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SUP122 – Bulk Label Printing

The Bulk Label Printing function is an enhancement to the traditional label print function in the Enterprise Edition, allowing you to mass-print product labels at time of receiving or manufacture.  


The purpose of bulk label printing is to print labels at time of receiving for multiple items and quantities. You can also define different label layouts, such as shelf talkers, and also filter on items where prices have changed, and print labels for the received or on-hand quantities.

How to Use Bulk Label Printing


  1. The bulk label print function is found in the inventory module under the Processing section.

  2. The function is also available on the following processing screens as seen below:

GRV’s, Supplier Invoices, Inventory Assemblies, Process Manufacturing, Inventory Adjustments.


  1. You can also choose whether you want to print the price in the label, and you can also select the pricelist you would like to use, and you can also filter your items by location, category or sub-category.

  1. You can either print labels for the quantities received (default), all your quantities on hand (Apply On Hand Quantities) or you can manually enter the quantities you would like to print.

  2. When selecting “Price Change” the system will only display the items, which have, had a change in their selling prices based on the date selected in the “Price Updated Since” filter.
  3. The Layout option allows you to print labels for different items using different label layouts and sizes. You can setup your different Layout designs in the Control Panel > Forms Setup > Label Docs.

Processing Documents

When printing Bulk Labels on from processing documents, only the Items used on that document will appear on the bulk label-printing screen.



SUP102 – Item Images

Use for the Feature

The ability to use Item images within Palladium not only enables the sales consultant to offer a more professional service to their customer, but also gives the business a more professional approach to its printed sales and purchase documents.


Adding Images
You can add one or more image to your Inventory Items through the Inventory Maintenance function below.

Using Images on Printed Documents
To insert the images on the printed Documents go to the Control Panel >> Company Options >> Inventory and Services, and select the documents on which you would like for the Images to be printed.


Processing Documents
To view the images on the Processing Documents, simply select the item and then the View Images button below, with the ability to scroll through all item images.

Printed Documents
All you do now is to print or email the selected document and the image will appear in the required space accordingly as seen below.


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SUP099 – Assembly and Kitting

The Assembly function is a simple manufacturing process that will take components, and convert this to a Finished Item in one simple process. The main difference between this and the Process Manufacturing function is that the Assembly function does not facilitate the job in a Work In Progress state.


Setting Up Assembly BOM’s
You set up the Assembly Bills of Material in the Inventory Maintenance function in the BOM Tab. The first thing that we need to do is to add the components for the required number to manufacture – or the Economic Manufacture Quantity. In the example below, you will see that we will use 20 Screws to Manufacture 4 Chairs. This feature becomes very handy when manufacturing small high Volume Items, ie pills where we would never manufacture 1x. Note that this is just a recipe and you can change the quantity to manufacture when creating the Assembly and the system will adjust the component quantities accordingly.

Processing an Assembly

Production Schedule (available in Palladium Enterprise & Premium Versions Only)
The production Schedule allows you to have a graphical view of your planned Jobs. There is also a filter on the top right of the Calendar allowing you to filter on open or closed Jobs and Works Orders. The production Schedule function is not necessary to Process an Assembly.

Works Order (available in Palladium Enterprise & Premium Versions Only)
The Works Order function allows you to group multiple Jobs for the day or selected period and allows you to perform a mass Materials Issue by printing the Works Order Report Summary. In addition, you can create a Works Order by copying Items to Assemble from Sales Orders or from the Production Schedule. In the screen below you will see the Production Schedule Reference number above with the components listed below.

Creating an Assembly or Disassembly
The Palladium Assembly function allows you to create an Assembly, a Disassembly (which effectively inverts the Bill of Material, allowing you to convert from one Item to many items. An example of Dis-assemblies could be to convert a carcass into the respective meat cuts, or for decanting Chemicals from one size packaging to many others. You can create an assembly or Disassembly on one of 2 ways.

Loading a BOM
You can create a job by loading from a BOM (Assembly) and have the ability to Assemble or Disassemble entering the required manufacture quantity.

Load Production Job
When you load a production Job, you can load either from the Works Order from the Production Scheduled Job Itself. In the example below you will see that we have loaded from the Works Order as per our example with Both the To Manufacture Jobs appearing below.

Assembly Reports

Production Schedule Report
This new report will give you a list of the current open Jobs in the production Schedule, detailing their relevant information such as due dates etc.

Where Used Report
This allows you to enter a component and the report will list all the different Assemblies that contain these items.

MRP Report
The MRP report will list all your Assembly Items, allowing you to enter the required Quantity to Manufacture, exploding down to the various components with recommended order quantities.

Download Support Article PDF

SUP073 – Inventory Extended Descriptions

Palladium now has the ability to create extended descriptions of up to 4000 characters, (such as warranty information or disclaimers) with the ability to amend these on the fly at time of processing. In addition the feature could be used for shipping or packing instructions by electing to print this exclusively on the Sales Order documents for example.

Create the Extended Description
To edit the extended description you need to add this on the inventory Masterfile, on the Ext Description tab. Once completed you will define the respective documents where this description should appear.

Editing the Extended Descriptions
You have the ability to edit the extended descriptions by clicking on the description field in the respective sales document as seen below.

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SUP203 – Serial Number and Lot, or Batch, Tracking

As a rule of thumb, the difference between a Serial Number or a Batch / Lot numbers are as follows:

Serial Numbers are generally used in big-ticket items or an item where we are required to track information such as Warranties etc. A serial number is assigned on a one-to-one relationship, ie where items all have a different serial number.

Batch / Lot Numbers are used when there is a one to many relationship, ie many items received are from the same Batch. This is generally user where one has to track items that are perishable or may require recall. Tracking the expiry of Lots is also a key attribute of this feature.

Setting up Serial Number and Lot Items

Creating Serial Number and Lot Number Types
The first thing you need to do is to create different Types, or groupings for Serial or Lot Numbers.

To do this you need to go to the Inventory >> Maintenance >> Serial / Lot Types function.

Once you are there you need to define whether this is a Serial or Lot Type, then setup the required attributes that you would like to be associated with this grouping.

Creating Serial Number Types
In the screen below you will have the ability to set the following:

  • Whether you print the Serial Numbers on your Documents.
  • Whether you assign the Serial Number at time of Receiving or at Time of Selling only. The significance of this feature is that should you set to assign at time of Receiving, you will have to account for that specific serial number throughout processes such as Inventory Transfers and Stock Counts.
  • The minimum and maximum Serial Number length.
  • Whether the Serial Number Formats can be Any Characters / Alpha Only / Alpha-Numeric / Numeric Only.
  • You are unable to Track Expiry Dates with Serial Numbers.

Creating Lot / Batch Number Types
In the screen below you will have the ability to set the following:

  • Whether you print the Batch Numbers on your Documents.
  • The minimum and maximum Batch Number Length.
  • Whether the Batch Number Formats can be Any Characters / Alpha Only / Alpha-Numeric / Numeric Only.
  • You can set whether you would like to Track the Item Expiry date at the various Steps throughout processing, and define whether you would like to Allow / Warn or Block expired Batches of this specific Type at the respective processing process.
  • You can also activate barcoding that will allow you to embed the lot Number and price or quantity into the barcode itself for ease of processing at point of Sale.

Assigning Serial / Batch Types to Items
Once you have created your different Serial and Batch Types, all you have to do is to assign it to the Relevant Inventory Item. Note that you cannot assign Serial or Lot Numbers to Service or Buyout Items.

Allowing for the Over or Under Use of Lots
There is an additional setting to allow the Over or Under Ordering of the Order Quantity based on the Lot or Batch Quantities on hand. This is used in industries that receive batches of specific items such as Rolls of Steel, Fabric or Looms of thread that all generally weigh an approximate value of say 500kg. To activate this feature you go to the Control Panel >> Options >> Inventory and Settings Tab as seen below.

If you refer to the example below, we ordered a quantity of 500 and selected a Batch that contained 506. On Record, the system prompts to allow you to adjust the Order Quantity to agree to the selected Batch Quantity.

Serial / Lot Number Take-On
In the item above I entered a take-on quantity of 21. Rather than having to enter the individual Batch Numbers, I can import them through the Control Panel >> Import & Export >> Serial / Lot Numbers. Don’t forget that the layout of the import files can be found in the Help >> Import Examples >> Ent_SerialLotNumbers.

Using Serial / Lot Numbers

Auto Increment Numbering
One of the features we have added is the ability to Auto-Assign, or Increment the Serial or Lot Numbers at time of processing. In the screen below you will see that we have elected to receive 100 Serial Numbers and opted to auto-assign the numbers, using the Serial Number Start number.

Importing Numbers
We also have the ability to Import Serial or Lot Numbers throughout the processing stage, from Goods Receiving to Sales Invoicing for ease of use.

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