Important:

  • Before you start this process, create a backup of your data.
  • Perform these procedures after store hours.
  • Microsoft Excel must be 2007 or later.

Note: Inventory data must be exported from Paladin and then imported into Microsoft Excel that is installed on the computer. The instructions for Microsoft Excel vary depending on the version you are running. 

To export inventory data to Microsoft Excel:

  1. In Paladin, from the top menu, select Maintain > Data Viewer.
  2. Select the Inventory tab, then select the Export tab.
  3. In the Export Options section, in the Inventory Type list, select Active Inventory or Obscure Catalog.
  4. In the Suppliers list, select a supplier name or ALL SUPPLIERS.
  5. Optional: Check Show Weekly Sales.
  6. In the Number of Weeks box, enter how many weeks that you want to view.
  7. Optional: Check Include Deleted Items.
  8. To verify the data that you want to export, click View. The data field populates.
  9. When you are sure that you want to export the data, from the File Type list, select either Tab Delimited or Excel.
  10. Click Save.
  11. In the Save Inventory Export File window, browse to a location for saving the file.
  12. In the File name box, enter a file name.  
    Example: InventoryExport_2015_August.xlsx if Excel was the file type, or InventoryExport_2015_August.csv if Tab Delimited was the file type.
  13. Click Save.
  14. To import the file, refer to: Single store: Import inventory data into a Paladin database

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: 12/09/24