Set up remote warehouse stock on hand

EDI, Inventory, Knowledge Base, Purchase Orders, Setup

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 […]

Serialization: Managing products with serial numbers

Inventory, Knowledge Base

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 […]

Manage obscure inventory access

Inventory, Knowledge Base, Setup

Many suppliers provide an all-item catalog that can be imported into Paladin using an Electronic Data Interchange (EDI) process. Catalog items that are not in active inventory are called obscure inventory items. If your store is set up with EDI, you can follow these steps:  In Paladin, from the main menu, select File > Setup. […]

SynTech FuelMaster EDI

EDI, Integration, Inventory, Knowledge Base, Setup

With the Syntech FuelMaster integration, you can sell fuel and do the following: Attach Syntech FuelMaster invoices to Paladin customer accounts. Add Syntech FuelMaster charge purchases to a customer’s account balance. Manage Syntech FuelMaster fuel purchases as inventory items. Benefit from Paladin’s Market Driven Inventory Management™ system, which forecasts future fuel needs based on your […]

Stock on Hand and Shrinkage History record

Inventory, Knowledge Base, Process, Setup

To analyze and reconcile and item’s stock on hand (SOH) changes, you need to know the initial SOH value when the item was added to your inventory. In Paladin, the SOH history and Shrinkage history record an item’s SOH changes over time due to inventory counting and receiving. In Paladin’s Inventory module, when a new […]