Transactions: Voids

About, Commerce, Invoice/Quote, Knowledge Base, Process, Reports

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 […]

How to run the Price/Margin Changes report

Inventory, Knowledge Base, Reports

This report shows the current price and margin of inventory items. 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 a beginning and end date. You can also filter report […]

How to run the Hourly Analysis report

Invoice/Quote, Knowledge Base, Reports

This 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 […]

Paladin report enhancements

Features and Updates, New Features

We’ve updated some of our popular reports with new features. Excel version of the Credit Card Deposit Report We’ve added an Excel version of the Credit Card Deposit Report with a complete list of transactions as well as separate tabs for each employee or terminal, depending on your report settings. Excel Transaction Report gets a […]

Reports: Sales Tax Details

Knowledge Base, Reports, Setup

The Sales Tax Details report provides state, county, and city tax details by invoice line item and includes a tax summary with taxable and non-taxable sales totals. The report opens as an Excel worksheet and can be created for a period of up to 31 days. The following shows an example of the line items […]

Items Sold Report

About, Inventory, Knowledge Base, Reports

This article provides the following information on the Items Sold report: Overview How to create an Items Sold report How to create POs from Items Sold report How to find purchase orders that were created by the Items Sold report Overview The Items Sold report provides detailed information about inventory items that you have sold […]

Data Viewer: PO inventory

Inventory, Knowledge Base, Setup

  In the Paladin, you can view and export inventory information about purchase order items into an Excel spreadsheet. To set this: In Paladin, from the main menu, select Maintain, then click Data Viewer. In the Paladin POS Data Viewer window, select the Purchase Orders tab. In the Type list, select the type of purchase […]

How to create the credit card deposit report

Knowledge Base, Process, Reports

In Paladin, on the top ribbon, select the Reports module. Select the Reports tab. In the Report Area pane, click Sales Analysis, and then click Daily Balancing. In the Report List pane, do one of the following: To only create the Credit Card Deposit report, click Credit Card Deposit. To create the Credit Card Deposit report as part of a register balance report, click one of […]

How to set Salesperson Exception reports

Inventory, Invoice/Quote, Knowledge Base, Process, Reports

When an employee manually discounts an item by clicking F4 Discount Item in the Invoice/Quote module, the discounted price is included in the Salesperson Exception Report. The Salesperson Exception Report provides a list of all price overrides, manual discounts, and negative quantities sold during a specified time period and sorted by employee. To run the […]

Pharmacy: Controlled substance management

Knowledge Base, Pharmacy, Policy, Process, Setup

State level regulations have been placed into action for some areas to collect detailed information on individuals picking up Class II through Class IV controlled substances. Should your business reside in one of these states, Paladin has a solution. All pharmaceutical dispensing systems that have bi-directional integration with Paladin may use the feature. Paladin requests […]

Credit Card Expiration report

Knowledge Base, Process, Reports

Paladin’s Credit Card Expiration report allows accounting departments to quickly and easily create an Excel worksheet of all stored credit cards (tokens) that expire on or before the last day of the current calendar month. To run the report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select […]

How to create an Invoice Margin Analysis report

Invoice/Quote, Knowledge Base, Reports

This article provides instruction on creating Invoice Margin Analysis reports. To create a 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 List pane, select Invoice Margin Analysis Report. In the Choose Report pane, click F12 […]

How to create Received POs Reports

Knowledge Base, Reports, Setup

This article provides instruction on generating reports of received purchase orders (and totals) based on selection criteria. To perform this: In Paladin, on the top ribbon, select the PO module. On the bottom ribbon of the Receive PO tab, select F6 Find PO. In the Find PO window, under the PO Details pane, select from […]