Order Manager: Turn quotes into orders

Inventory, Invoice/Quote, Knowledge Base, Process

When a quote becomes an order, the item quantities and prices are fixed and cannot be changed. This safeguard ensures that a customer always receives the quoted price for an order item, but that this price is only good for the quoted amount. If additional amounts of an order item (beyond the quoted quantity) are […]

Inventory Master Report

Inventory, Knowledge Base, Process, Reports, Setup

The Inventory Master report provides active inventory details including price, margin, stock on hand (SOH), and inventory sales totals for any supplier.  To create the Inventory Master report: 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. […]

BOGO dollars-off sales

Inventory, Knowledge Base, Setup

Note: It is recommended to have a Paladin TSR help set up this feature. With this type of sale, two different sale lists can be mixed and matched. Companies that want to promote two expensive products from two different groups will often give that customer a fixed dollar amount off for purchasing an item from […]

Accounts Receivable: Manage supplier returns

About, Customers, Inventory, Invoice/Quote, Knowledge Base, Process, Purchase Orders, Setup

This article provides instruction and information on the following:  Overview Set up supplier return management using accounts receivable and replacement purchase orders Create an accounts receivable entry for a supplier return Process a replacement purchase order and automatically adjust the supplier A/R account Credit the supplier account for a monetary reimbursement Overview The supplier return […]

RF Units

About, Inventory, Invoice/Quote, Knowledge Base, Process, Setup

The following provides instruction and information on RF units: Setup: How to set employee RF unit access How to assign RF printers How to hide retail in a PO on RF terminal How to enable Inbound Receiving for the RF Unit How to set up bin tags and shelf tags on a dedicated printer with […]

Export inventory data

Inventory, Knowledge Base

Important: Before you start this process, create a backup of your data. Perform these procedures after store hours. Microsoft Excel must be 2007 or later. Note: Inventory data must be exported from Paladin and then imported into Microsoft Excel that is installed on the computer. The instructions for Microsoft Excel vary depending on the version […]

Create a department

Inventory, Knowledge Base, Process, Setup

To create a department: In Paladin, from the main menu, select File > Setup. Select the Dept tab. In the Departments pane, click New. In the Name box, enter the department name. In the Department label number box, assign an unused department ID. Optional: Select any of the following non-taxable options: Dept non-taxable State non-taxable County non-taxable City non-taxable Optional: Change the default values for […]

Multi-Store: Remote Special Orders

Inventory, Knowledge Base, Setup

Note: This article is for multi-stores only. Note: To create remote special orders, you must allow remote inventory changes. In Paladin, from the main menu, select File > Setup. Select the Company tab. In the Special Orders pane, check Enable Multistore Special Order Functionality. Optional: Check Allow Special Orders to Create Customers Note: Each time […]

Set or clear the Obscure Inventory Item function

Inventory, Knowledge Base, Process, Setup

In Paladin’s Inventory module, if you enter or scan an inventory item part number that is not found in your active inventory, Paladin automatically looks for the item in the supplier’s all-item catalog (if the catalog is available and obscure inventory access is turned on). If the item is found, an Obscure Inventory Item window […]

Exchange alternate part number and primary part number

Inventory, Knowledge Base

To exchange the alternate part number and primary part number: In Paladin. on the top ribbon, select 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. […]

Add items to inventory

Inventory, Knowledge Base

To add items to inventory: In Paladin, on the top ribbon, select the Inventory module. On the bottom ribbon of the module, click F2 Add Item. In the Add New Item window, enter information in the following boxes: Part # Description Cost Sell Price SOH Department Click F12 Add. Note: The red asterisk next to a […]

Create a cheat code for a piece of lumber

Inventory, Knowledge Base

Customers often want to purchase lumber items that vary by width, length, thickness, wood type, density, color, grade, and other variables. To simplify things, you can develop an encoding system with up to 14 characters, and then use it to create a cheat code for each unique item. The cheat code functions as a SKU […]

Pricing Level history

Inventory, Knowledge Base, Process

 In Paladin’s Inventory module, the Pricing Level History viewer lets you view a history of pricing level changes for an inventory item. To open the Pricing Level History viewer: In Paladin, on the top ribbon, select the Inventory module. Enter a Part #. Click the Pricing tab In the Pricing Levels pane, click the magnifying […]

Add or remove a supplier

Customers, Inventory, Knowledge Base, Process, Setup

Add a supplier To add a supplier: In Paladin, from the main menu, select File > Setup. Select the Supplier tab. At the bottom of the ID/Name list, click New. Enter the supplier name in the Name box. Enter a number that is not already in use in the Supplier Number box. Complete the Address, Phone Number, […]