your Ace Hardware Retail Support Center (RSC). This article provides instruction and information on the following: Get real-time RSC stock on hand for any inventory item Sort purchase order by RSC availability Get real-time RSC stock on hand for any inventory item The […]
Serialization: Managing products with serial numbers
This article provides instruction and information on the following: What is product serialization? Common uses for serial numbers About the Paladin Serialization feature How to set up the serialization feature Identifying serialized items: Inventory module Receiving serialized items: PO Module Selling serialized items: Invoice/Quote module Managing serial numbers: Inventory module Serial Number Reporting Multi-stores and […]
Set up type 2 UPC barcode feature for items sold by weight
To set up the type 2 UPC barcode feature for items sold by weight: In Paladin, from the main menu, select File > Setup. Select the Company tab. In the Type 2 UPC pane, check Enable Type-2 UPC. Note: Your scale must support type 2 UPC barcodes. Click Save, then click Close. Determine the part […]
