Reprint an invoice

About, Customers, Inventory, Invoice/Quote, Knowledge Base

The following provides information on the several ways to reprint an invoice: How Paladin printer settings affect invoice reprints Reprint purchase orders without costs and more new options 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 […]

Accounts Receivable: Manage supplier returns

About, Customers, Inventory, Invoice/Quote, Knowledge Base, Process, Purchase Orders, Setup

This article covers 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 management feature tracks items […]

EDI: Orgill: How to send and receive files

EDI, Knowledge Base, Process, Setup

This article includes instruction and information on the following:  How to send an Orgill purchase order How to send an Orgill purchase order with Orgill Store Front How to download and process files from Orgill How to process dummy order files How to send an Orgill purchase order In Paladin, on the top ribbon, select […]

PO system number-of-days % setting

Knowledge Base, Process, Purchase Orders, Setup

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 that 200%. In Paladin, from the main menu, select File […]

Purchase Order Importer

Knowledge Base, Process, Purchase Orders, Reports, Setup

The Purchase Order Importer feature lets you import a list of items and automatically create pending purchase orders (one for each supplier) for items that also appear in your active inventory in Paladin. You can then confirm, buy, and receive these purchase orders. The Purchase Order Importer feature is useful for the following tasks: You […]

How to receive a negative purchase order

Knowledge Base, Purchase Orders

In Paladin, on the top ribbon, select the PO module. On the bottom ribbon of the module, click Mode PO to change to Mode Receive. In the Receive PO tab, on the bottom ribbon, click Find PO. In the Find PO window, in the PO Details pane, select search criteria. In the Matching Purchase Orders pane, highlight […]

How to create a manual purchase order

Knowledge Base, Process, Purchase Orders, Setup

In Paladin, on the top ribbon, select the PO module. In the Supplier list, select a Supplier. In the Part Number section, enter a part number. Note: To search for a part, click Advanced Lookup. Adjust the Quantity as needed, press Enter. To add more items, repeat step 5. On the bottom ribbon, click Confirm PO. […]

About purchase orders

About, Knowledge Base

To learn more, click the title of a Knowledge Base article (KBA). KBA Title Area How to add a supplier part number that is different from the PO part number Inventory How to adjust future reorder quantities for a sale or promotion Inventory How to cancel a back order without adjusting stock on hand counts twice […]

Accounting for deleted inventory items

Inventory, Knowledge Base, Process, Purchase Orders

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 on this, see the KBA: How to restore/activate an inventory item Deleting an inventory item with non-zero stock-on-hand When you delete an inventory item […]

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 […]

Duplicate invoice PO number

Invoice/Quote, Knowledge Base, Purchase Orders, Setup

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 […]

How to cancel back orders (B/O)

EDI, Knowledge Base, Process, Purchase Orders

 Anyone utilizing purchase orders to non-EDI vendors will find this a significant. Clients can mix purchase order receiving and cancellations of known back orders within the same receiving event.  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 […]