Paladin Support will set up this feature when they upgrade your store to download and process EDI files within Paladin.

You can define which United Hardware finelines can receive automatic supplier ratio updates during EDI processing. United Hardware assigns finelines to items in the EDI file. During EDI processing, an item’s fineline is compared against a list of finelines you define to determine which items can receive supplier ratio updates. EDI processing also uses and item’s fineline information to set the inventory item’s class and first subclass in Paladin Point of Sale.

Important: Item fineline assignments are maintained by United Hardware through EDI processing. You cannot remove or add an item to a fineline by changing its class information in Paladin.

Within any fineline, only items with the unit of measure BK can receive supplier ratio updates. United Hardware EDI files define an item’s unit of measure and set this value in Paladin.

Important: An item’s unit of measure is maintained by United Hardware through EDI processing. You cannot prevent an item from receiving automatic supplier ratio updates by changing the unit of measure (U/M) value in Paladin. If you make changes to the flineline list, you must contact Paladin Support and ask them to generate a new United all-items catalog. If you do not do this, new items may have incorrect supplier ratios.

To change the finelines that can receive supplier ratio updates:

  1. In Paladin, from the main menu, select File > Setup.
  2. Select the Supplier tab.
  3. In the text box above the Find button, enter: United
  4. Click Find.
  5. Scroll down to the EDI Supplier Ratio Finelines pane and view the list of finelines.
    • To remove a fineline, select it in the list, and then click Remove.
    • To add a fineline, in the box after the Add button, enter the fineline ID, and then click Add.
    • If you do not want any finelines to receive supplier ratio updates, remove all the fineline IDs from the list. Then, in the box after the Add button, enter 000000, and click Add. This special fineline value (six zeroes) is required to prevent all automatic supplier ratio updates.
  6. Click Save, and then click Close.

You can set different retail price update methods for EDI invoice files and maintenance/price-change files. 

Update retails settings divided into invoice and non-invoice

The selected methods for both file types default to the previous setting for all EDI files. For example, if you previously selected Yes to allow all EDI files to update retail prices, then Yes will be selected as the method for both Invoice and Maintenance + Price Change files. You can change these settings.

To change the EDI retail price update method for Invoice and Maintenance + Price Change files:

  1. In Paladin, from the main menu, select File > Setup.
  2. Select the Supplier tab.
  3. In Suppliers pane, in the text box above the Find button, enter: United
  4. Click Find.
  5. In the Update Retails pane, for both Invoice and Maintenance + Price Change files, select the method for updating current inventory item retail prices to new EDI file prices:
    • Yes: An item’s retail price is always updated to the new EDI file price.
    • No: An item’s retail price is never updated.
    • Only if Higher: An item’s retail price is updated when the new EDI file price is higher.
    • Rounding: An item’s retail price is always updated to the new EDI file price, and the item’s rounding scheme is used on the new price.
    • Rounding Only if Higher: An item’s retail price is updated when the new EDI file price is higher, and the item’s rounding scheme is used on the new price.
  6. Click Save, and then click Close.

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: 5/17/22