Note: Ace Hardware uses SFTP (Secure File Transfer Protocol), which includes encryption to prevent unauthorized access during the file transfer.

This article includes the following procedures:

  • How to send a purchase order to Ace Hardware
  • How to download and process Ace Hardware EDI files in Paladin Point of Sale
  • How to manually process an invoice file from Ace Hardware
  • How to manually process Hotsheets in Paladin Point of Sale

How to send a purchase order to Ace Hardware

  1. On the top ribbon, click the P.O. module or press F4.
  2. In the Purchase Order tab, do one of the following options:
    • Create a P.O.
    • Recall your Suggested Order.
    • Recall a Saved P.O.
  3. In the Supplier list, select Ace Hardware.
  4. On the bottom ribbon, click Confirm P.O. or press F8.
  5. On the bottom ribbon, click Buy or press F1.
  6. Enter a P.O. number or use the default number, and then click Next.
  7. In the P.O. Complete window, click Done.  Your next purchase order will automatically upload to Ace Hardware.
  8. Check your email account for a confirmation message from Ace Hardware.

How to download Ace Hardware EDI files in Paladin Point of Sale

Note:  All EDI files, including invoices and hotsheets, will be downloaded at the same time.

  1. On the top ribbon, click the Inventory module or press ALT+ 3.
  2. On the bottom ribbon, click EDI or press F9.
  3. The Major Ace EDI Changes window may appear. After you read the message, you can enter your password to stop it from appearing again. This cancels the message for your account only. Each employee with access to EDI features will see this message until they enter their password. Click OK to close the message.New Ace download process message
  4. In the EDI Maintenance Processing window, verify that Ace appears in the first box, or select it from the list of EDI suppliers, and then press OK to download the EDI files.aceedidownloadfiles
  5. When the Download Complete window appears with the downloaded files, follow one of these steps:
    • Press Continue to automatically process the downloaded files in this order:
      • Invoices
      • Hotsheets
      • Promos
    • Click Exit to return to the EDI Processing window, and then follow the procedures in one of the following procedures:
      • How to manually process an Ace Hardware invoice file
      • How to manually process an Ace Hardware Hotsheet

      Note: If Paladin Point of Sale can identify a Hotsheet or invoice EDI file, it will add the prefix HOTSHEET or INVOICE to the filename.

      acedownloadcomplete

  6. In the EDI Processing window, messages and a progress bar will appear. Watch for messages that require your attention. For example, if a duplicate invoice is identified, EDI processing will stop until you decide whether to continue or cancel.fileprocessingstatus
  7. When EDI file processing is complete, this message will appear: All processing on the file is complete, please see event log and report for any errors.edifileprocessingcomplete
  8. To review the reports for processed EDI files, click Reporting.
  9. To create a report, highlight any row, and then click Generate Report.

How to manually process an Ace Hardware invoice file

If you did not automatically process invoice files after you downloaded them, use this procedure:

  1. Follow the steps above titled How to download and process Ace Hardware EDI files in Paladin Point of Sale, and then click Exit after the files are downloaded.
  2. In the EDI Processing window, click the Browse button, and then open the Ace folder.
  3. Select an invoice file. Invoice files typically have the prefix INVOICE_.
  4. Click Open, and then click Process EDI file..
  5. Select the purchase orders that you want to close, and then select Close Selected POs.
  6. To review the reports associated with your invoice file, click Reporting.

How to manually process an Ace Hardware Hotsheet

If you did not automatically process Hotsheet files after you downloaded them, Use the procedure:

  1. Follow the steps above titled How to download and process Ace Hardware EDI files in Paladin Point of Sale.
  2. When the files are downloaded, click Exit after the files are downloaded, click Exit.
  3. In the EDI Processing window, click Browse, and then open the Ace folder.
  4. Select a Hotsheet file, which typically as HOTSHEET as a prefix.
  5. Click Open, and then click Process EDI File.
  6. To review the reports associated with your Hotsheet file, click Reporting.
  7. To create a report, highlight any row, and then click Generate Report.

 

If you have questions or suggestions about this information, contact support@paladinpos.com.

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 7/07/20