EDI: Wallace Hardware: How to send and receive files

Note:  If Paladin Support has set up EDI for Wallace Hardware, you can follow these procedures to send and receive EDI files for your store.

This article includes the following procedures:

• How to send a purchase order via Paladin Point of Sale
• How to receive files from Wallace Hardware

Note:  Choose one of the procedures for sending a purchase order, and then follow the procedure for receiving files.

How to send a purchase order via Paladin Point of Sale

IMPORTANT:  To send a purchase order directly to Wallace, you must have a Static WAN IP address that has been white-listed by Wallace.  To obtain a Static WAN IP address, contact your Internet Service Provider (ISP), and then send an email message with the Static WAN IP address to Wallace for approval.

1. Open Paladin Point of Sale.
2. On the top ribbon, click the PO module.
3. In the Purchase Order tab, in the Supplier list, select Wallace, and then add the items to the purchase order.
4. On the bottom ribbon, click Confirm PO or press F8.
5. On the bottom ribbon, click Buy or press F1.
6. 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.
7. In the PO Complete window, click Done. If a confirmation window appears, purchase orders will be automatically uploaded.
8. Check your email account for a confirmation message from Wallace Hardware.

How to receive files from Wallace Hardware

1. Open Paladin Point of Sale.
2. On the top ribbon, click the Inventory module.
3. On the bottom ribbon, click EDI or press F9.

   Note: Each employee with access to EDI features will see this message:  Major changes for EDI Processing.  To no longer see the message, each employee can enter her/his password in the Enter your password to disable this message in the future box, and then click OK.

4. In the EDI Processing window, click Download Files.
   • If Wallace 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 Wallace, 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
5. When EDI processing is completed, click Reporting to review reports about the processed EDI files.
6. To create reports in the EDI Reporting window, follow these steps:
   1. Select a Start Date and End Date.
   2. Optional:  In the third unlabeled list, select the record types (EDI file types) that you want to review.
   3. Click Get EDI Records.
   4. 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.