Note: If Paladin Support has set up EDI for United, you can follow these procedures to send and receive EDI files for your store.
This article includes the following procedures:
- How to send files
- How to receive files
How to send files
- Open Paladin Point of Sale.
- On the top ribbon, click the PO module.
- In the Purchase Order tab, in the Supplier list, select United, and then select, recall, and confirm the purchase order.
- On the bottom ribbon, click Mode PO or press F5.
- On the bottom ribbon, click Buy or press F1.
- In the PO Number window, in the PO Number box, enter a preferred number or leave it blank to accept the default number, and then click Next.
- In the PO Complete window, click Done.
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.
Notes:
- If United is the only EDI supplier, it will download and process all files.
- If the store has more than one EDI supplier, in the EDI Maintenance Processing window, select United, and then click OK to download and process all files.
- Status messages will appear in the EDI Processing window. Files are processed in this order:
- Maintenance
- Invoice
- Price Change
- Promo
- Anything else
- When EDI processing is completed, 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 View List in 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: 4/12/21