Inventory Count List Report

Inventory, Knowledge Base, Reports, Setup

To create an Inventory Count List report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > General. In the Report List pane, select Inventory Count List. In the Choose Report pane, click F12 Next. In the Inventory Count List window, set your report parameters in the […]

Invoice Payment History Report

Invoice/Quote, Knowledge Base, Reports, Setup

To run an Invoice Payment History Report:  In Paladin, on the top ribbon, select the Customers module. Enter or select a customer account from the Customer list. On the bottom ribbon of the module, select F6 Payment Management. In the Payment Management window, in the Charge Invoices pane, there are three options: All Applied Open […]

Applied Credit History Report

Knowledge Base, Reports

To run an Applied Credit History Report:  In Paladin, on the top ribbon, select the Customers module. Enter or select a customer account from the Customer list. On the bottom ribbon of the module, select F6 Payment Management. In the Payment Management window, in the Charge Invoices pane, there are three options: All Applied Open […]

Master Report: Inventory Check

Inventory, Knowledge Base, Process, Reports

Using Paladin’s Master Report, you can filter for items that have not been ordered for quite some time and check stock on hand (SOH). To run the Master Report for this situation: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > General. In the Report List […]

End of Day reports

Commerce, Knowledge Base, Policy, Process, Reports

There are two reports that Paladin recommends you run daily to help with your closing procedures: Today’s Register Balance Today’s Comparative Revenue Report Paladin also suggest you backup your database on a regular basis. For information on this, refer to: Backup and copy a Paladin database to a USB drive Today’s Register Balance In Paladin, […]

Accounting: Automated Check Handling option

Accounting, Knowledge Base, Reports, Setup

To include Automated Check Handling (ACH) data in the GL Summary, the following must be set: In Paladin, from the main menu, select File > Setup. Select the Accounting tab. In the Asset Accounts pane, check Include ACH. Enter the ACH account number in the ACH Account box. Click Save, then click Close. Figure 1: […]

BlockChyp: Credit card reconciliation

Commerce, Knowledge Base, Policy, Process, Reports

To maintain accurate accounting and to catch and fix problems before they affect your business and customer relationships, you must reconcile your Paladin, debit, gift, and credit card sales with your credit card processor’s records every business day. Important: BlockChyp accounts have their fees assessed at the end of a statement period. To reconcile Paladin […]

Customer File Export report

Customers, Knowledge Base, Reports

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

Buy Down Quote Report

Invoice/Quote, Knowledge Base, Reports

 The Buy Down Quote report is in an Excel format generated in Paladin’s Invoice/Quote module. Before being able to generate this report, you must first: Create a quote, refer to the How to create a quote section in the Quotes KBA. Turn the quote into an order: Order Manager: Turn quotes into orders Once you […]

EDI Masked Item Report

EDI, Knowledge Base, Reports, Setup

This report (in PDF format) shows the EDI LOCKS enabled within your system. Part numbers and Descriptions are included on this report. In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > General. In the Report List pane, select EDI MASKED ITEM REPORT. In the Choose Report […]

Manually print Month-End statements

Knowledge Base, Reports, Uncategorized

The process of creating and printing month-end statements has evolved in Paladin. With build 5119 and higher, a new month-end statements process has been implemented. Month-end statements now process automatically overnight on the day of the month the previous statement run was performed (Note: A different date can be set). The statement generation process is […]

Period Comparative Revenue Report

Knowledge Base, Reports, Setup

With the Period Comparative Revenue report, you can quickly identify revenue sources for the date range that you select. In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > Revenue. In the Report List pane, click Period Comparative Revenue. Note: You can also click the following […]