PaladinNsight™ Clearance function

Using the PaladinNsight™ dashboard, clients can set up clearance items. PaladinNsight™ is located in Paladin’s Inventory module on the Inventory tab. If you are a manager or other high-level employee, it will automatically appear on your PaladinNsight™ dashboard.

This article provides instruction and information on the following:

• Paladin Configuration: Setting up Clearance 
• Setting clearance items
• Remove an item from a clearance pricing plan

Paladin Configuration: Setting up Clearance

Before gathering items for clearance, a Clearance department needs to be created.

1. In Paladin, on the top menu, select File > Setup.
2. Select the Dept tab.
3. In the Departments pane, under the list of departments, click New.
4. In the Name box, enter Clearance.
5. In the Department label number box, assign a number (it must be a new number).
6. Click Save, then click Close.

Figure 1: Creating a Clearance department

To enable the Clearance department and its variables:

1. In Paladin, on the top menu, select File > Setup.
2. Select the PaladiniNsight tab.
3. In the Clearance pane, check Enable Clearance Department (this is optional).
4. Select the Clearance department from the Department list.

Figure 2: Enable clearance department

5. Uncheck (see note below) Set System Class for Clearance items.

Figure 3: Uncheck Set System Class for Clearance items option

Note: By default, Set System Class for Clearance items is checked, and Class 3 will be assigned. If the client is using Class 3 and does not want it overwritten, uncheck Set System Class for Clearance items. Paladin will then create a new class for clearance.

Figure 4: Class 3 not an option/Class assigned by Paladin

6. Determine percentages and amount of days before percentage levels (see note below).

Note: By default, Paladin sets the initial clearance percent at fifty (50%) percent, then after the default of 28 days, the clearance percent goes to seventy five (75%) percent. If the item sells out, it is taken off of the clearance list, and clients can either restock the item or not; Paladin does not delete the item, that is up to the client. Clients can change the percentages and amount of days if desired.

Figure 5: Enabling Clearance department and variables

7. Click Save, then click Close.

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Setting clearance items

To set up items for clearance:

1. In Paladin, from the top ribbon, select the Inventory module.
2. In the PaladinNsight dashboard, click any magnifying glass under the reviewer meters.

Figure 6: PaladinNsight

3. In the Reviewer, select the Clearance tab.

Figure 7: Clearance tab

4. In the Clearance tab, in the Order By field, enable Department.
5. In the Display By field, enable # of Items.
6. Click the magnifying glass next to the department you want to view items from.

 

Figure 8: Department selection

7. In the Inventory Closeout Details page, click the checkbox for each item you want placed into clearance.

Figure 9: Inventory Closeout Details page

8. On the bottom right-hand corner of the Inventory Closeout Details page, click Clearance.

Figure 10: Clearance button

9. Cancel out of the Inventory Closeout Details page.
10. Cancel out of the Clearance tab.
11. Cancel out of the Inventory module.

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Remove an item from a clearance pricing plan

To remove an item from a clearance pricing plan: 

1. In Paladin, from the top ribbon, select the Inventory module.
2. In the PaladinNsight dashboard, click any magnifying glass under the reviewer meters.
3. In the Reviewer, select the Clearance tab.
4. In the Clearance tab, in the Order By field, enable Department.
5. In the Display By field, enable # of Items.
6. Click the magnifying glass next to the department you want to view items from.
7. In the Inventory Closeout Details page, write down the Part # for each item you want to remove from clearance.
8. In Paladin, on the top menu, select File > Setup.
9. Select the Pricing Plan tab.
10. In the Pricing Plans pane, find and highlight the clearance pricing plan.
11. Click Go to Sale.

Figure 11: Pricing Plan/Go to Sale

This opens the Sale List tab.

12. In the Sale Items pane, highlight the Part Number of the clearance item to be removed from the pricing plan/clearance.
13. Click Remove.

Figure 12: Sale Items/Remove

14. Click Close.
15. In Paladin, from the top ribbon, select the Inventory module.
16. In the Part # box, enter the part number you removed. 
17. Pres Enter.
18. Select the Order Control tab.
19. In the Stock Information pane, click the padlock icon to unlock Max Qty.

Figure 13: Unlock Max Qty

20. Select the General tab.
21. In the Classes pane, change Class 3 from Clearance to whatever class you need to assign the item.

Figure 14: Class 3

22. In the Item Information pane, use the right scroll bar to scroll down to the Description 3 box and remove any description for the item.

Figure 15: Description 3

23. Click Save and close the Inventory module.

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