How to create electronic files to attach to a purchase order
Paladin provides the capability to create electronic files that can be attach to a purchase order (PO) and stored online. This is done through scanning. This article provides instruction and information on the following: How to scan and attach documentation to a purchase order Find PO function to view and/or attach scanned documents Additional Functions […]
Seasonal Items
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 […]
How to create a stored purchase order from an invoice/quote
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. […]
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 […]
QuickBooks: How to create vendor bills from received purchase orders
This feature requires 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 items […]
PO Quick Access (right-click) menu in the PO module
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 […]
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.
True Value Hardware: Purchase order received confirmation
Note: This feature only applies to stores that use the True Value Hardware EDI system to send and receive purchase orders. While sending purchase orders using True Value EDI is very reliable, occasionally Internet glitches or other communication issues can occur. To give you peace of mind that your True Value purchase order was received, […]
Order Analyst: Create supplier POs for a suggested order or other PO in seconds
Note: This feature only applies to stores that actively use one or more of these EDI suppliers: Ace Hardware Orgill Hardware True Value Hardware Emery Jensen Distribution (EJD) House Hasson. The money you invest in your store’s inventory has a direct and significant impact on your bottom line. While you can’t control supplier costs, you […]
United Hardware: How to use the Market Promo ordering system
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 […]
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 […]
Multi-store: Remote PO receiving safeguard
Note: 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 […]
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 than 200%. In Paladin, from the main menu, select File […]
Received Items Report
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, toggle F5 Mode PO to F5 Mode Receive. Click F6 Find PO. In the Find PO window, in […]
How to create a working purchase order from the Suggested Order report
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, 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 Recall […]
