How to create a purchase order email record
How to create a purchase order email record When a purchase order is emailed to a supplier, a note with the following email details is added to the purchase order: Date email was sent Time email was sent Employee ID, first name and last name initial The email address that the email was sent to […]
How to transfer inventory between stores (not for multi-stores)
This process is not for stores that are using the multi-store version of Paladin Point of Sale. Multi-stores can use the F7 Transfer feature to transfer inventory. Use these procedures if you are a transferring between stores that are using the single-store version of Paladin Point of Sale. Both stores must follow their respective procedure […]
How to view supplier warehouse SOH
You can access stock on hand information your designated warehouse | distribution center in Paladin when ordering (PO module) or for an individual item (PO, Inventory and Invoice/Quote modules). This feature is available for these EDI suppliers: Ace, True Value, Do It Best, Orgill This article contains these two procedures: How to sort your purchase […]
How to set up remote warehouse stock on hand
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 […]
How to create QuickBooks vendor bills from received purchase orders
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 […]
How to create a new purchase order for backordered items
This feature will simultaneously create a new PO for the backordered items while closing and cancelling the backorders on the existing PO. The items on the new PO can be modified and you can add more items and enter notes, such as note to your supplier. In the PO module, in PO Receive Mode (F5), […]
Ace Hardware Features & Updates
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.
Automate Ordering and Generate Best-Cost POs With Order Analyst™
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: Create supplier POs for a suggested order or other PO in seconds
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 […]
How to use the United Hardware Market Promo ordering system
Note: This feature only applies to stores that use United Hardware as an EDI supplier. The United Hardware Market Promo ordering system condenses the large comprehensive United Hardware Market Promo price list into a short summary, customized for the items in your active inventory. This interactive summary is provided in an Excel spreadsheet—one row for each […]
Accounts Receivable: Manage supplier returns
This article covers 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 management feature tracks items […]
Multi-store only: Remote P.O. receiving safeguard
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 […]
PO system number-of-days % setting
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 that 200%. In Paladin, from the main menu, select File […]
How to create the Received Items Report
The Received Items Report includes information about received items in the purchase order list. Open Paladin Point of Sale. On the top ribbon, click the P.O. module or press Alt+4. On the bottom ribbon, click Mode or press F5 to switch to Receive mode. On the bottom ribbon, click Find P.O. or press F6. Search for […]
How to create a pending purchase order from an imported file
For each supplier, you can automatically import a list of items and create pending purchase orders for active inventory items. Then, you can confirm, buy, and receive these purchase orders. The purchase order import feature is useful for the following tasks: Automating the time-consuming task of manually updating inventory items that were received outside of the […]
