Accounting for deleted inventory items

Inventory, Knowledge Base, Process, Purchase Orders

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: How to restore/activate an inventory item This article provides instruction and information on the following: Deleting an inventory item with non-zero […]

View POs in Data Viewer

Inventory, Knowledge Base, Purchase Orders

To view purchase orders (PO) in 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 a […]

Duplicate invoice PO number

Invoice/Quote, Knowledge Base, Purchase Orders, Setup

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 […]

How to cancel back orders (B/O)

EDI, Knowledge Base, Process, Purchase Orders

 Anyone utilizing purchase orders to non-EDI vendors will find this significant. Clients can mix purchase order receiving and cancellations of known back orders within the same receiving event.  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 populated […]

Invoice style line numbers

Invoice/Quote, Knowledge Base, Process, Purchase Orders

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 will be easy to find line 3 should you have reason to review […]

How to override supplier specific part numbers

Inventory, Knowledge Base, Process, Purchase Orders, Setup

Paladin is designed to accommodate unique supplier order numbers for each of the suppliers identified with a particular inventory item. Often, the supplier order number is not the manufacturer’s part number. 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 […]

How to disable automatic PO printing

Knowledge Base, Process, Purchase Orders, Setup

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 that you may email […]

How to undo PO Receive

Knowledge Base, Process, Purchase Orders

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. Paladin contains a feature to do exactly this. To use this feature: In Paladin, on the top ribbon, select […]

Purchase Order Number Lookup

Knowledge Base, Process, Purchase Orders, Setup

To look up Purchase Order (PO) numbers, perform the following: In Paladin, on the top ribbon, select the PO module. On the bottom ribbon of the module, press F5 Mode PO to change to F5 Mode Receive. On the bottom ribbon of the Receive PO tab, select F6 Find PO. In the Find PO window, […]