Viewing Images

Invoice/Quote, Knowledge Base, Purchase Orders, Setup

Product images are stored in Paladin Cloud Storage. After initial setup, images can be viewed through the Invoice/Quote and PO modules by right clicking on an item and selecting View Images. Images can also be viewed in the Advanced Lookup window by clicking on the magnifying glass next to the item.  When an image is […]

Delete (inactivate) an inventory item

Inventory, Knowledge Base, Process

In Paladin, you can delete an inventory item. When an inventory item is “deleted”, it is not permanently deleted; it is just put in an inactive state. The inventory item can be restored/activated. Note: To restore/activate an inventory item, see Restore/activate an inventory item To delete/inactivate an inventory item: Note: When deleting an inventory item […]

Export employee list into Excel

Knowledge Base, Process, Reports, Setup

You can export employee information into a Microsoft Excel spreadsheet with the following columns: First name Last name ID Active status Figure 1: Excel spreadsheet columns To export the employee list into an Excel file: In Paladin, from the main menu, select File > Setup. Select the Employees tab. Below the list of employees, click […]