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: […]
Footage Calculators
This article provides instruction and information on the following: Overview How to access the Footage Calculator How to access the Square Footage Calculator: How to calculate the total footage (quantity in feet) for invoice items of multiple lengths How to calculate the total square footage (quantity in square feet) for invoice items of multiple dimensions […]
Invoice/Quote module: Display Description 2
When you add an item to an invoice, Paladin can display the inventory item’s Description 2 text (from the Inventory module) in the Description box. Figure 1: Inventory module Description 2/Invoice/Quote module showing description of item This lets a salesperson view the description while they are creating the invoice. Description 2 text is always printed […]
Adjust Inventory stock on hand
To adjust the stock on hand (SOH) for an inventory item: In Paladin, on the top ribbon, select the Inventory module. Enter the part number in the Part # box. Press Enter. Optional: Select F1 Adv. Lookup to find the inventory item. On the bottom ribbon of the module, select F4 Count. In the Count/Adjust […]
PaladinNsight™: View and edit inventory items
PaladinNsight™ can make your business analysis even more efficient. For example, during inventory clean-up with the Lost Opportunity Tool, you can investigate items that have been out of stock for a long time and verify them for deletion without ever leaving the tool. When you view a list of inventory items in a PaladinNsight™ tool, […]
Merge inventory
Duplicate inventory items can exist in Paladin for many reasons. Here are some possible scenarios: A product that was purchased from a supplemental vendor has a part number that is different from the part number in Paladin. Because the part number is new, a duplicate inventory item is created. This can happen automatically during EDI […]
PaladinNsight™
The PaladinNsight™ dashboard includes the following tools: Lost Opportunity Tool Investment Review Tool Loss Experience Tool Non-performing Assets Tool These tools give you a real-time analysis of your business to help you succeed and thrive. To learn more, click the title of a Knowledge Base article (KBA). KBA Title PaladinNsight™: Boost your business PaladinNsight™: Clean up your […]
