If you participate in Benjamin Moore OSR (Outside Sale Rep) or CCP (Contractor & Commercial Pricing) programs, Paladin can create the reports required by Benjamin Moore.

Important notes:

  • If you use the OSR program, you must perform some initial setup steps (see procedure below). If you are only enrolled in the CCP program, there is no set up required.
  • The OSR report feature is not supported for Ace Hardware stores that use Ace Rewards because it adds new customer types. Ace Rewards stores cannot edit the customer types list.

This article contains these procedures:

How to set up the Benjamin Moore OSR report

  1. On the File menu, click Setup.
  2. Click the Customer Types tab.
  3. For each Benjamin Moore OSR rep in your store, create a new customer type. To easily identify these customer types, we recommend using a prefix, such as “OSR”, followed by the OSR’s name (Example: OSR Mary Owen).
    1. Click New,
    2. In the Type box, enter the rep’s name, prefixed by OSR.
      Example: OSR Mary Owen
    3. Click Save.
    4. Repeat for all OSR reps.
    5. Close the Paladin Configuration window.
      Add OSR customer type
  4. Open the Customers module.
  5. Open each customer account with a Benjamin Moore OSR rep, and do this:
    1. Click the Electronic tab.
    2. In the Customer Type list, select the OSR rep.

    3. Click Save or press F12.

      Select OSR Customer Type

  6. Restart Paladin

How to create Benjamin Moore OSR and CCP reports

  1. Before you run the report, you need this information:
    • Paladin Supplier ID for Benjamin Moore. 
      Note: To find it, go to File > Setup > Supplier tab, and select Benjamin Moore. The Supplier Number is the second value on the right.
    • Your store’s Benjamin Moore account number
      Note: To find it, go to File > Setup > Supplier tab, and select Benjamin Moore. The Supplier Number (if set) appears on the right.
    • [OSR Report only] OSR Benjamin Moore Number

      Tip The Paladin Supplier Number and Account Number can be found in Paladin Configuration (File > Setup > Supplier tab, select Benjamin Moore).

  2. On the Maintain menu, select Utilities > Customer Utilities > Benjamin Moore OSR Report.
  3. In the Benjamin Moore OSR Report window, enter a date range for the report.
  4. If you are creating a report for an OSR rep, enter the OSR Number for Benjamin Moore and select the OSR’s Customer Type.
    Note: The OSR Number is simply inserted into the Excel reports and cannot be verified by Paladin.
  5. Enter the Benjamin Moore Supplier Number (from Paladin) and the Benjamin More Account Number
  6. Select the report type:
    • OSR Only: Create a report of Benjamin Moore sales to customers associated with the specified OSR only.
    • CCP Only: Create a report of all Benjamin Moore sales for the store, including OSR sales without showing the OSR names.
    • OSR and CCP: Create a report of sales to customers for the specified OSR and any remaining Benjamin More store sales, not attributed to an OSR.OSR-CCP Report options
  7. Click OK.
  8. A message will appear showing you the location of the saved report. Reports are saved in C:\PaladinPOS\Export\BenMoreOSr directory.
    • Click Yes to open the report.
    • Click No if you want to view it later.
      Note: The window will remain open so you can create multiple reports.
      Open the report message
      An Excel file will open with a list of Benjamin line items, customer and OSR rep and more. If the file does not open automatically, look for an Excel icon in your task bar.
      OSR/CCP Excel report
  9. When you are done, click Cancel to close the window.

The following table shows the report columns and which ones are required by Benjamin Moore and therefore are filled in by Paladin.

Column Name Paladin value
BM Outlet* Benjamin Moore Account Number (entered)
Account Number* Customer account number in Paladin (blank if unknown)
Account Name* Customer account name in Paladin (blank if unknown)
Account Address  
Account City  
Account State  
Account Zip* Customer account zip (blank if unknown)
Phone Number  
E-Mail Address  
Transaction Date* Date of sale
Invoice Number* Paladin invoice number
Transaction Line Item Number* Paladin invoice line item number
UPC Code  
BM SKU* Benjamin Moore SKU for invoice item
Product Description  
Quantity* Purchase quantity
Unit Of Measure  
Unit Price* Price per item unit
Ext Price* Total line item extension
Job  
Job Name  
Job Address  
Job City  
Job State  
Job Zip  
Sales Rep Terr No* OSR Number
Sales Rep Terr Name* OSR Customer Type Name

*Required by Benjamin Moore

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: 10/17/21