Our 2021-E release contains the following features and enhancements as well as behind-the-scenes improvements to help keep your store running smoothly and efficiently.
2021-E release build 2.2110.4607.2
New Features
Our latest 2021-E release includes four new and significant purchase order features:
- Add supplier instructions to a purchase order
- Create purchase order reminder notes
- Create a purchase order email record
- Apply supplier-specific costs on purchase orders
Also included in the release are the following:
- How to create OLCC reports
- How to set up single license QuickBooks Desktop integration for multi-stores
- How to integrate your online store with Paladin using the Paladin eCommerce API
-
How to install and configure the AML Monarch Enterprise Self-Service Kiosk
Add instructions to a purchase order
By adding instructions to a purchase order, the supplier can now view and print the instructions set for a purchase order.
There are three steps to set the instructions for a purchase order:
- How to set up purchase order supplier instructions
- How to apply purchase order instructions
- How to change supplier instructions in a purchase order
How to set up purchase order supplier instructions
Purchase order supplier instructions can be added for:
- Payment Bill To
- Bill Freight To
- Ship Via
To set the instructions, on the File menu, click Setup, click the Company tab, and scroll to the Purchase Orders pane. Enter instructions in each box. If not all instructions are needed, the boxes can be left blank.
After instructions have been set, scroll down to the bottom of the pane, and click Save. Close and restart Paladin.
How to apply purchase order instructions
The instructions set in the Company tab are now available to assign to suppliers.
To assign instructions, on the File menu, click Setup, and then click the Supplier tab.
In the Suppliers pane, select a supplier from the list. Then, scroll to the bottom of the pane where the PO Terms (instructions) can be set.
Purchase order instructions that were set in the Company tab can now be selected from the lists:
- PO Payment Bill To Instructions:
- PO Bill To Freight To Instructions:
- PO Ship Via Instructions:
Purchase order supplier instructions are optional and do not need to be set for every supplier.
How to change supplier instructions in a purchase order
Purchase order instructions can be changed when a purchase order is created.
To do this, click the PO module.
On the Purchase Order tab, in the Supplier list, select a supplier.
Add items to the purchase order and Click Confirm PO or press F8. This opens the Confirm PO tab, where you click Buy or press F1 to complete the purchase order.
When the PO Number window opens, enter a PO Number, or leave the box empty and click Next>>.
Note: If the PO Number box is left empty, Paladin auto generates a unique PO number.
If you set supplier instructions for this supplier, a Supplier Instructions window opens where you can see the purchase order instructions you selected in the Company tab. You can leave the default instructions or select different instructions.
When you have set your preferred instructions, Click Next>> to add the instructions to the purchase order.
The instructions are added to the purchase order before it is printed or sent to the supplier.
When you recall the purchase order, the instructions appear as notes.
Create purchase order reminder notes
With the reminder note feature, you can show instructions/information before sending the purchase order.
How to create a purchase order reminder note
A reminder note can be created to add instructions and information on the Confirm PO tab of the PO module before you send the purchase order to the supplier.
To create a purchase order reminder note, on the File menu, click Setup, and then click the Supplier tab.
In the Suppliers pane, select a supplier from the list. Then, scroll to the bottom of the pane, and under PO Terms, type your note in the Confirm PO Screen Note Field box and click Save. Close and restart Paladin.
The reminder note will appear in the PO module on the Confirm PO tab of under the heading Supplier Messages.
Note: This feature is similar to setting a Checkout Screen Note in the Customers module.
Create a purchase order email record
When an email is sent to a supplier, the details of when the email was sent, who sent the email, and the address of the supplier’s email is shown on the Confirm Receive tab of the PO module.
How to create a purchase order email record
When a purchase order is emailed to a supplier, a note with the following email details is added to the purchase order:
- Date email was sent
- Time email was sent
- Employee ID, first name and last name initial
- The email address that the email was sent to
To send an email to a supplier in a purchase order, after you process the purchase order, in the PO Complete window, click Email. The Email Manager window opens, and you can send an email to the email address on file for the supplier tab. You can also enter an email address in the Enter Email: box.
Click Send to email the purchase order. An Email sent message will appear at the bottom of the Email Manager window.
Click F12 Close.
The email note is added to the purchase order after the email is sent. To view it, in the PO Receive mode, click Find PO, and open the purchase order.
Note: An email record note is not added if you resend the PO in the Receive PO mode using the Reprint PO [F6] feature.
Apply supplier-specific costs on purchase orders
This feature lets you set supplier-specific market costs for your inventory items and automatically apply them on purchase orders. Market costs can be set for both EDI and non-EDI suppliers and are automatically applied on purchase orders, when available.
This feature has three procedures:
- How to turn on the supplier-specific market cost feature
- How to set market costs and other order data for individual suppliers
- How to apply supplier costs during ordering
How to turn on the supplier-specific market cost feature
To turn on the supplier-specific market cost feature, on the File menu, click Setup, click the Company tab, and scroll to the Purchase Orders pane. Select the Use Supplier Table Costs for Ordering checkbox and click Save. Then, close the window and restart Paladin.
How to set market cost and other order data for individual suppliers
The following values can now be set for individual suppliers on an inventory item:
- Order #
- Mkt Cost
- Order QTY
- Broken Carton
To set this order data, click the Inventory module and open the inventory item. Then, on the bottom, ribbon, click Suppliers or press F11.
To edit a supplier’s market cost, click its Mkt Cost value and enter a new cost. Do the same with other editable values.
To add a new supplier to the list, in the Supplier list, select the supplier and click Add.
When you are finished with your changes, click Close or press F12.
How to apply supplier costs during ordering
If you set a supplier’s market cost (Mkt Cost), this cost will be automatically used when you create a purchase for this supplier.
If a supplier market cost is not set or is zero, the default cost is used. The default cost is the first non-zero value in this list from the Pricing tab: Mkt cost, Last: Cost, Avg cost
The following image shows the hierarchy of cost values when the supplier-specific costs are included.
Important notes:
- When you select or change a supplier on a purchase order, item costs for that supplier (if set) are automatically applied to all items.
- Supplier costs are not refreshed when you store and recall a purchase order. For example, if you store a purchase order (click Store PO or press F6) and, afterwards, the supplier cost changes for an item on the order, the item’s order cost will not update when you recall the order (click Recall PO or press F6).
- When you “split” a Suggested Order into purchase orders for lowest cost suppliers, all supplier-specific costs set on an item will be compared. Previously, only Ace, Orgill, United, True Value, and EJD EDI systems could set supplier market costs for comparison.
How to create Oregon Liquor Control Commission (OLCC) reports
Stores that sell alcohol must send the Oregon Liquor Control Commission (OLCC) specific reports, which are uploaded to an FTP site.
Paladin now has an automated feature that create these reports and uploads them to OLCC’s FTP site. Reports are also saved to the client’s computer.
How to set up single license QuickBooks Desktop integration for multi-stores
Paladin now has a feature for Paladin multi-stores to use a single QuickBooks Desktop application to manage accounting in one location for multiple stores. To set this up, contact Paladin Support.
How to integrate your online store with Paladin using the Paladin eCommerce (eComm) API
A new Paladin API allows eCommerce platforms to integrate with Paladin to support online sales. This API provides ways to programmatically access a store’s inventory data in Paladin and create invoices and update stock on hand when an online sale is made. Learn more
How to install and configure the AML Monarch Enterprise Self-Service Kiosk
Paladin has integrated with AML’s Monarch Enterprise Self-Service Kiosk to provide stores the capability for their customers to check retail prices on their own in real time and with ease. Learn more
If you have questions or suggestions about this information, contact support@paladinpos.com.
