Buy Down Quote Report
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
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
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
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 […]
Month-end statements
This article provides instruction and information on the following: Automatic Month-end Statement process Benefits and changes Enhanced Month-end statements functionality Multi-store setup and requirements How to run Month-end statements Manual statement run Account Summary Report How to reverse a Month-end statement How to save Month-end statements for bulk mailing Automatic Month-end Statement process Paladin is […]
External Sync of Inventory Items
Setting Paladin Configuration For external synchronization, the following must be done in Paladin Configuration by a Paladin TSR: In Paladin, from the main menu, select File > Setup. Select the ExternalSync tab. In the External Sync Configuration pane, select integration type from the Select Type list. In the General Settings pane, check Enable Synchronization. Click […]
Enhanced Voiding Invoices
Stores occasionally need to void previously completed invoices, including Account Payments. Voids should conform to accounting best practices and allow stores to balance all revenue types. They should also provide traceability for enhanced fraud detection. With this update, stores now have enhanced capability to do this. Paladin’s updated voids feature provides the following benefits and […]
Suggested Order Report
The Suggested Order report is designed to help automate the process of sending purchase orders to vendors. It aggregates data from sales history and from item-level settings in Paladin’s Inventory module. The report is viewable as a PDF for informational purposes. The Suggested Order report can also generate a pending purchase order, thereby suggesting items […]
Price/Margin Changes Report
The Price/Margin Changes report shows the price and margin of inventory items on a given day/date. To create the report: 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 the […]
Hourly Analysis Report
The 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 […]
Account Summary report
The Account Summary Report now auto-generates when month-end statements are run. With this, the report will not be available until the after the statement run. Note: All information in the Account Summary report is pulled from the Customer account settings in Paladin. No other configuration parameters are necessary. To access the report after month-end statements […]
General Ledger (GL) Summary
This article provides information and instruction on the following: 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 reconcile the Inventory Valuation Summary […]
Inventory Full Stock on Hand Report
In Paladin, you can generate a Full Stock on Hand report. The report reflects the following: Stock on hand On Hold Sales Figures Shrinkage To create the report: In Paladin, on the top ribbon, select the Inventory module. Enter a part in the Part # box. Press Enter. On the top right-hand of the module, […]
Oregon Liquor Control Commission (OLCC) reports
Stores in Oregon that sell alcohol must send the Oregon Liquor Control Commission (OLCC) specific reports, which are uploaded to OLCC’s FTP site. Paladin has an automated feature that creates these reports and uploads them to OLCC’s FTP site. Reports are also saved to the client’s computer at: C:\PaladinPOS\Export\OLCC_Reports\ The report types are: Daily sales […]
Serial Number List Report
To create a Serial Number 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 Serial Number List. In the Choose Report pane, click F12 Next. In the Report Settings pane, set a value range for any category. […]
