How to create the Customer File Export Report

Knowledge Base, Reports

The Customer File Export report creates a Excel spreadsheet with all your customer data. Open Paladin Point of Sale. On the top ribbon, click the Reports module. In the Report Area pane, click Customers, and then click Customer Lists. In the Reports List pane, click Customer File Export. In the Choose Report pane, click F12 Next. […]

How to create a mid-month statement

Knowledge Base, Reports

On the top ribbon, click the Reports tab. In the Report Area pane, click Accounts Receivable, and then click Statement Generation. In the Report List pane, click Mid-Month Statement Generation. In the Report Description pane, click F12 Next. In the Report Settings pane, on the Search by line, do one of the following: On the […]

How to create the Customer File Export report

Knowledge Base, Reports

You can export Paladin Point of Sale customer account information for both active and inactive accounts. The following customer type details are provided in these spreadsheet columns: Customer Type ID: The integer ID assigned to the customer type in Paladin Point of Sale. Example: 16 Customer Type: The customer type name. Example: Farm/Agriculture Customer Type […]

How to create the Customer Sales Ranking report

Knowledge Base, Reports

This report exports Paladin Point of Sale customer account information for customers who made purchases during a time period you specify. To export customer type values, you must select the Export To Excel Customer type details are provided in these spreadsheet columns: Customer Type ID: The integer ID assigned to the customer type in Paladin […]

How to view charitable donations in the Comparative Revenue Report

Knowledge Base, Reports

Charitable contribution totals will appear in the Comparative Revenue Reports when you itemize revenue by department. Each charity is automatically assigned a unique department number. To view revenue by department, in the Comparative Revenue Report options, select Department from the Detail by list. In the report, charity totals will be itemized by their department number. […]

How to create a Sales Tax Details report

Knowledge Base, Reports

The Sales Tax Details report provides state, county and city tax details by invoice line item and includes a tax summary with taxable and non-taxable sales totals. The report opens as an Excel worksheet and can be created for a period of up to 31 days. On the top ribbon, click the Reports module. In the […]

How to create the Receiving Report

Knowledge Base, Reports

How to create the Receiving Report On the top ribbon, click Reports module. In the Reports tab, in the Report Area pane, click Inventory, and then click History. In the Report List pane, click Receiving Report. In the Choose Report pane, click F12 Next or press F12. In the Received Report window, in the Report Settings […]

How to create the Bin Tag Information File Report

Knowledge Base, Reports

On the top ribbon, click the Reports module. In the Report Area pane, click Inventory, and then click Labels. In the Report List pane, click Bin Tag Information File, and then click Next or press F12. In the Settings pane, specify the inventory that you want to evaluate for new bin tags. In the Additional […]

How to create the Shrinkage Report

Knowledge Base, Reports

Open Paladin Point of Sale. On the top ribbon, click the Reports module. In the Reports tab, in the Report Area pane, click Inventory, and then click Performance Analysis. In the Report List pane, click Shrinkage Report. In the Choose Report pane, click Next or press F12. In the Shrinkage Report window, select the settings and sorting options that you want. Note:  If you filter by […]