Stop Meth Transaction Report
You can create a report that hides sensitive data that is not meth-related, but can still meet the stop-meth reporting requirements. This report will reveal notes, customer ID, payment type, amount, and signature. To run the report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > […]
Inventory Valuation Summary by Department Report
With the Inventory Valuation Summary by Department report, you can see the total value of inventory filtered by part number ranges, departments, suppliers, classes, subclasses, or locations. Note: Year to date (YTD) sales data is fully presented. YTD sales figures are calculated on historical data of parts based on the department of the item at […]
History Viewer Report
The Inventory module includes four tabs with various magnifying glass icons next to options. Each option magnifying glass that you click produces a history report for that option. In Paladin, on the top ribbon, select the Inventory module. Enter a part number in the Part # box. Press Enter. Click one of the following tabs: […]
Customer Profit Ranking Report
With the Customer Profit Ranking report, you can quickly identify the customers who produce the most revenue for your store. In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Customers > Ranking. In the Report List pane, select Customer Profit Ranking. In the Choose Report pane, click F12 […]
Comparative Revenue Report
This article provides instruction and information on the following: How to create a Comparative Revenue report Information about the Sales Tax Detail section of the Comparative Revenue report How to set Comparative Revenue report export How to set up department groups for the Comparative Revenue report Note: Refer to the following for detailed instruction on […]
Register Balance Report
To create a Register Balance report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > Daily Balancing. In the Report List pane, click one of the following reports: Report Balancing type Today’s Register Balance Same day Yesterday’s Register Balance Previous day Period Register Balance Time […]
Transaction Report
To create a Transaction 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, choose the Transaction Report version: Transaction Report: Creates a PDF report and offers many report settings that allow you to search by […]
Salesperson Exception Report
When an employee manually discounts an item by clicking F4 Discount Item in Paladin’s 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
Some states have State-level regulations in place that require detailed information be collected 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 and requires […]
Credit Card Expiration Report
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 […]
Report Detailing Contents of Store Transactions and POs
To access the report detailing contents of Store Transactions and POs: In Paladin, from the top ribbon, select the Invoice/Quote module. On the bottom ribbon, select F6 Recall Transaction. In the Recall Transaction window, enable one of the following transaction types: Suspended Sale Quote – Order Kit Special Order On Hold Delivery You can also […]
Invoice Margin Analysis Report
This article provides instruction on creating an Invoice Margin Analysis report. To create 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 List pane, select Invoice Margin Analysis Report. In the Choose Report pane, click […]
Received POs Reports
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. Toggle F5 Mode PO to F5 Mode Receive. On the bottom ribbon of the Receive PO tab, select F6 Find PO. In the Find PO […]
