Dump SKU margin protection
Paladin’s Invoice Margin Analysis report helps stores identify holes in their margin reporting. The most common issue involves dump SKU part numbers (and Kit Trigger items) that have no Avg Cost and no Ref Margin. Remember that inventory items will be considered a dump SKU if Avg Cost is zero. When this happens, the Ref […]
Report Detailing Contents of Store Transactions and POs
To access the report detailing contents of Store Transactions and POs: In Paladin, from the top ribbon, select the Invoice/Quote module. On the bottom ribbon, select F6 Recall Transaction. In the Recall Transaction window, enable one of the following transaction types: Suspended Sale Quote – Order Kit Special Order On Hold Delivery You can also […]
History Viewer Report options
Most magnifying glass icons in Paladin, when clicked, open a History window of the item they are connected with. For example, if in the Inventory module, on the Inventory tab, the magnifying glass next to Sales Figures, when clicked, opens the Recent Sales History window. Depending on the history window opened, buttons are named, that […]
Invoice Margin Analysis Report
This article provides instruction on creating an Invoice Margin Analysis report. To create 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 List pane, select Invoice Margin Analysis Report. In the Choose Report pane, click […]
Received POs Reports
This article provides instruction on generating reports of received purchase orders (and totals) based on selection criteria. To perform this: In Paladin, on the top ribbon, select the PO module. Toggle F5 Mode PO to F5 Mode Receive. On the bottom ribbon of the Receive PO tab, select F6 Find PO. In the Find PO […]
Employee access to Daily Balancing reports
This feature limits which Sales Analysis reports are available to employees. To give access to the Daily Balancing reports: In Paladin, from the main menu, select File > Setup. Select the Employees tab. In the Access Levels pane, check Reports, then check Daily Balance Reports Only. Click Save, then click Close. Note: By only checking […]
