How to send files
- Open Paladin Point of Sale.
- On the top ribbon, click the P. O. module.
- In the Purchase Order tab, in the Supplier list, select Emery-Waterhouse, and then add the items to the purchase order.
- On the bottom ribbon, click Confirm P.O. or press F8.
- On the bottom ribbon, click Buy or press F1.
- In the P. O. Number window, in the P.O. Number box, enter a preferred number or leave it blank to accept the default number, and then, click Next.
- In the P. O. Complete window, click Done. If a confirmation window appears, purchase orders will be automatically uploaded.
- Check your email account for a confirmation message from Emery-Waterhouse.
How to receive files
- Open Paladin Point of Sale.
- On the top ribbon, click the Inventory module.
- On the bottom ribbon, click EDI or press F9.
- In the EDI Processing window, click Download Files.
- If there is only one EDI supplier, all files will download and process automatically.
- If the store has more than one EDI supplier, in the EDI Maintenance Processing window, select your supplier name, and then click OK to download and process all files. Note: Files will be processed in this order:
- Maintenance
- Invoice
- Price Change
- Promos
- Anything else
- When the EDI files have been downloaded, select the open purchase order(s), and then click Close Selected POs.
- Click Reporting to review reports about the processed EDI files.
- To create reports in the EDI Reporting window, follow these steps:
- Select a Start Date and End Date.
- Optional: In the third unlabeled list, select the record types (EDI file types) that you want to review.
- Click Get EDI Records.
- In the list of results, you can review reports in the following ways:
- Highlight a row, and then click the magnifying glass.
- Highlight a row, and then click Generate Report.
- Click Export to Excel to show the list of reports in Excel.
- This option only shows a history list of processed EDI files for the selected record type.
- It will not show updates made to inventory items when the files were processed.
- To create this report, you must have Microsoft Office 2007 or later.
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: 1/27/21