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...

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...

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...

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....

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...

How to create the Inventory Master Report

Knowledge Base, Reports
The Master Report provides active inventory details including price, margin, SOH, and inventory sales totals for any supplier. The report has four format options: On the top ribbon, click the Reports module. In the Report Area pane, click Inventory, and then click...

How to create the Salesperson Exception Report

Knowledge Base, Reports
The Salesperson Exception Report provides a list of all price overrides, manual discounts, and negative quantities sold during a specified time period and is sorted by employee. Open Paladin Point of Sale. On the top ribbon, click the Reports module. In the Report...

How to create the year-end reports

Knowledge Base, Reports
The Accounting Summary Report and the Inventory Valuation Summary Report are required for tax purposes. The results occur in real time, which means that they are only valid on the precise time and day that they were produced. If you miss the calendar year-end or...