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Data Viewer: PO inventory

In the Paladin, you can view and export inventory information about purchase order items into an Excel spreadsheet. To set this: In Paladin, from the main menu, select Maintain, then click Data Viewer. In the Paladin POS Data Viewer window, select the Purchase Orders tab. In the Type list, select the type of purchase […]

Edit invoice PO numbers, projects, dates

Invoice/Quote, Knowledge Base, Process

You can edit invoice purchase order numbers, project names, and invoice dates in the Data Viewer. Note: Manager or higher credentials are required to make these changes. To edit invoice purchase order numbers, project names, and invoice dates: In Paladin, from the main menu, select Maintain > Data Viewer. In the Data Viewer window, select […]

View POs in Data Viewer

Inventory, Knowledge Base, Purchase Orders

To view purchase orders (PO) in Data Viewer: In Paladin, from the main menu, select Maintain > Data Viewer. Select the Purchase Orders tab. In the Purchase Orders pane, select Open PO’s or Stored PO’s from the Type: list. Note: Open POs is the term used for purchase orders that have been issued to a […]

How to export PO item info from Data Viewer

Knowledge Base, Process, Purchase Orders, Reports, Setup

You can export inventory data and purchase order information for items in an open (confirmed) or saved (stored) purchase order into Microsoft Excel. Note: You must have Microsoft Excel 2007 or later installed on your computer to complete these steps. To perform this: In Paladin, from the main menu, select Maintain > Data Viewer. In […]