United Hardware: 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 […]
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 […]
Create a working purchase order from a Suggested Order Report
To create a working purchase order from the Suggested Order report: Follow the steps in Suggested Order Report: 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 Transaction pane, select the name of the […]
Cancel back orders without adjusting stock on hand counts twice
To cancel a back order without adjusting stock on hand (SOH) counts twice: 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. On the bottom ribbon of the module, click Find PO. In the Find PO window, under the Matching […]
Purchase Orders
This article provides instruction and information on the following: How to create a manual purchase order How to receive a manual purchase order How to create a negative purchase order How to receive a negative purchase order How to merge stored purchase orders How to resend a purchase order to the supplier How to create […]
Payment Management
This article provides instruction and information on the following: How to apply a payment to an invoice How to view all payment charges and credits to an account or project How to view Applied Credit History How to correct a payment that was mistakenly applied to an invoice How to apply a payment to an […]
Accounting for deleted inventory items
This article provides information on the way deleted inventory items can be accounted for in Paladin. Note: Inventory items are not “deleted.” They are inactivated and can be restored. For more information, refer to: Restore/activate an inventory item This article provides instruction and information on the following: Delete an inventory item with non-zero stock-on-hand Delete […]
View Purchase orders in Paladin Data Viewer
To view purchase orders (PO) in Paladin’s Data Viewer: In Paladin, from the top menu, select Maintain > Data Viewer. Select the Purchase Orders tab. In the Purchase Orders pane, select Open POs or Stored POs from the Type: list. Note: Open POs is the term used for purchase orders that have been issued to […]
Paladin Data Viewer: Export PO item info
You can export inventory data and purchase order information into Microsoft Excel for items in an open (confirmed) or saved (stored) purchase order. Note: You must have Microsoft Excel 2007 or later installed on your computer to complete these steps. To perform this: In Paladin, from the top menu, select Maintain > Data Viewer. In […]
Duplicate invoice PO number
Duplicate invoices can display Authorized Signer and PO Number on sales paid using a credit card. To enable the feature to allow collection of PO/Memo data and authorized signer matching on credit card sales: In Paladin, from the main menu, select File > Setup. Select the Credit Card tab. In the Signatures pane, check Enable […]
Cancel back orders
Clients can mix purchase order receiving and cancellations of known back orders (B/O) within the same receiving event. Anyone utilizing purchase orders to non-EDI vendors will find this significant. To utilize this feature, check the Cancel B/O box at the far left edge of any PO line item (the column is labeled DEL). The automatically […]
