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 […]
Export Class, Location, and Supplier lists to Excel
In Paladin, you can export to Excel names and IDs of classes, locations, and suppliers. In Paladin, from the main menu, select File > Setup. Click the tab with the data list you want to export: To export a list of classes, click the Class tab. To export a list of locations, click the Loc […]
Net pricing on inventory items
You can prevent an inventory item from being automatically discounted by setting the Net pricing rule on the Pricing tab in Paladin’s Inventory module. Figure 1: Paladin Inventory module/Pricing tab/Net checkbox To apply the Net pricing rule to an inventory item: In Paladin, on the top ribbon, select the Inventory module. Enter a part number […]
Services and repairs
This article provides instruction and information on the following: How to create a quote for services and repairs How to enter a deposit for services and repairs How to add parts and labor to a quote How to process a transaction for services and repairs How to create a quote for services and repairs Note: […]
Description 3 item option
In Paladin’s Inventory module, you can enter a third inventory item description in the Description 3 text box. This text is an extension of the existing Desc 1 and Desc 2 item descriptions. This text box is located on the General tab at the bottom of the Item Information pane and accepts up to 255 […]
Supplier ratios
When items are received, Paladin uses supplier ratio to calculate an item’s stock on hand (SOH), cost, and retail price. It is also used to order the correct quantity from a supplier. A supplier ratio, or a reverse supplier ratio, is required when you buy items from your supplier in different quantities, sizes, or dimensions […]
