Customer types
Customer types let you categorize customers in Paladin. You can assign these types to your customer accounts in Paladin’s Customers module. Paladin provides a default set of customer types, and you can define your own (except for Ace Hardware stores, which must use the default set). Many reports provide business statistics by customer type, including […]
Transactions Report: View customer invoices by project
To view customer invoices by project in the Transactions 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 List pane, click Transaction Report. In the Choose Report pane, click F12 Next. In Report Settings, in both the Beginning and Ending columns, select the customer account. In the Additional Settings pane, in the Keyword Search list, select one of the […]
Customer projects
Customer projects are specific categories defined in Paladin’s Customers module and assigned to an invoice when a customer pays by cash, credit card, or charges their account. With manager approval, a customer project can also be created or restored at checkout. Later, a customer’s sales history can be filtered by project in reports, such as […]
Export Class, Location, and Supplier lists to Excel
In Paladin, you can export to Excel names and IDs of classes, locations, and suppliers. In Paladin, from the main menu, select File > Setup. Click the tab with the data list you want to export: To export a list of classes, click the Class tab. To export a list of locations, click the Loc […]
Export department list into Excel
You can export a list of department information into an Excel spreadsheet with the following columns: Department name Store # Store Dept Non-Taxable State Non-Taxable County Non-Taxable City Non-Taxable PO System Number-of-Days % Suggested Min Factor % Minimum Margin % To export the department list into an Excel file: In Paladin, from the main menu, […]
Reports
Reports are listed in alphabetical order. Click on the title to open the KBA on that report. Note: Some of the reports are sections within KBAs. Links to these sections are on the beginning of the KBA. Report Title Accounting Detail Report Accounting Summary Report All Items Report Applied Credit History Report Bin Tag Information Report […]
Export employee list into Excel
You can export employee information into a Microsoft Excel spreadsheet with the following columns: First name Last name ID Active status Figure 1: Excel spreadsheet columns To export the employee list into an Excel file: In Paladin, from the main menu, select File > Setup. Select the Employees tab. Below the list of employees, click […]
Credit Card Deposit Report
The Credit Card Deposit report shows customer names in the list of credit card purchases and displays credit card totals by card type (such as Visa or MasterCard) for purchases processed by Element Payment Services and BlockChyp. About the Credit Card Deposit report The Credit Card Deposit report gives you a list of all credit […]
Suggested Order Report: Item-by-item sales history
To create the Suggested Order Report based on an item-by-item sales history: 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. The suggested inventory items to order appear in the Reports Description pane. To select […]
Sales commission
This article provides instruction and information on the following: How to set up a commission per customer How to set up a commission by invoice for each salesperson How to create an Invoice Commission report How to create a Sales Commission report per customer with one commission rate for all customers How to create a […]
Transaction Report: Monthly service charges
To create a Transaction Report showing monthly service charges: 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 F12 Next. In the Transaction Report window, in […]
Stop Meth Transaction Report
You can create a report that hides sensitive data that is not meth-related, but can still meet the stop-meth reporting requirements. This report will reveal notes, customer ID, payment type, amount, and signature. To run the report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > […]
Last Counted Report
To identify items that have been missed during a location count, create a report for a location for all dates prior to the most recent count date. The following instructions use Single Store, but Multi-Store is also an option. Note: Report ODBC must be enabled. To run the report: In Paladin, from the top menu, […]
Inventory Valuation Summary by Department Report
With the Inventory Valuation Summary by Department report, you can see the total value of inventory filtered by part number ranges, departments, suppliers, classes, subclasses, or locations. Note: Year to date (YTD) sales data is fully presented. YTD sales figures are calculated on historical data of parts based on the department of the item at […]
Customer Profit Ranking Report
With the Customer Profit Ranking report, you can quickly identify the customers who produce the most revenue for your store. In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Customers > Ranking. In the Report List pane, select Customer Profit Ranking. In the Choose Report pane, click F12 […]
