Bin Tag Information File Report

Knowledge Base, Process, Reports, Setup

To create the Bin Tag Information File report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, click Inventory > Labels. In the Report List pane, click Bin Tag Information File. In the Choose Report pane, click F12 Next. In the Settings pane, specify the inventory that you want […]

Shrinkage Report

Knowledge Base, Reports, Setup

The Shrinkage Report shows a list of all manual stock-on-hand (SOH) updates that are not related to sales. You can use this report to find deleted and discontinued items. To create the Shrinkage Report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > Performance Analysis. In […]

Salesperson Exception Report

Knowledge Base, Reports, Setup

The Salesperson Exception Report provides a list, sorted by employee, of all price overrides, manual discounts, and negative quantities sold during a specified time period. To create the Salesperson Exception Report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need To Know. […]

Create year-end reports

Knowledge Base, Reports, Setup

The Accounting Summary Report and the Inventory Valuation Summary Report are required for tax purposes. The results occur in real time, which means that they are only valid on the precise time and day that they were produced. If you miss the calendar year-end or fiscal year-end deadline for creating the reports, contact Paladin Customer […]

Sales Tax Details Report

Knowledge Base, Reports, Setup, Taxes

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. Figure 1 shows an example of the line items […]

Slow Movers Report

Knowledge Base, Reports

The Slow Movers Report provides a list of inventory items that are out-of-stock or that have sold in low numbers within a recent time period. To create the Slow Movers Report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > Performance Analysis. In the Report List […]

Invoice Cancelled Report

Knowledge Base, Maintain, Process, Reports, Setup

Paladin keeps a history of invoices that are cancelled during checkout before a receipt is printed. This cancelled invoice information is available as a report that opens in Microsoft Excel. Figure 1 shows a sample report.  Figure 1: Invoice Cancelled report information  Note: To create this report, Microsoft Excel 2007 or later must be installed […]

Invoice Margin Analysis Report

Knowledge Base, Reports, Setup

The Invoice Margin Analysis Report calculates the invoice profit and margin for items in a specified department, primary supplier, location, or class. Report results are displayed by invoice in an Excel spreadsheet. In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need To […]

All Items Report

Knowledge Base, Reports, Setup

Note: This report can only be created in PDF format. It will look similar to the format of the Suggested Order Report. In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > Purchase Order. In the Report List pane, select Suggested Order Report. In the Choose Report pane, click F12 Next. In the Suggested […]

Received Items Report

Knowledge Base, Purchase Orders, Reports, Setup

The Received Items Report includes information about received items in a purchase order list. To create the Received Items Report: In Paladin, on the top ribbon, select the PO module. On the bottom ribbon of the module, toggle F5 Mode PO to F5  Mode Receive. Click F6 Find PO. In the Find PO window, in […]

Items Sold Report

Inventory, Knowledge Base, Reports

This article provides instruction and information on the following: 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 have been sold during a […]

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 top menu, select Maintain > Data Viewer. Select the Purchase Orders tab. In the Type list, select the type of purchase order you want to view or export […]

Transactions Report: View customer invoices by project

Knowledge Base, Reports

To view customer invoices by project in the Transactions 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, click Transaction Report. In the Choose Report pane, click F12 Next. In Report Settings, in both the Beginning and Ending columns, select the customer account. In the Additional Settings pane, in the Keyword Search list, select one of the […]