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 […]
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 […]
Multi-Store: Enable PO copy to other stores
A common function to many multi-store operations is to create a purchase order for one store and copy or duplicate the PO into other store’s pending purchase orders. In Paladin, purchase order creation is unchanged; you just need to set the Enable Copy PO To Other Stores function. If the feature has been enabled and […]
Report Detailing Contents of Store Transactions and POs
To access the report detailing contents of Store Transactions and POs: In Paladin, from the top ribbon, select the Invoice/Quote module. On the bottom ribbon, select F6 Recall Transaction. In the Recall Transaction window, enable one of the following transaction types: Suspended Sale Quote – Order Kit Special Order On Hold Delivery You can also […]
Multi-Store: RF unit limited to local store
Note: This article is for multi-stores only. All RF units automatically disconnect if a user on the RF hosting terminal logs into another store. While the hosting terminal is connected to a distant store, the F8 RF Unit button is grayed out.
Watermark style line numbers
Watermark style line numbers are displayed on Paladin’s Invoice/Quotes and Purchase Orders. The same style line numbers are on the invoice screen and the PO Receive screen. With this, when the screen displays a message, such as combined with line 3, it is easy to find line 3 should you have reason to review the […]
Override supplier specific part numbers
Paladin is designed to accommodate unique supplier order numbers for each of the suppliers identified with a particular inventory item. Paladin has a feature that overrides the supplier specific order number system. If enabled, this feature presents the manufacturer’s part number as the supplier order number on all POs regardless of the supplier or the […]
Disable automatic PO printing
If you send more purchase orders by EDI and email than by fax, you can disable automatic printing of purchase orders (POs). You still have the option to print (and reprint) your PO, but with this option, you must select a print option from the PO Complete window (the same window used to email your […]
Undo PO Receive
Occasionally, a PO is received in error (such as receiving a PO that created an EDI invoice), and the easiest method of cleaning up the error is to undo the quantity added to stock on hand. To use this feature: In Paladin, on the top ribbon, select the PO module. On the bottom ribbon of […]
