Paladin Cloud: Attaching electronic files to a purchase order
Paladin provides the capability to create electronic files that can be attached to a purchase order (PO) and stored in the Paladin Cloud. This is done through scanning. This article provides instruction and information on the following: How to scan and attach documentation to a purchase order Find PO function to view and/or attach scanned […]
Create a stored purchase order from an invoice/quote
Purchase orders (POs) can be created from an invoice/quote and be stored for review. For every selected item in the invoice/quote, a PO will be created for each unique supplier. When a PO is created from an invoice/quote, the account name and account number are put in a note at the top of the PO. […]
Reprint an invoice
The following provides instruction and information on the following: How Paladin printer settings affect invoice reprints Reprint purchase orders without costs How to reprint from the Invoice/Quote module Invoice reprints from Invoice/Quote module How to reprint from the Customers module How to reprint a customer’s prior statement How to reprint a customer’s prior invoice How […]
True Value Hardware: Purchase order received confirmation
Note: This feature only applies to stores that use the True Value Hardware EDI system to send and receive purchase orders. While sending purchase orders using True Value EDI is very reliable, Internet glitches or other communication issues can occur. To give you peace of mind that your True Value purchase order was received, Paladin […]
Accounts Receivable: Manage supplier returns
This article provides instruction and information on the following: Overview Set up supplier return management using accounts receivable and replacement purchase orders Create an accounts receivable entry for a supplier return Process a replacement purchase order and automatically adjust the supplier A/R account Credit the supplier account for a monetary reimbursement Overview The supplier return […]
PO system number-of-days % setting
The PO system number-of-days % value is used by the Suggested Order Report to increase or decrease suggested order amounts. In the Paladin, you can set the PO system number-of-days % value to a percentage greater than 100%. Typically, this number should not be more than 200%. In Paladin, from the main menu, select File […]
Create a working purchase order from a Suggested Order Report
To create a working purchase order from the Suggested Order report: Follow the steps in Suggested Order Report: Item-by-item sales history, then continue with following procedure. In Paladin, on the top ribbon, select the PO module. On the bottom ribbon of the module, click Recall PO. In the Recall Transaction pane, select the name of the […]
Purchase Orders
This article provides instruction and information on the following: How to create a manual purchase order How to receive a manual purchase order How to create a negative purchase order How to receive a negative purchase order How to merge stored purchase orders How to resend a purchase order to the supplier How to create […]
Accounting for deleted inventory items
This article provides information on the way deleted inventory items can be accounted for in Paladin. Note: Inventory items are not “deleted.” They are inactivated and can be restored. For more information, refer to: Restore/activate an inventory item This article provides instruction and information on the following: Delete an inventory item with non-zero stock-on-hand Delete […]
View Purchase orders in Paladin Data Viewer
To view purchase orders (PO) in Paladin’s Data Viewer: In Paladin, from the top menu, select Maintain > Data Viewer. Select the Purchase Orders tab. In the Purchase Orders pane, select Open POs or Stored POs from the Type: list. Note: Open POs is the term used for purchase orders that have been issued to […]
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 […]
Duplicate invoice PO number
Duplicate invoices can display Authorized Signer and PO Number on sales paid using a credit card. To enable the feature to allow collection of PO/Memo data and authorized signer matching on credit card sales: In Paladin, from the main menu, select File > Setup. Select the Credit Card tab. In the Signatures pane, check Enable […]
Cancel back orders
Clients can mix purchase order receiving and cancellations of known back orders (B/O) within the same receiving event. Anyone utilizing purchase orders to non-EDI vendors will find this significant. To utilize this feature, check the Cancel B/O box at the far left edge of any PO line item (the column is labeled DEL). The automatically […]
Multi-Store: Enable PO copy to other stores
A common function to many multi-store operations is to create a purchase order for one store and copy or duplicate the PO into other store’s pending purchase orders. In Paladin, purchase order creation is unchanged; you just need to set the Enable Copy PO To Other Stores function. If the feature has been enabled and […]
Pricing Level History Viewer
Purchase Order receiving events record Pricing Level History data after updating the underlying inventory item. This process assures margins displayed in the History Viewer are the same margins as displayed on the inventory item’s screen. To open the Pricing Level History window: In Paladin, on the top ribbon, select the Inventory module. On the bottom […]
