How to create the Serial Number List Report
Open the Reports module or press ALT + 5. In the Report Area pane, click Inventory, and then click General. In the Report List pane, click Serial Number List. Click Next or press F12. To filter your results, in the Report Settings pane, set a value range for any category. To include only one category […]
How to create the Revenue Report from a Promotion
Note: This report will only show data from a promotion (sale list) that has prices set and the sales list is attached to a pricing plan. Open the Reports module. In the Report Area pane, click Sales Analysis and then click Revenue. In the Report List, pane click Report Revenue from a Promotion. In the […]
How to run the EDI Masked Item Report
This report will show you the EDI LOCKS you have enabled within your system in a PDF format. Part number and Description are included on this report. Open the Reports module. In the Report Area pane, select Inventory and then select General. In the Report List pane, select EDI MASKED ITEM REPORT. In the Choose […]
How to create Benjamin Moore OSR and CCP reports
If you participate in Benjamin Moore OSR (Outside Sale Rep) or CCP (Contractor & Commercial Pricing) programs, Paladin can create the reports required by Benjamin Moore. Important notes: If you use the OSR program, you must perform some initial setup steps (see procedure below). If you are only enrolled in the CCP program, there is […]
How to assign Sage 50Cloud Accounting GL accounts to Paladin accounting categories
Before you can set up the Sage 50Cloud Accounting integration, you must assign Sage50 account numbers or names to the Paladin accounting categories. On the File menu, click Setup. Click the Accounting tab. For each accounting category, enter the corresponding Sage 50Cloud account number or name. To help you understand these categories, see Overview: Paladin General […]
How to search for used coupons in the Transaction Report
You can search for issued or redeemed coupons in the Transaction Report by using a keyword search. On the top ribbon, click the Reports module. In the Report Area pane, select Sales Analysis > What I Need To Know. In the Report List pane, select Transaction Report, and click Next or press F12. To select […]
How to view revenue by customer type in the Comparative Revenue Reports
Tip To accurately show revenue distribution, set the customer type for each customer account before you run the report. Open the Reports Go to Sales Analysis > Revenue, and select one of the comparative revenue reports: Today’s Comparative Revenue Report Yesterday’s Comparative Revenue Report Period Comparative Revenue Report Click Next or press F12. In the […]
How to create the Customer File Export Report
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. […]
Overview: View and analyze EDI report data in an Excel workbook
To provide fast data access and intelligent analysis, EDI report data (available in the EDI Reporting window) is presented as an Excel workbook with individual Excel worksheets for each EDI report section. Clearly-labeled worksheet tabs and columns identify the data and match the labels from the prior PDF versions of the report. Report details are […]
How to create a mid-month statement
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 view transactions for a customer type in the Transaction Report
To use this feature, in the Transaction Report window, in the Additional Settings pane, in the Keyword Search list, select Customer Type. In the list of customer types that appears, select the customer type you want to user for the report. Then, when you run the Transaction Report, it will include only transactions for customers with […]
How to create the Customer File Export report
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
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
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 generate the historical invoice item tax data for the Sales Tax Details Report
IMPORTANT: To follow this procedure, build 1216 or later must be installed. On the Maintain menu, select Data Viewer. In the Paladin POS Data Viewer window, click the Invoice Item Taxes tab. In the Generate Historical Invoice Item Taxes pane, select the From The To date will automatically appear as 31 days later. Click Generate Historical […]
