Manual discounts, price overrides, and easy returns can be useful tools when you need to price-match to make a sale or maintain a happy customer. However, these tools can also be misused or exploited to commit fraud.

To ensure that your employees are acting in the best interest of your store, you can create and review the Salesperson Exception Report. Sorted by employee, this report provides a list of all price overrides, manual discounts, and negative quantities sold during a specified time. It also shows when an employee enters manager credentials to allow a purchase to exceed the customer’s store credit limit.

In Paladin’s Invoice/Quote module, when a customer’s purchase amount exceeds their store credit limit, a manager’s credentials must be entered to complete the transaction.

Account Warnings window/Manager approval needed message
Figure 1: Account Warnings window/Manager approval needed message

To track these credit limit overrides, the Salesperson Exception Report has an Include Accounting Overrides? setting. This report setting is selected by default.

Salesperson Exception Report/Include Accounting Overrides? option
Figure 2: Salesperson Exception Report/Include Accounting Overrides? option

When the Include Accounting Overrides? is checked, the Salesperson Exception Report shows when a customer’s purchase exceeded their store credit limit and which employee approved the sale. In the report, these exceptions appear in Accounting Overrides sections and are sorted by employee.

Salesperson Exception Report PDF/Accounting Overrides
Figure 3: Salesperson Exception Report PDF/Accounting Overrides

To access the Salesperson Exception Report:

  1. In Paladin, on the top ribbon, select the Reports module.
  2. In Report Area pane, select Sales Analysis > What I Need To Know.
  3. In the Report List pane, select the Salesperson Exception Report.
  4. In the Choose Report pane, click F12 Next.

Reports module/Salesperson Exception Report  
Figure 4: Reports module/Salesperson Exception Report

  1. In the Salesperson Exception Report window, in the Report Settings pane, you can select to Report all salespeople, or you can select specific employees by entering their employee number in the Employee lists.
  2. In the Additional Settings pane, check Include price overrides? and Include Accounting Overrides? Note: If these are not checked, the report will not generate.

Report all salespeople/Employee/Include price overrides?/Include Accounting Overrides?
Figure 5: Report all salespeople/Employee/Include price overrides?/Include Accounting Overrides?

  1. In the Sorting Options pane, click F12 Run Report.

A PDF of the report opens.

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: 6/19/24