Master Report: Inventory Check

Inventory, Knowledge Base, Process, Reports

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 […]

Remote Stock Check

Commerce, Inventory, Knowledge Base, Process, Setup

The Remote Stock Check (RSC) feature provides: Real-time remote stock on hand (SOH) information Sorting purchase orders (POs) by availability Adjusting order quantities before buying Efficient ordering This article provides instruction and information on the following: Setting up RSC in Paladin Dual warehouse Remote Stock Check Get real-time RSC stock on hand for any inventory […]

Set up Insufficient SOH message

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

The Insufficient SOH message notifies you when an invoice quantity entered exceeds current stock on hand (SOH). This message will not open for non-inventory items, and you can limit it to a range of locations. To set up the insufficient SOH message: In Paladin, from the main menu, select File > Setup. Select the Invoice […]

Set up remote warehouse stock on hand

EDI, Inventory, Knowledge Base, Purchase Orders, Setup

Important: This feature is typically set up automatically when the client clicks Recall PO for the first time after the feature is installed. Use these steps only when the warehouse must be manually changed or set up because the automatic feature is not working or must point to a different warehouse. This feature is available […]

Stock on Hand and Shrinkage History record

Inventory, Knowledge Base, Process, Setup

To analyze and reconcile and item’s stock on hand (SOH) changes, you need to know the initial SOH value when the item was added to your inventory. In Paladin, the SOH history and Shrinkage history record an item’s SOH changes over time due to inventory counting and receiving. In Paladin’s Inventory module, when a new […]

SOH History viewer

Inventory, Knowledge Base

The SOH History viewer shows a history of inventory item stock on hand (SOH) changes from purchase orders, special orders, EDI processes, voided transactions, and manual receiving. You can track issues that result from voided transactions, including unexpected SOH values and accounting discrepancies. Note: If you want to void a transaction, it is best to […]

Adjust Inventory stock on hand

Inventory, Knowledge Base, Process

To adjust the stock on hand (SOH) for an inventory item: In Paladin, on the top ribbon, select the Inventory module. Enter the part number in the Part # box. Press Enter. Optional: Select F1 Adv. Lookup to find the inventory item. On the bottom ribbon of the module, select F4 Count. In the Count/Adjust […]

Negative Stock on Hand List Report

Inventory, Knowledge Base, Reports

The Negative Stock on Hand List report runs when you specify a range of Supplier values in the Report Settings pane. The Negative Stock on Hand List report gives you a list of items in your active inventory with stock on hand (SOH) values that are less than zero (0). A Negative SOH value typically […]