The Palladium Promise

Your accounting software or ERP should do more than just record data, it should grow your business. Palladium Accounting has been developed with our customers' success in mind. This is why we created the Palladium Promise, our guarantee to you, that by using our solution you can: Increase Turnover, Improve Margins, and Enhance Operational Efficiency. 

 

  • Increase Turnover
  • Improve Margins
  • Enhance Operational Efficiency

Palladium Increase Turnover

Your software needs to be able to direct your salespersons’ behaviour to increase company turnover and ensure that processes are not overlooked.

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upselling NEW

Smart Upselling 

Upsell Related Items with the option to auto-prompt at time of sale.  This way you can ensure that your Sales team are prompted to recommend complementary items to your clients.

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crates pallets

Container Allocation

Manage Crates and Pallet Inventories using our Container Items function. Simply set the number of items will fit into a Container and
the system will make sure that the correct number of Containers are recommended at time of selling the contained item.

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delivery maintenance

Streamlined Deliveries 

Charge for Deliveries to Customers by Weight, Volumetric, Distance to the Customer, number of Items, number of Pallets or a combination thereof. We can also integrate directly into selected Courier companies to eliminate the recapture of Waybills. 

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sales quote

Control Lost Sales 

Manage and analyse Lost Sales Quotes with defined Reason Codes per order, allowing you to analyse the real "Opportunity Cost" of running your business, allowing you to take corrective action more proactively.

 

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attach docs fly

Integrated Document Management 

Send Brochures on the Fly with Emailed Sales Documents, ensuring that your client has all the relevant Information on the products and
will be able to make a more informed decision.

big-business-functionality

Professional Looking Sales Documents 

Include Item Images, Extended Descriptions and Hyperlinks in all your Sales Documents for a more Professional look.

standard reports

Identify Decreased Sales Fast 

Use our Standard Reports to identify customers with Reduced Sales from one period to another, allowing you to take proactive action.

stock take

Optimize Stock & Turn it into Sales 

Run Inventory Aging Reports at any day in history, and turn slow-moving stocks to Revenue rather than write them off at time of stock take.

Inventory Optimization 

Accurate Inventory at Any Time

Optimizing your on-hand quantities, using our Inventory Forecasting and Purchase Order Optimisation functionality, setting Vendor Lead-times and safety factors. Then load the Bulk Reorder form, selecting your preferred Vendors and Prices, and creating bulk Purchase Orders or simultaneously.
 
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iMPROVE MARGINS 

The more efficiently a company can procure its products, the more competitive it will be to sell the items and stay in business.

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selling realtime

Proactive Margin Control 

Change selling prices proactively by importing your Vendor Pricelists, applying a margin and updating the selling prices accordingly.

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selling prices onthefly

Flexible Pricing 

Change Selling Prices on-the-fly at time of receiving inventory,
ensuring that profit margins are maintained.
You can also set
this to only change selling prices where prices have increased,
optimising margins where prices have come down.

create Bulk Quote

Faster RFQs 

Create a Bulk Request for Quote for selected items and distribute this to multiple Vendors to tender on. Then Capture the best prices and convert this to one or more Purchase Quotes or Orders, grouped by Vendor. 

 

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PurchaseApprovals

Easy Purchase Management 

Use the Purchase Order Approval function to manage all, or Selected Business Purchases.

purchase tolerance

Purchase Price Tolerance 

Use the Purchase Price Tolerance function to control Purchase Documents that are outside of the set tolerance of the previous Purchase Price with a management authorisation for approval overrides.

manage sales margins

Simplify Pricing

Manage Sales Margins using a Minimum Margin setting by Item Category, and use in-form User Approvals for Price and Discount changes.

user rights 

Keep Track of Pricing

Allow for certain users to view the Margins on the Sales Documents real-time against the actual or the last received cost.

create freehand quote

Manage Quotes & Agreements 

Create freehand Quotes, recording both Sales and Purchase details for Projects or large Tenders and process all Purchase documents simultaneously, maintaining all agreed purchase prices.

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trade discount 

Control Discounts 

Set Maximum Trade Discount Approval Levels By User.

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Palladium Enhance Operational Efficiency

The focus on these features is for users to work smarter not harder, and make common-sense features more common.

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host data

Spend Less on Infrastructure

Save thousands and host your data in the Cloud, removing the need to manage in-house Servers or any IT infrastructure.

no cables

Connect From Anywhere

Work from anywhere inside or outside the office using our advanced Dynamic Database Connectivity and embedded VPN. No more cables
to tie you down.

no downtime

Zero Downtime 

A Stable Solution means zero downtime or lost revenue through Data Corruptions and the additional costs associated with switching to manual solutions.

increase cashflow

Enhanced Cashflow 

Increase Cashflow and efficiency by sending copies of outstanding Customer Invoices with emailed Statements.

 

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few clicks

Faster Sales Processes 

Use Temporary Credit Limits or convert Overdue account Sales Documents to Sales Quotes on the fly then convert to Sales Orders in a few clicks once the Customer account is in good standing.

attach docs fly

Centralised Customer Information  

View all Customer information directly within your Sales processing Documents, including other Open Documents and Available Credit Limits etc.

process item quantities

Eliminate Item Quantities Errors

Process item quantities using Dimensions to eliminate incorrect m2 or m3 calculations. Include packaging, or box, factors to recommend the number of boxes for the required meterage.

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microsoft BI

Powerful Business Insights

Obtain world leading Reporting to mobile devices through Microsoft Power BI from anywhere, anytime.

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business intelligence

Integrated Reporting 

Create your own Pivot tables and Cubes using Excel and our own Integrated Business Intelligence.

copy documents

Easy Document Creation

An advanced document copy function allows you to Copy Sales and Purchase Documents from all other Documents for instant processing. Create a Purchase Order from a Sales Order linking full Customer details at time of Inventory Receiving.

mapping bankstate

Quick Bank Statement Mapping

Import Bank Statements automatically and map the various
transactions to the related Customer, Vendor or General Ledger
accounts on the fly, greatly reducing your processing time.

track changes

Document Adjustment Traceability

Track all changes to Processing Documents such as Sales Orders, with colour coding for new lines, deleted lines and line quantity and value changes. 

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