Export an employee list into an Excel spreadsheet
You can export employee information into a Microsoft Excel spreadsheet with the following column headers: First name Last name ID Active Figure 1: Employee list Column headers Note: You must have Microsoft Excel 2007 or later installed on your computer. To export the employee list into an Excel spreadsheet: In Paladin, from the main menu, […]
Export a department list into an Excel spreadsheet
You can export a list of departmental information into an Excel spreadsheet with the following column headers: ID Name Store # Store Name Dept Non-Taxable State Non-Taxable County Non-Taxable City Non-Taxable PO System Number-of-Days % Suggested Min Factor % Minimum Margin % Note: You must have Microsoft Excel 2007 or later installed on your computer. […]
Supplier Billing document
A Supplier Billing document looks like an invoice but does not affect inventory or accounting totals. This document can be useful if you need to pre-approve a sale with a customer. When you create a Supplier Billing document, the document is printed automatically. If the customer has an email on file, a PDF of the […]
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 […]
Items Sold Report
This article provides instruction and information on the following: Overview How to create an Items Sold report How to create POs from Items Sold report How to find purchase orders that were created by the Items Sold report Overview The Items Sold report provides detailed information about inventory items that have been sold during a […]
SOH History viewer
The SOH History viewer shows a history of inventory item stock on hand (SOH) changes from purchase orders, special orders, EDI processes, voided transactions, and manual receiving. You can track issues that result from voided transactions, including unexpected SOH values and accounting discrepancies. Note: If you want to void a transaction, it is best to […]
SIGIS EPL file update frequency
Paladin checks for a new Eligible Product List (EPL) from SIGIS every 14 days. If an Internet connection or other issues prevent an EPL update for 24 or more days, the following message appears (Figure 1) when you start Paladin and will specify the number of days since the last SIGIS EPL update. Figure 1: […]
All-item catalogs and obscure inventory items
Many suppliers provide an all-item catalog that can be imported into Paladin 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 items. An obscure […]
New inventory items in a specified class
To put new inventory items in a specified class: In Paladin, from the main menu, select File > Setup. Select the Company tab. In the EDI pane, check Put New Inventory Items in Specified Class, then enter an existing class in the box. When a store with EDI receives new items, the class that you […]
Data Viewer: Invoice settings
In Paladin’s Data Viewer, you can edit invoice purchase order numbers, project names, and invoice dates. Note: To make these changes, you must have manager credentials. In Paladin, from the top menu, select Maintain > Data Viewer. Select the Invoices tab. On the Invoices tab, on the View tab, specify the search criteria for the […]
Apply Net pricing rule to an inventory item
You can prevent an inventory item from being automatically discounted by setting the Net pricing rule. When you apply the Net pricing rule to an item, it has the following discount restrictions: A pricing plan percentage discount is not given. A prompt payment discount is not given. Rich Rewards: Rewards points will not be earned. At […]
Repeat Rewards: Create or find a customer
In Paladin’s Invoice/Quote module, you can search for a customer’s Repeat Rewards ID when you process a sale. This article provides instruction and information on the following: How to set up Repeat Rewards Create or find a Repeat Rewards customer How to set up Repeat Rewards In Paladin, from the main menu, select File > […]
Specify inactive (deleted) items at checkout
Paladin lets you choose how inactive (deleted) inventory items are handled when they are scanned or manually-entered in the Invoice/Quote module. Figure 1: Paladin Configuration: Deleted Part Behavior option To set up how to deleted (inactive) inventory items in the Invoice/Quote module: In Paladin, from the main menu, select File > Setup. Select the Invoice […]
Ace Rewards: Update member information
Important: This procedure will only work if you have 2D barcode scanners. Otherwise, you must manually update all personal information. To update Ace Rewards member information: In Paladin, on the top ribbon, select the Invoice/Quote module. In the Ace Rewards window, scan the customer’s current driver’s license with a 2D scanner or manually enter the information. […]
