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 […]
Report Presets
Report presets are useful for reports that you run frequently. You can set up a report to run automatically on daily, weekly, or monthly intervals and/or set up a button on the bottom ribbon of the Report module, that when pressed, runs the report with predefined settings. In the Reports module, you can create nine […]
Layaway Orders
This article provides instruction and information on the following: How to create a layaway account How to create a layaway order How to receive a layaway payment How to view a layaway status How to recall and complete a layaway transaction How to create the payment report for all layaway orders How to create the […]
Comparative Revenue Report
This article provides instruction and information on the following: How to create a Comparative Revenue report Information about the Sales Tax Detail section of the Comparative Revenue report How to set Comparative Revenue report export How to set up department groups for the Comparative Revenue report Note: Refer to the following for detailed instruction on […]
Customer Transaction Details Report
To create the Customer Transaction Details 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, select Transaction Report. In the Choose Report pane, click F12 Next. In the Transaction Report window, in the Report […]
Transaction Details Report for In-Store Pickup purchases
To create the Transaction Details Report for In-Store Pickup purchases: 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, […]
Negative Stock on Hand List Report
The Negative Stock on Hand List report runs when you specify a range of Supplier values in the Report Settings pane. The Negative Stock on Hand List report gives you a list of items in your active inventory with stock on hand (SOH) values that are less than zero (0). A Negative SOH value typically […]
Register Balance Report
To create a Register Balance report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > Daily Balancing. In the Report List pane, click one of the following reports: Report Balancing type Today’s Register Balance Same day Yesterday’s Register Balance Previous day Period Register Balance Time […]
Transaction Report
To create a Transaction 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, choose the Transaction Report version: Transaction Report: Creates a PDF report and offers many report settings that allow you to search by […]
Paladin Data Viewer: Export PO item info
You can export inventory data and purchase order information into Microsoft Excel for items in an open (confirmed) or saved (stored) purchase order. Note: You must have Microsoft Excel 2007 or later installed on your computer to complete these steps. To perform this: In Paladin, from the top menu, select Maintain > Data Viewer. In […]
Salesperson Exception Report
When an employee manually discounts an item by clicking F4 Discount Item in Paladin’s Invoice/Quote module, the discounted price is included in the Salesperson Exception Report. The Salesperson Exception Report provides a list of all price overrides, manual discounts, and negative quantities sold during a specified time period and sorted by employee. Note: The Salesperson […]
Multi-Store: Alternate Sales Report
Note: This feature is Multi-store only. Multi-store Paladin clients have available the Alternate Sales report that accompanies end-of-month customer accounts receivable statements. The Alternate Sales report focuses on customer accounts that were defined with Open Item accounting systems. A historic component of open item accounting is to display every unpaid invoice and unapplied credit regardless […]
Close an uncollectible account
To close an uncollectible account: In Paladin, on the top ribbon, select the Customers module. In the Customers tab, enter or select a customer account from the Customer list. Select the Balances tab and note the total amount owed by the customer. On the bottom ribbon of the tab, select F5 Account Payment. In the […]
