How to create the Serial Number List Report

Knowledge Base, Reports

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

Knowledge Base, Reports

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

Knowledge Base, Reports

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

Knowledge Base, 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 view revenue by customer type in the Comparative Revenue Reports

Knowledge Base, 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

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. […]