This article includes the following procedures:

  • How to send a Handy Purchase Order
  • How to download Handy EDI files
  • How to process Invoice files in Paladin Point of Sale
  • How to process Price Change files in Paladin Point of Sale
  • How to process Promotion files in Paladin Point of Sale

How to send a Handy Purchase Order

  1. Open Paladin Point of Sale
  2. Click the P.O. module.
  3. Create a P.O. for Handy. (Note: You can also recall your Suggested Order or a saved P.O.)
  4. Select your Supplier from the Supplier drop-down list.
  5. On the bottom ribbon, click Confirm P.O. or press the F8 key.
  6. On the bottom ribbon, click Buy or press F1.
  7. Click Next to use the default P.O. number or specify your own.
  8. Enter a Handy Promotion Number (if applicable), and then click Next.
  9. Enter the Handy password that you use for sending a P.O., and then click OK when you see the message that your file was created.
  10. On your desktop, double click the Handy Send Purchase Order shortcut. When the Command Prompt disappears, your order has been sent.

How to download Handy EDI files

  1. On your desktop, double-click the Handy get Invoice shortcut. When the Command Prompt disappears, any available invoice files have been downloaded from Handy.
  2. On your desktop, double-click the Handy get Price Change shortcut. When the Command Prompt disappears, any available price change files have been downloaded from Handy.
  3. On your desktop, double-click the Handy get Promotions shortcut. When the Command Prompt disappears, any available promotion files have been downloaded from Handy.

How to process Invoice files in Paladin Point of Sale

  1. Open Paladin Point of Sale
  2. On the top ribbon, click Inventory.
  3. On the bottom ribbon, click EDI or press the F9 key.
  4. Double-click HandyEDI, click File, and then select the Invoice.txt file.
  5. Make sure the date on the file is correct. If you cannot see the date, click View, click Details, and then select your file.
  6. Click Open, and then click Process EDI.
  7. When this file is processed, you will be prompted to close any open purchase orders associated with this invoice or any invoice that is in this file. Select each P.O. that you want to close, and then select Close Selected P.O.s.
  8. To review the reports associated with your invoices, click Reporting, click the Record number of the report that you want to view, and then click Get Selected Report.

How to process Price Change files in Paladin Point of Sale

  1. Open Paladin Point of Sale
  2. On the top ribbon, click Inventory.
  3. On the bottom ribbon, click EDI or press the F9 key.
  4. Double-click HandyEDI, click File, and then select the PriceChange.txt file for Price Change Files.
  5. Make sure the date is correct on the file. If you cannot see the date, click View, click Details, and then select your file.
  6. Click Open, and then click Process EDI.
  7. When the file is processed, click Reporting to view the file.

How to process Promotion files in Paladin Point of Sale

  1. Open Paladin Point of Sale
  2. On the top ribbon, click Inventory.
  3. On the bottom ribbon, click EDI or press the F9 key.
  4. Double-click HandyEDI, click File, and then select the Promotions.txt file for Promotion Files.
  5. Make sure the date is correct on the file. If you cannot see the date, click View, click Details, and then select your file.
  6. Click Open, and then click Process EDI.
  7. When the file is processed, click Reporting to view the file.

 

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