Transaction Report: View per-item prices for quantity discount transactions
When an item is sold in a discounted quantity, a Paladin Configuration option can be set so that the calculated price per item will show instead of the quantity discount price in the Transaction report. For example, if the price to purchase an item quantity of 2 is $25, and the new option is turned […]
Manage obscure inventory access
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
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
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 […]
Create Sale signs in the Inventory module
Note: To view samples of sign styles and sign sizes, refer to the LTSR catalog. To create a sale sign in the Inventory module In Paladin, on the top ribbon, select the Inventory module. Enter or scan the barcode of the part number for the sale sign that you want. Press Enter. Open the General […]
Alternate part number safeguard: Obscure inventory items
Alternate part numbers let you maintain a single inventory item in Paladin when you buy that item from multiple suppliers. During invoicing, an item can be retrieved by any of its part numbers, primary or alternate. To help protect you from associating unlike items when you manually add alternate part numbers, there is a safeguard. […]
Order Manager: Turn quotes into orders
When a quote becomes an order, the item quantities and prices are fixed. This 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 added to an invoice at […]
Inventory Master Report
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
To set up Buy One Get One (BOGO) dollars-off sales: In Paladin, from the main menu, select File > Setup. Select the Sale List tab. In the Sales pane click New. In the Name box, enter a name for the BOGO sale. In the ID box, enter a unique identification for the sale. In the Source box, nothing is required. Select […]
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 […]
