You must have release 2021-C or build 4431 or later to use these features.

You can export sale item part numbers and prices into a tab-delimited text file that can be opened in Excel. Then, use this file to optionally add or edit items and prices and re-import it to update the sale or add to another sale. For example, you could create a new sale based off an existing one.

  1. On the File menu, click Setup.
  2. Click the Sale List tab.
  3. In the Sales pane, select the sale you want to export. 
  4. Click Edit and then click Export.
  5. Select a file location and enter a name that you will remember.
  6. A message will appear confirming that the tab-delimited text (.txt) file was created.
  7. To open the file in Excel, do this:
    1. Open the Excel application.
    2. In Excel, on the File menu, click Open.
    3. Browse to the file location and make sure the file filter is set to All Files (*.*).
    4. Select the file you created (it will have a .txt file extension) and follow the prompts to import the file into Excel. 
  8. Optional: Edit the sale items and/or add new items and prices and save your changes. By default, the changes will save as a text (.txt) file which is required to reimport the data. Do not change the file type to an Excel file type (.xlsx) or the import will not work. 
    Important notes: 

    • Make sure the part #’s are accurate. The import process does not verify part #’s.
    • The import process can add new items or modify the prices of existing items. It will not delete items. If you delete items from the Excel file, the items will not be removed when you re-import the file. 
    • Close the file before you import it or the import will not work. 
  9. Optional: Import the file to update a sale.
    1. In Paladin, on the File menu, click Setup.
    2. Click the Sale List tab.
    3. In the Sales pane, select the sale you want to update. 
      Tip If you want to create a new sale based on your edited list, you must first create the new sale
    4. Click Edit and then click Import.
    5. In the Import Sale List window, browse to the folder that contains the file that you created earlier.
    6. In the File name list, select the file that you want to import, and then click Open.
    7. When the file has been imported, the items will be updated in the Sale Items pane.

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: 8/01/21