Overview: Paladin General Ledger (GL) categories
You can export general ledger data from Paladin to your accounting software. This export can be done automatically by using an Paladin accounting integration for QuickBooks, Sage 50cloud or Microsoft Dynamics GP, or you can do it manually . This article defines the Paladin general ledger data categories. To learn how to export this data […]
Overview: Point of Rental Essentials Integration
Overview: View and analyze EDI report data in an Excel workbook
To provide fast data access and intelligent analysis, EDI report data (available in the EDI Reporting window) is presented as an Excel workbook with individual Excel worksheets for each EDI report section. Clearly-labeled worksheet tabs and columns identify the data and match the labels from the prior PDF versions of the report. Report details are […]
Overview: Quick-access (right-click) menu in the Invoice/Quote module
Right-click any line item on an invoice to get immediate access to these commonly-used tasks and tools. Select this menu option To do this Insert Line Item Insert a blank line item above the selected line item. Benefit: Insert a line-item anywhere in the invoice. Delete Line Item Delete the selected line item. Benefit: […]
Overview: Store brand conversion process
Download PDF 1. Confirmation When Paladin Data Corporation receives a request from a store or supplier, it confirms that the store will be switching to the new primary EDI supplier and has agreed to the quoted cost. 2. Communication With the store: Paladin requires the store to provide the following information: Who is the new […]
Overview: Go live process in Paladin Point of Sale
Download PDF 1. Sales When the client signs the Paladin Data Corporation purchase order and software agreement and sends the documents with a voided check to Paladin, the Go Live process begins. 2. Discovery When Paladin receives the signed documents and voided check, the administration department posts the upfront fee and sets up the monthly […]
Overview: All-item catalogs and obscure inventory items
Many suppliers provide an all-item catalog that can be imported into Paladin Point of Sale through an EDI process. While the complete catalog is stored, only items in your active inventory appear in reports or searches (unless you search for the item specifically). Catalog items that are not in active inventory are called obscure inventory […]
Overview: Using Microsoft Dynamics GP integration to create Accounts Payable invoices
Paladin Point of Sale can transfer your daily accounting totals to your Microsoft Dynamics GP (formerly Great Plains) general ledger and automatically create payable transactions in Microsoft Dynamics GP Enterprise Resource Planning (ERP) software from received purchase orders. How it works When you receive a purchase order, Paladin Point of Sale creates an accounts payable […]
Overview: Why we archive some data for multi-stores
Multi-store databases accumulate large quantities of data. Over time, this data will slow down your Paladin Point of Sale system. To ensure that your store runs efficiently, we archive data that has a low likelihood of needing to be recalled. Data that is required to run a store is never archived. If you need an archived […]
Overview: PaladinNsight™:Expose wasted investment dollars with the Non-performing Assets Tool
When your investment dollars are tied up in inventory that you can’t sell, you have non-performing assets. These dollars represent wasted opportunity. If they were available, you could use them to purchase items that you can sell or for other business needs. Overstock happens, but when you make intelligent changes to your buying habits, you […]
Overview: Discover losses and loss trends with the Loss Experience Tool
Lost items can hurt your business. When items are missing in your store, you lose investment dollars and then spend more money to replace them. While you can address each loss individually, grouping losses by a location or department may expose larger trends. For example, you may find that losses are concentrated in certain areas […]
Overview: Take charge of your inventory investment with the Investment Review Tool
If you are a store owner, you are an investor. Your largest business investment is your store inventory. Like any money-making investment, you must regularly review and manage your investment to get the greatest return. The new PaladinNsight™ Investment Review Tool can help you. What does it mean to manage my inventory investment? A quality […]
Overview: PaladinNsight™: Clean up your inventory with the Lost Opportunity Tool
Your inventory is a in a constant state of flux. Items are added and discontinued. Suppliers change. And Paladin Point of Sale inventory data can grow and become bloated with items that you no longer carry. These obsolete items create clutter when you produce reports or search your inventory. The solution is to get rid […]
Overview: PaladinNsight™: Hunt down lost revenue with the Lost Opportunity Tool
When an item is out-of-stock, you are missing sales opportunities. Add up lost sales from all out-of-stock items and you may be surprised at the lost revenue. But, how do you measure this lost opportunity? And how can you stop the revenue loss? We’ve designed the PaladinNsight™ Lost Opportunity tool to help you claim those […]
Overview: Boost your business with PaladinNsight™
You may be losing customers and revenue in your store without realizing it. Out-of-stock items, unmanaged inventory, unknown losses, and overstocked items can add up to significant revenue losses. Once you understand these losses, you can take action. The new PaladinNsight™ dashboard and tools (in the Inventory module) are designed to help you. PaladinNsight™ dashboard […]
