Export inventory data
Important: Before you start this process, create a backup of your data. Perform these procedures after store hours. Microsoft Excel must be 2007 or later. Note: Inventory data must be exported from Paladin and then imported into Microsoft Excel that is installed on the computer. The instructions for Microsoft Excel vary depending on the version […]
Export a department list into an Excel spreadsheet
You can export a list of departmental information into an Excel spreadsheet with the following column headers: ID Name Store # Store Name Dept Non-Taxable State Non-Taxable County Non-Taxable City Non-Taxable PO System Number-of-Days % Suggested Min Factor % Minimum Margin % Note: You must have Microsoft Excel 2007 or later installed on your computer. […]
Export Class, Location, and Supplier lists to Excel
In Paladin, you can export to Excel names and IDs of classes, locations, and suppliers. In Paladin, from the main menu, select File > Setup. Click the tab with the data list you want to export: To export a list of classes, click the Class tab. To export a list of locations, click the Loc […]
Margin Master
Important: In a multi-store, Margin Master must not be used to import/export inventory price updates to the Corporate (0) location. Note: Margin Master and Data Imports will update all pricing levels if they had a negative margin set up and the first pricing level changes. This article contains instruction and information on the following: Margin […]
Export employee list into Excel
You can export employee information into a Microsoft Excel spreadsheet with the following columns: First name Last name ID Active status Figure 1: Excel spreadsheet columns To export the employee list into an Excel file: In Paladin, from the main menu, select File > Setup. Select the Employees tab. Below the list of employees, click […]
Paladin export to QuickBooks
Note: For best practices with QuickBooks integration with Paladin, refer to the QuickBooks Accounting Guidelines KBA. Use these instructions to map your QuickBooks general ledger accounts to Paladin accounting categories so you can transfer Paladin accounting data to your QuickBooks general ledger accounts. This can occur automatically each night using the process documented in QuickBooks […]
Import/export inventory and access obscure inventory
This 30-minute webinar will cover how to import and export inventory items. We will also discuss how a store can access their obscure inventory file and make an inactive item into an active one.
Paladin Data Viewer: Export PO item info
You can export inventory data and purchase order information into Microsoft Excel for items in an open (confirmed) or saved (stored) purchase order. Note: You must have Microsoft Excel 2007 or later installed on your computer to complete these steps. To perform this: In Paladin, from the top menu, select Maintain > Data Viewer. In […]
