Transactions: Voids

About, Commerce, Invoice/Quote, Knowledge Base, Process, Reports

This article provides instruction and information on the following: How to void a transaction Credit card processor cannot void a payment Failed VOID caused by a canceled payment card transaction How to create a voided transaction report How to create a Voided Credit Card Transaction report Voiding a transaction creates an SOH history entry How […]

Suggested Order report

About, Inventory, Knowledge Base, Process, Reports, Setup

The Suggested Order report is designed to help automate the process of sending purchase orders to your vendors. It aggregates data from your sales history and from item-level settings in the inventory module. The report is viewable as a PDF for informational purposes. The Suggested Order report can also generate a pending purchase order, thereby […]

How to run the Price/Margin Changes report

Inventory, Knowledge Base, Reports

This report shows the current price and margin of inventory items. In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > History. In the Report List pane, select Price/Margin Changes. In the Choose Report pane, click F12 Next. In the Report Settings pane, select a beginning and end date. You can also filter report […]

How to run the Hourly Analysis report

Invoice/Quote, Knowledge Base, Reports

This Hourly Analysis report shows invoice count, line count, and sales total per hour. To run the report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need to Know. In the Report Area pane, select Hourly Analysis Report. In the Choose Report pane, click F12 Next. In the Report […]

General Ledger (GL) Summary

Commerce, Integration, Inventory, Knowledge Base, Process, Reports, Setup

This article provides the information and instruction for the Paladin General Ledger Summary feature: Paladin accounting software integrations Paladin General Ledger categories Options to itemize/filter revenue data General Ledger Summary export option How to add accounting software account names/numbers to the General Ledger Summary Report General Ledger account export file names are editable How to […]

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 […]

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 […]

Itemized Excel spreadsheet added to email statements

Inventory, Invoice/Quote, Knowledge Base, Reports

For customers that receive statements by email, this feature automatically includes an Excel spreadsheet with a customer’s monthly charges, itemized by project, if applicable. The spreadsheet complements the PDF statements that customers already receive and includes individual sheets (tabs) for: Statement Information – Store information and statement summary. All Transactions – An itemized list of […]

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 […]