This article provides instruction and information on setting up Seasonal sales. In Paladin, on the top ribbon, select Inventory module. Enter the part to recall in the Part # box. Press Enter. Select the Order Control tab. In the Seasonal Dates pane, check Seasonal. Set the Begin Date. Note: This should be the date you […]
Purchase orders (POs) can be created from an invoice/quote and be stored for review. For every selected item in the invoice/quote, a PO will be created for each unique supplier. When a PO is created from an invoice/quote, the account name and account number are put in a note at the top of the PO. […]
Important: This feature is typically set up automatically when the client clicks Recall PO for the first time after the feature is installed. Use these steps only when the warehouse must be manually changed or set up because the automatic feature is not working or must point to a different warehouse. This feature is available […]
This feature requires the Paladin integration with QuickBooks. When you have this integration turned on, vendor bills are automatically created in QuickBooks shortly after you receive inventory in Paladin. An invoice is created for each receiving event. If you receive items on a purchase order incrementally, a QuickBooks bill is created each time you receive […]
Right-click a purchase order line item to get immediate access to these commonly used tasks and tools. Menu options when you create a PO Select this menu option To do this Insert Line Item Insert a blank line item above the selected line item. Benefit: Insert a line-item anywhere in the invoice. Insert Note […]
Chief Experience Officer Charles Owen walks you through the highlights of our latest release, in addition to updates on our integration with Deputy, Ace gift cards, and many other upcoming enhancements.
Everybody wants a good deal. The newest ordering feature in the Spring 2019 release – Order Analyst™ – can help you get one every time you place an order.
Order Analyst—part of Paladin’s powerful Market-Driven Inventory Management system—helps automate your order process by instantly creating a suite of purchase orders by supplier from a single working purchase order. This time-saving feature is optional and will create purchase orders for different suppliers from a single purchase order created by any method, such as a suggested […]
Note: This feature only applies to stores that use United Hardware as an EDI supplier. This article provides instruction and information on the following: Overview United Hardware Market Promo ordering system Overview The United Hardware Market Promo ordering system condenses the large comprehensive United Hardware Market Promo price list into a short summary, customized for the […]
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 […]
This feature is only for multi-stores that have the remote update feature turned on. If you want to turn on this feature, contact Paladin Customer Support. When you receive inventory for a different store, Paladin checks the connection to the remote store’s server to make sure it is working correctly. If there is a communication […]
The PO system number-of-days % value is used by the Suggested Order Report to increase or decrease suggested order amounts. In the Paladin, you can set the PO system number-of-days % value to a percentage greater than 100%. Typically, this number should not be more than 200%. In Paladin, from the main menu, select File […]
The Received Items Report includes information about received items in a purchase order list. To create the Received Items Report: In Paladin, on the top ribbon, select the PO module. On the bottom ribbon of the module, click F5 Mode to switch to Receive mode. Click F6 Find PO. In the Find PO window, in […]
To create a working purchase order from the Suggested Order report: Follow the steps in How to create the Suggested Order Report based on an item-by-item sales history, and then continue with following procedure. In Paladin, on the top ribbon, select the PO module. On the bottom ribbon of the module, click Recall PO. In the […]
To cancel a back order without adjusting stock on hand counts twice: In Paladin, on the top ribbon, select the PO module. On the bottom ribbon of the module, click Mode Receive. On the bottom ribbon of the module, click Find PO. Highlight the backorder line item, and then click Cancel Backorder. In the Cancel Backorder […]