Inventory Management - Palladium

Efficiently manage your inventory to maximize profits and turnover.

Serial Number Tracking

Use Serial Numbers to track big-ticket items or to track item warranties.

Lot or Batch Number Tracking

Keep track of lots or batches of materials, such as cut steel, or manufactured items for ease of recall.

Upsell or Suggest Related Items

Boost sales by recommending related items or suggesting Up-Sell items when processing sales documents.

Process Item Quantities Using Dimensions and Package Factors

Eliminate waste and diminishing margins by entering dimensions to accurately calculate the required values for box or packaging volumes.

Create quantities by entering Dimensions when processing all sales documents, dimensions can be set as an entry field or as a factor. Additionally, you may enter multiple dimensions for one sales item line, to illustrate this will allow you to take measurements for 10 different sizes of glass in one sales line with the dimensions automatically printing on the sales order.

Extended Item Descriptions

Create slick, professional sales documents by adding an extended item description to inventory items.

Item Buyouts

Use buyouts to purchase non-regular items and capture the cost at time of Sales Order or Time of Invoice for accurate Gross Profit Reporting.

Print or Display Item Images on Documents

People process visuals 60,000 times faster than text. Palladium allows users to include product images in quotes or for a salesperson to view them at the time of sale.

Inventory Repackaging

Control inventory and wastage by repackaging items with full validations checking Item weights and lot numbers to ensure that every gram is accounted for.

Attach Documents on the fly with Items Sold

Attach files to emailed sales documents on the fly, strengthen customer services and sales through attaching brochures, warranties or specification documents.

Inventory Reorder Optimisation & Forecasting with Vendor Lead Times

Forecast Inventory Usage and set minimum and maximum reorder levels, factoring in Vendor Order Lead Times and Safety Stock Factors.

Palladium allows you the ability to effectively manage your Inventory Reorder Points by calculating the usage over a defined period and recommending the new reorder points that can be amended and updated at the push of a button. This function can be done per warehouse or across all warehouses for a centralised purchasing function.

Optimise Inventory Ordering through Vendor Order Form

Order Inventory from Vendors form an informed point of view by having all pertinent information at hand to purchase the correct quantity at the correct price using the Palladium Order form found in the Purchase Order and Purchase Quote functions. At the press of a button you can filter by Vendor, Inventory Category, Inventory Location or even by Customer Pricelist. View on-hand quantities, sales for the last Year, Month as well as a recommended order quantity.

Item Requisition & Issue

The Internal Requisition and Issue function allows employees to request Inventory for Internal Consumption, with these costs being allocated to a specified cost account. The fact that this is a 2-step process facilitates the request/approval process with a Requisition being printed for better Store control. In addition, you can also post the Costs to Projects.

Delivery Charge Maintenance

Charge clients based on the order weight (actual or volumetric), number of packages, number of pallets, distance to the client and even use a combination of the above.

Item Copy & Numbering Conventions

Palladium has the ability to set Item Numbering Conventions for both Inventory and Service Items. This ensures that numbers are created based on company standards ensuring ease of processing. Segments can include Units such as Length or Type with you having the option to include or exclude the Item Hyphen Separator as part of the code or not. This function is supported by the ability to renumber your existing inventory Items and the ability to create an item by copying from another to speed up the item creation process. New Items can also be imported from Excel.

Stock Takes

Conduct full or periodic stock takes manually, or with the aid of hand-held scanners. Perform first and second counts with full “compare” facilities, then simply update.

Manage Repairs & Related Repair Costs

The Item Repair Function allows users to set up a default Repair Cost by item. When an item is returned, using the Credit Note Authorization Function, they will have the ability to Select Repair as depicted in the screen below. Once the Repair option has been selected, the return cost will default to Zero and a Sales Order will be created on the fly reflecting the Item Repair Cost in order to track outstanding repairs effectively.

Inventory Enquiry Button & Weights on Processing Documents

Perform inventory enquiries and view item weights on all processing documents.

Alternate Items (Available in Palladium Premium)

Use Alternate Items to display or recommend substitute items as a replacement for the selected item.

Item Supersession (Available in Palladium Premium)

Use Item Supersession to prevent discontinued items from being ordered, while referring users to the replacement item.

Multiple Units of Measure (Available in Palladium Premium)

Buy or Sell items using different units of measure with different pricing and barcodes per item per UOM for complete flexibility.

Item Number Convention Lookup (Available in Palladium Premium)

Create Items using a defined Item Codes and Descriptions Lookup table to ensure that users conform to the correct numbering convention.

Extended Bulk Label Printing (Available in Palladium Premium)

Select, filter and print bulk labels throughout the system with the ability to select different label layouts at time of printing.

View Related Company Inventory (Available in Palladium Premium)

Have the ability to view related company on-hand inventories from your inventory enquiry screens, such as suppliers or other franchisees, either by synchronizing directly from the related Palladium company database or by synchronizing from files such as excel.

More Features

Warehousing & Distribution

Powerful distribution and warehouse management.

Manufacturing & Assembly

Optimise your manufacturing process for better stock control and sales.


Comprehensive financial and business management features.