Inventory Count List Report
To create an Inventory Count List report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > General. In the Report List pane, select Inventory Count List. In the Choose Report pane, click F12 Next. In the Inventory Count List window, set your report parameters in the […]
Master Report: Inventory Check
Using Paladin’s Master Report, you can filter for items that have not been ordered for quite some time and check stock on hand (SOH). To run the Master Report for this situation: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > General. In the Report List […]
Customer File Export report
You can export Paladin customer account information for both active and inactive accounts. The following customer type details are provided in the Customer File Export report’s spreadsheet columns: Customer Type ID: The integer ID assigned to the customer type in Paladin. Example: 16 Customer Type: The customer type name. Example: Farm/Agriculture Customer Type Code: The […]
Buy Down Quote Report
The Buy Down Quote report is in an Excel format generated in Paladin’s Invoice/Quote module. Before being able to generate this report, you must first: Create a quote, refer to the How to create a quote section in the Quotes KBA. Turn the quote into an order: Order Manager: Turn quotes into orders Once you […]
EDI Masked Item Report
This report (in PDF format) shows the EDI LOCKS enabled within your system. Part numbers and Descriptions are included on this report. In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > General. In the Report List pane, select EDI MASKED ITEM REPORT. In the Choose Report […]
Period Comparative Revenue Report
With the Period Comparative Revenue report, you can quickly identify revenue sources for the date range that you select. In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > Revenue. In the Report List pane, click Period Comparative Revenue. Note: You can also click the following […]
Transactions: Voids
This article provides instruction and information on the following: How to void a transaction Credit card processor cannot void a payment Failed VOID caused by a canceled payment card transaction How to create a Voided Transaction report How to create a Voided Credit Card Transaction report Voiding a transaction creates an SOH history entry How […]
Price/Margin Changes Report
The Price/Margin Changes report shows the price and margin of inventory items on a given day/date. To create the report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > History. In the Report List pane, select Price/Margin Changes. In the Choose Report pane, click F12 Next. In the Report Settings pane, select the […]
Hourly Analysis Report
The Hourly Analysis report shows invoice count, line count, and sales total per hour. To run the report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need to Know. In the Report Area pane, select Hourly Analysis Report. In the Choose Report pane, click F12 Next. In the Report […]
Serial Number List Report
To create a Serial Number List Report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > General. In the Report List pane, select Serial Number List. In the Choose Report pane, click F12 Next. In the Report Settings pane, set a value range for any category. […]
Create a Revenue Report from a promotion
Note: The Revenue Report provides data from a promotion (sale list) that has prices set along with any other items sold on the invoice that were not part of the promotion. To create the Revenue Report from a promotion: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select […]
Transaction Report: Excel option skips account payments
When you use the Transaction Report to analyze sales revenue, account payments can skew your calculations. To help, Paladin provides an Excel version of the Transaction Report with the Skip account payments option, that when checked, excludes customer payments from the report results. To run the Excel version of the Transaction Report to skip […]
Master Report
The Master Report lets you view and analyze a year’s worth of sales history by item in weekly or four-week time periods. Weekly reports provide 52 weeks of data, and four-week interval reports provide data for 13 four-week intervals. To create a Master Report: In Paladin, on the top ribbon, select the Reports module. In […]
Transaction Report – Excel
Up to 31 days of transaction data can be viewed in an Excel spreadsheet with the Transaction Report – Excel report option. If you want to analyze, sort, or filter transaction data, this report is designed for you. This article provides instruction and information on the following: Set up Report values (columns) Schedule a Transaction […]
Receiving Report
The Receiving report provides information about non-sale events that affect your inventory stock on hand (SOH), such as EDI and manual receiving. When you run the report, you can choose which non-sale events to include (see table below). By default, the Receiving report only shows information about items on received purchase orders. To create a […]
