Single Store: Import inventory data into a Paladin database
Note: This article applies to single stores only. 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 a tab delimited file using Excel How to import inventory into Paladin Important […]
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 […]
Determine if item is a closeout item
To determine if an item is a closeout item: In Paladin, on the top ribbon, select the Inventory module. Enter an item part number in the Part # box. Press Enter. Click the Order Control tab. In the Stock Information pane, the item is a closeout item if at least one of these conditions is […]
Automatic Print Later flag
The Print Later flag for inventory items identifies when items need a new bin tag. You can view or set this flag for any inventory item in Paladin’s Inventory module > General tab > Item Information pane. Figure 1: Inventory module/General tab/Print Later checkbox The Print Later flag can also be set automatically when a […]
Items Sold Report
This article provides instruction and information on the following: Overview How to create an Items Sold report How to create POs from Items Sold report How to find purchase orders that were created by the Items Sold report Overview The Items Sold report provides detailed information about inventory items that have been sold during a […]
SOH History viewer
The SOH History viewer shows a history of inventory item stock on hand (SOH) changes from purchase orders, special orders, EDI processes, voided transactions, and manual receiving. You can track issues that result from voided transactions, including unexpected SOH values and accounting discrepancies. Note: If you want to void a transaction, it is best to […]
All-item catalogs and obscure inventory items
Many suppliers provide an all-item catalog that can be imported into Paladin through an EDI process. While the complete catalog is stored, only items in your active inventory appear in reports or searches (unless you search for the item specifically). Catalog items that are not in active inventory are called obscure inventory items. An obscure […]
New inventory items in a specified class
To put new inventory items in a specified class: In Paladin, from the main menu, select File > Setup. Select the Company tab. In the EDI pane, check Put New Inventory Items in Specified Class, then enter an existing class in the box. When a store with EDI receives new items, the class that you […]
Apply Net pricing rule to an inventory item
You can prevent an inventory item from being automatically discounted by setting the Net pricing rule. When you apply the Net pricing rule to an item, it has the following discount restrictions: A pricing plan percentage discount is not given. A prompt payment discount is not given. Rich Rewards: Rewards points will not be earned. At […]
Define an item as non-inventory
Non-inventory items are not tangible products; so, there is no corresponding stock on hand (SOH). A non-inventory item is often used to create a dump SKU or to represent a group of items sold together in a kit. When a non-inventory item is sold or returned, the SOH will be set to zero and recorded […]
Data Viewer: PO inventory
In the Paladin, you can view and export inventory information about purchase order items into an Excel spreadsheet. To set this: In Paladin, from the top menu, select Maintain > Data Viewer. Select the Purchase Orders tab. In the Type list, select the type of purchase order you want to view or export […]
PaladinNsight™: How to manually refresh the dashboard and tools
When you refresh the PaladinNsight™ dashboard and its tools, you will see the results of inventory changes made since you first opened the Inventory module in Paladin. To manually refresh the PaladinNsight™ dashboard and tools: In Paladin, on the top ribbon, select the Inventory module. In the PaladinNsight pane, click F5 – Refresh. Figure 1: […]
