Exchange alternate part number and primary part number

Inventory, Knowledge Base

To exchange the alternate part number and primary part number: In Paladin. on the top ribbon, select the Inventory module. Do one of the following: In the Part # box, enter a part number. On the bottom ribbon, click Adv. Lookup to search for the part number. Write down the primary part number. Press Enter. […]

Add items to inventory

Inventory, Knowledge Base

To add items to inventory: In Paladin, on the top ribbon, select the Inventory module. On the bottom ribbon of the module, click F2 Add Item. In the Add New Item window, enter information in the following boxes: Part # Description Cost Sell Price SOH Department Click F12 Add. Note: The red asterisk next to a […]

View inventory on Paladin’s mobile access website

Knowledge Base, Mobile Services

To view inventory on Paladin’s mobile access website Go to mobile.paladinpos.com Enter your email address and password. If you operate a multi-store, in the Select Store list, select your store. In the Inventory Lookup box, enter a part number, then click the magnifying glass. The following categories appear: Quantity Sales Financial Costs & Prices Forecast To […]

Keep your inventory classy

Webinars

Just below the surface, there are many reports just waiting to be run in Paladin. One of our favorites is the All-Items Report. In this week’s webinar, our presenter will show you how and, more importantly, why you will want to use this report along with many others.

All-item catalogs and obscure inventory items

Inventory, Knowledge Base

Many suppliers provide an all-item catalog that can be imported into Paladin through an EDI process. While the complete catalog is stored, only items in your active inventory appear in reports or searches (unless you search for the item specifically). Catalog items that are not in active inventory are called obscure inventory items. An obscure […]

New inventory items in a specified class

Inventory, Knowledge Base, Setup

To put new inventory items in a specified class: In Paladin, from the main menu, select File > Setup. Select the Company tab. In the EDI pane, check Put New Inventory Items in Specified Class, then enter an existing class in the box. When a store with EDI receives new items, the class that you […]

Define an item as non-inventory

Inventory, Knowledge Base

Non-inventory items are not tangible products; so, there is no corresponding stock on hand (SOH). A non-inventory item is often used to create a dump SKU or to represent a group of items sold together in a kit. When a non-inventory item is sold or returned, the SOH will be set to zero and recorded […]

Set Restricted item class

About, Invoice/Quote, Knowledge Base

This article provides instruction and information on the following: Overview How to set up a restricted item class How to classify an inventory item as a restricted item Overview At checkout, you can require customer information for any item that you have classified as a restricted item, such as spray paint, fire arms, alcoholic beverages, […]

Adjust Inventory stock on hand

Inventory, Knowledge Base, Process

To adjust the stock on hand (SOH) for an inventory item: In Paladin, on the top ribbon, select the Inventory module. Enter the part number in the Part # box. Press Enter. Optional: Select F1 Adv. Lookup to find the inventory item. On the bottom ribbon of the module, select F4 Count. In the Count/Adjust […]

PaladinNsight™: View and edit inventory items

Inventory, Knowledge Base

PaladinNsight™ can make your business analysis even more efficient. For example, during inventory clean-up with the Lost Opportunity Tool, you can investigate items that have been out of stock for a long time and verify them for deletion without ever leaving the tool. When you view a list of inventory items in a PaladinNsight™ tool, […]

Merge inventory

Inventory, Knowledge Base, Process

Duplicate inventory items can exist in Paladin for many reasons. Here are some possible scenarios: A product that was purchased from a supplemental vendor has a part number that is different from the part number in Paladin. Because the part number is new, a duplicate inventory item is created. This can happen automatically during EDI […]

PaladinNsight™

Commerce, Inventory, Process

The PaladinNsight™ dashboard includes the following tools: Lost Opportunity Tool Investment Review Tool Loss Experience Tool Non-performing Assets Tool These tools give you a real-time analysis of your business to help you succeed and thrive. To learn more, click the title of a Knowledge Base article (KBA). KBA Title PaladinNsight™: Boost  your business PaladinNsight™: Clean up your […]

Net pricing on inventory items

Inventory, Knowledge Base, Process, Setup

You can prevent an inventory item from being automatically discounted by setting the Net pricing rule on the Pricing tab in Paladin’s Inventory module. Figure 1: Paladin Inventory module/Pricing tab/Net checkbox  To apply the Net pricing rule to an inventory item: In Paladin, on the top ribbon, select the Inventory module. Enter a part number […]

Description 3 item option

Inventory, Knowledge Base

In Paladin’s Inventory module, you can enter a third inventory item description in the Description 3 text box. This text is an extension of the existing Desc 1 and Desc 2 item descriptions. This text box is located on the General tab at the bottom of the Item Information pane and accepts up to 255 […]