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. […]
Create a Revenue Report from a promotion
Note: The Revenue Report provides data from a promotion (sale list) that has prices set along with any other items sold on the invoice that were not part of the promotion. To create the Revenue Report from a promotion: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select […]
Benjamin Moore OSR and CCP 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: If you use the OSR program, you must perform some initial set up steps (see procedure below). If you are only enrolled in the CCP program, there is […]
Assign Sage 50Cloud Accounting GL accounts to Paladin accounting categories
Before you can set up the Overview: Sage 50Cloud Accounting Integration, you must assign Sage50 account numbers or names to the Paladin accounting categories. Note: It is highly recommended that Sage 50Cloud be run on a dedicated terminal. Therefore, the Sage50 Terminal ID must be assigned in the Paladin Configuration Accounting tab for Sage 50Cloud […]
Pick List Report for outstanding order items
Paladin’s Pick List report provides a list of outstanding order items sorted by order in Excel. Order item details include unsold item quantities, prices, and more. Provide this Pick List report to your fulfillment department or use it for easy reference. Note: To remove combine the quantity fields of duplicate line items and remove them […]
Transaction Report: Search for issued/redeemed coupons
You can search for issued or redeemed coupons in the Transaction Report by using a keyword search. 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 List pane, select Transaction Report. In the Choose Report pane, click […]
Government Fee Details Report
This article provides instruction and information on the following: About the report Turn on the fees feature Assign fees and classes Create the report About the report Many products now incur additional fees set by government and regulatory agencies for recycling or environmental remediation. Paladin makes it easy to automatically include these fees at checkout […]
Salesperson Exception Report: Manager accounting overrides
Manual discounts, price overrides, and easy returns can be useful tools when you need to price-match to make a sale or maintain a happy customer. However, these tools can also be misused or exploited to commit fraud. To ensure that your employees are acting in the best interest of your store, you can create and […]
Discontinued Item Report adds location ID
A location system is a valuable organization method for your store, making items easy to find for both you and your customers. For example, the location L112 could represent the left side (L) of aisle 1, section 1, shelf 2. In Paladin, it’s easy to set up a location system. To find out more, refer […]
Transaction Report: View per-item prices for quantity discount transactions
When an item is sold in a discounted quantity, a Paladin Configuration option can be set so that the calculated price per item will show instead of the quantity discount price in the Transaction report. For example, if the price to purchase an item quantity of 2 is $25, and the new option is turned […]
Transaction Report: Excel option skips account payments
When you use the Transaction Report to analyze sales revenue, account payments can skew your calculations. To help, Paladin provides an Excel version of the Transaction Report with the Skip account payments option, that when checked, excludes customer payments from the report results. To run the Excel version of the Transaction Report to skip […]
Master Report
The Master Report lets you view and analyze a year’s worth of sales history by item in weekly or four-week time periods. Weekly reports provide 52 weeks of data, and four-week interval reports provide data for 13 four-week intervals. To create a Master Report: In Paladin, on the top ribbon, select the Reports module. In […]
Print and share customer data using Excel
The View in Excel feature automatically creates an Excel view of frequently requested customer data, eliminating the need to transcribe the information manually. From Excel, you can easily print, email, and share this information with the customer or other software programs. The View in Excel feature is available when you edit the following customer data: […]
Mid-Month Statement
To create a Mid-Month Statement: In Paladin, on the top ribbon, select the Reports tab. In the Report Area pane, select Accounts Receivable > Statements. In the Report List pane, select Mid-Month Statements. In the Choose Report pane, click F12 Next. In the Report Settings pane, on the Search by line, do one of the […]
Transaction Report – Excel
Up to 31 days of transaction data can be viewed in an Excel spreadsheet with the Transaction Report – Excel report option. If you want to analyze, sort, or filter transaction data, this report is designed for you. This article provides instruction and information on the following: Set up Report values (columns) Schedule a Transaction […]
