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. In Paladin, from the main menu, select File > Setup.
  2. Select 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. Click Save, and then click Close.
      Add OSR customer type
  4. In Paladin, on the top ribbon, select the Customers module.
  5. Open each customer account with a Benjamin Moore OSR rep:
    1. Click the Electronic tab.
    2. In the Customer Type list, select the OSR rep.

    3. Click F12 Save.

      Select OSR Customer Type

  6. Close and then restart Paladin.

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How to create Benjamin Moore OSR and CCP reports

  1. Before you run the report, you need the following:
    • Paladin Supplier ID for Benjamin Moore. 
      Note: To find it, in Paladin’s main menu go to File > Setup > Supplier tab, and select Benjamin Moore. The Supplier ID is the number to the left. It also appears in the Supplier Number box.
    • Your store’s Benjamin Moore account number
      Note: To find it, in Paladin’s main menu go to File > Setup > Supplier tab, and select Benjamin Moore. The account number (if set) appears in the Account Number box.
    • [OSR Report only] OSR Benjamin Moore Number

  2. In Paladin, from the main menu, select 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 from the OSR Associated Customer Type list.
    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, OSR rep, and more. If the file does not open automatically, look for an Excel icon in your computer’s bottom task bar.

      OSR/CCP Excel report

  9. When you are done, click Cancel to close the window.

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Required report columns

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

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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: 6/29/22