Customer purchase history – Excel
To view and analyze a customer’s purchase history (and account payment history for your charge customers) in Excel, Paladin has two report options. Report Detail Report Summary Instructions on viewing these reports are provided in: How to view Report Summary and Report Details Report Detail This option gives line item details for each item purchased […]
Receiving Report
The Receiving report provides information about non-sale events that affect your inventory stock on hand (SOH), such as EDI and manual receiving. When you run the report, you can choose which non-sale events to include (see table below). By default, the Receiving report only shows information about items on received purchase orders. To create a […]
Bin Tag Information File Report
To create the Bin Tag Information File report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, click Inventory > Labels. In the Report List pane, click Bin Tag Information File. In the Choose Report pane, click F12 Next. In the Settings pane, specify the inventory that you want […]
Shrinkage Report
The Shrinkage Report shows a list of all manual stock-on-hand (SOH) updates that are not related to sales. You can use this report to find deleted and discontinued items. To create the Shrinkage Report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > Performance Analysis. In […]
Inventory Master Report
The Inventory Master report provides active inventory details including price, margin, stock on hand (SOH), and inventory sales totals for any supplier. To create the Inventory Master 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 Master Report. […]
Create year-end 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 fiscal year-end deadline for creating the reports, contact Paladin Customer […]
Sales Tax Details Report
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. Figure 1 shows an example of the line items […]
Slow Movers Report
The Slow Movers Report provides a list of inventory items that are out-of-stock or that have sold in low numbers within a recent time period. To create the Slow Movers Report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > Performance Analysis. In the Report List […]
Microsoft Report Builder: Create a custom report
Note: Before following 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 setup has been done, contact Paladin Support for assistance. With the Microsoft Report Builder, you can create and maintain customized reports with access to all store-level […]
Credit Card Deposit Report: Gift cards
In the Credit Card Deposit Report, in the CARD TYPE DETAILS section, gift cards are included in the GIFT column. Figure 1: Credit Card Deposit Report/Card Type Details/Gift About the Credit Card Deposit Report The Credit Card Deposit Report gives a list of all credit card purchases for the time period you choose and shows […]
Invoice Cancelled Report
Note: If client is a multistore, and they the DO NOT maintain separate customer accounts per store, then the report will show cancelled invoices from all stores. Paladin keeps a history of invoices that are cancelled during checkout before a receipt is printed. This cancelled invoice information is available as a report that opens in […]
Invoice Margin Analysis Report
The Invoice Margin Analysis Report calculates the invoice profit and margin for items in a specified department, primary supplier, location, or class. Report results are displayed by invoice in an Excel spreadsheet. In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need To […]
All Items Report
Note: This report can only be created in PDF format. It will look similar to the format of the Suggested Order Report. In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > Purchase Order. In the Report List pane, select Suggested Order Report. In the Choose Report pane, click F12 Next. In the Suggested […]
Invoice Importer
This article provides instruction and information on the following: About Invoice Importer How to create an invoice transaction file that you can import into Paladin How to import invoice transactions into Paladin How to view a revenue report with imported invoice information About Invoice Importer With the Invoice Importer, you can import transactions from other […]
Received Items Report
The Received Items Report includes information about received items in a purchase order list. To create the Received Items Report: In Paladin, on the top ribbon, select the PO module. On the bottom ribbon of the module, toggle F5 Mode PO to F5 Mode Receive. Click F6 Find PO. In the Find PO window, in […]
