Microsoft Access Templates

With the Microsoft Access Templates, you can create and print labels, tags, signs, and reports from within Paladin.

This article provides instruction and information on the following:

• How to download the Microsoft Access Templates
• How to select/print/reset bin tags using Microsoft Access
• How to create reports with the Microsoft Access Templates

How to download the Microsoft Access Templates

Note: This procedure is for single stores only. If you are a multi-store client, contact Paladin Support for assistance.

Note: If the MS Access Templates are not already installed, or you do not have the latest version, perform the following:

1.  In Paladin, from the top menu, select Maintain > Download, and then click MS Access Templates (Signs, Labels). It may take a few minutes for the download to complete. When complete, the Database Successfully Downloaded message window opens. 
2. Click OK.

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How to select/print/reset bin tags using Microsoft Access

Use the following process to print full sheets of bin tag labels on a laser printer.

Follow these procedures in this order:

1. How to batch the bin tags in Paladin
2. How to print the bin tags with Microsoft Access
3. How to reset the bin tag flags

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How to batch the bin tags in Paladin

In this procedure, you will use the Bin tag Information File report to specify the bin tags that you want to print and then create the batch file. 

1. In Paladin, on the top ribbon, select the Reports module.
2. In the Report Area pane, select Inventory > Labels.
3. In the Report List pane, select Bintag Information File.
4. In the Choose Report pane, click F12 Next.
5. In the Bintag Information File window, use the Report Settings to specify the items you want to print. You can set ranges for any of the following: PartNumber, Department, Supplier, Class, Subclass, and/or Location. Most stores will specify a specific Supplier, Department or Location.
6. In the Additional Settings pane, choose one of the following printing options:
   

   Option	Description
   Print All	Create a batch bin tag file for all the items matching the Report Settings. Example scenarios for this option: The gondolas at the front of the store are faded from sun damage; so, you want to reprint all the tags in those locations. You added a new department and want to print the bin tags for the items in the department.
   Limit to items that require bin tags	This is the default selection. Create a batch bin tag file for all items that require a new bin tag. Bin tags are typically required when an inventory value, such as price, has changed. It is important to use this option to reprint bin tags after you process EDI for your primary supplier. This ensures that prices on your store shelves match the prices in Paladin that were updated by EDI. You can specify which inventory value changes (such as price changes, department changes, etc.) that will initiate a bin tag reprint using the following steps: In Paladin, from the main menu, select File > Setup. Select the Company tab. In Tag Styles pane, in the Reprint Tag When Specific Columns Are Changed options, select the values that you want a bin tag reprint.
   Print changes since	Create a batch bin tag file for all items that changed after a specific Date and Time you define. Changes that trigger a new bin tag are defined in the Reprint Tag When Specific Columns Are Changed setting on the Company tab in Paladin Configuration.

7. Do not select Reset bin tag flags. You will do this later after you have printed the bin tags. Precaution: If you select this option now, you risk losing the bin tag batch file in the rare scenario that you need to recreate this batch bin tag file.
8. In the Sorting Options pane, click F12 Run Report.
9. A red progress bar will appear while Paladin creates the batch bin tag file.

Note: If you are batching bin tags for a large number of items, this process may take some time to complete.

10. When Report Complete appears the lower right corner under the Sorting Options pane, the file is created, and you can click Cancel to close the Bintag Information File window.

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How to print the bin tags with Microsoft Access

Use the following procedure to print the bin tags using Microsoft Access. The bin tag information you batched in the last procedure is temporarily stored on your computer and used for this process.

1. In Paladin, from the top menu, select Reports > MS Access Templates. The Microsoft Access Report opens and loads the Paladin templates.
2. In the Access Report window, select BIN TAGS.

Note: If you are using shelf tags (non-adhesive 2”x1” tags), select SHELF TAGS.

3. On the BIN TAGS tab, select the bin tag style you want to print. Most stores use Bin Tag #1. To view the available bin tag layouts, see our LSTR Catalog.

Note: If you find a new bin tag style you like, and you are using a desktop label printer for your one-off tags, you can change the default tag style for that printer in Paladin:
From the main menu, select File > Setup. Select the Company tab, and in the Tag Styles pane, in the Default Quantity Break Bintag Style list, select the bin tag format you want to use.

4. In the BIN TAG SETTINGS tab, select the PRIMARY SORT and SECONDARY SORT. You can sort by:
   • LOCATION
   • PARTNUMBER
   • DATE/TIME ORDER
   • NONE

     If you do not want to sort the bin tags, select NONE for both PRIMARY SORT and SECONDARY SORT.

5. Click Run. Your bin tags will appear in Microsoft Access.
6. To determine the number of label sheets to insert in your laser printer, click the Last Page button (the right facing arrow with the line in front of it) on the lower left-hand side of the screen. The number that appears tells you the number of label sheets required.
7. Load the label sheets into the laser printer with the correct orientation, and then click the PRINT.

Tips:

• • To determine the orientation for loading your labels in the printer, on a regular sheet of paper and write “T” (for top) and insert the paper with the “T” side up into the paper tray. Then, print a single test page of bin tags. Use the print out to determine how to load your bin tag sheets.

• • If the last page of bin tags only has a few labels, you can optionally print only the pages with a full sheet of bin tags. Then, manually print the remaining labels on the last page using your desktop label printer.

8. When you have confirmed that all bin tag labels have printed correctly, click Cancel to close the Access Report window.

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How to reset the bin tag flags

Use this procedure to reset the bin tag flags on the items you printed. This will prevent you from unintentionally printing duplicate bin tags for the items.

Note: The bin tag flag is the Print Later checkbox in Paladin’s Inventory module on the General tab.

1. In Paladin, and on the top ribbon, select the Reports module.
2. In the Report Area pane, select Inventory > Labels.
3. In the Report List pane, select Bintag Information File.
4. In the Choose Report pane, click F12 Next.
5. In the Bintag Information File window, in the Report Settings and Additional Settings panes, select the exact same options that you chose to create the bin tags (second procedure above).
6. In the Additional Settings pane, check Reset bin tag flags?
7. In the Sorting Options pane, click F12 Run Report. A red progress bar will appear while Paladin processes the report and clears the bin tag flags.
8. When you see Report Complete in the lower right corner under the Sorting Options pane, click Cancel to close the Bintag Information File window.

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How to create reports with the Microsoft Access Templates

You can create single store reports and multi-store reports with the Microsoft Access Template. All of the following reports are for a timeframe you specify.

1. In Paladin, from the top menu, select Reports > MS Access Templates.
2. On the MainPage tab of the Access Report window, click Reports.
3. On the ReportsPage tab, click Single Store or Multi Store.
4. On either the SingleStorePage or the MultiStorePage tabs, select the report type that you want to create.
5. In the Report Settings tab of the chosen report, enter a Start Date, End Date, and other required data.
6. Click Run.
7. When the report is created, you can export it to Excel (refer to the Export to Excel column in the following table):
   

   Report Name	Description	Single store	Multi-store	Export to Excel
   Items Sold Summary	Access report groups by customer the items purchased and totals all sales. Excel report groups by customer the items purchased, but it does not total all sales.	Yes	No	Yes
   Last Counted	Shows inventory items counted within a date range and location.	Yes	Yes	No
   Margin Analysis	Shows margins on all items by a specific date range and a single department per invoice.	Yes	No	No
   Profit	Shows sales of inventory items, GP margin, profit amount, and sales total for items sold.	Yes	No	No
   Profit (in Excel)	Exports to an Excel spreadsheet, which shows the sales of inventory items, GP margin, profit amount, and sales totals for items sold.	Yes	No	Yes
   Link to: Promotional Sales Report	Shows sales, margin, and profit/loss from by date range or promotion ID.	Yes	No	No

8. When you are finished, click CLOSE.

Learn more: LTSR catalog for labels, tags, signs, and reports

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