Accounts Receivable: Manage supplier returns
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
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
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
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
Note: This article is for multi-stores only. Note: Paladin’s best practice is only create special orders for the local store. 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 […]
Set or clear the Obscure Inventory Item function
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
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
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
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
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 […]
Single Store: Import inventory data into a Paladin database
Note: This article applies to single stores only. For information on multi-store, refer to Multi-store: Import obscure inventory into a database. This article provides instruction and information on the following: How to open an Excel document and retain the leading zeros How to correctly format column headers for importing How to save a document as […]
Add or remove a supplier
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, […]
Best Practices: How and why to use the Break Pack Threshold $ setting
The Break Pack Threshold $ setting is part of Paladin’s Market-Driven Inventory™ system that uses sophisticated sales analysis to minimize wasted overstock dollars. When you order more items than you can sell, you tie up your money in overstock. If this money were available, you could use it to improve your business in other ways. […]
White Paper: Inventory as an Investment
As store owners, we must purchase products before we have anything to sell. We are truly investors more than we are shop-keepers; but instead of a tidy, manageable investment portfolio, we have tens of thousands of inventory items to manage. Inventory profitability and GMROI While there are many ideas about what makes a store profitable, […]
Microsoft Access Templates
With the Microsoft Access Templates, you can create and print labels, tags, signs, and reports from within Paladin. This article provides instruction and information on the following: How to download the Microsoft Access Templates How to select/print/reset bin tags using Microsoft Access How to create reports with the Microsoft Access Templates How to download the […]
