Overview: View and analyze EDI report data in an Excel workbook
EDI, Knowledge Base, Overview, Reports
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...
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...
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...
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 view transactions for a customer type in the Transaction Report
Knowledge Base, Reports
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...
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...
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...
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 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...
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...
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...
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...
How to generate the historical invoice item tax data for the Sales Tax Details Report
Knowledge Base, Maintain, Reports, Taxes
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...
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...
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...
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 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 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...
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...
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...
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...
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...
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...
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...
How to create a custom report in Microsoft Report Builder
Knowledge Base, Reports
Note: Before you can follow these procedures, Paladin Support must set up the open database connection (ODBC) and template for the Microsoft Report Builder. If you are not sure that the set up has been done, contact Paladin Support for assistance. With the Microsoft...
Note: Before you can follow these procedures, Paladin Support must set up the open database connection (ODBC) and template for the Microsoft Report Builder. If you are not sure that the set up has been done, contact Paladin Support for assistance. With the Microsoft...