General Archives

IND051 – Palladium for Hardware and Buildware

Collections and Deliveries

Palladium has the ability to manage Collections and Deliveries after the goods have been invoiced using its Dispatch function. This is a separate function that allows you to create a Delivery or Collection from the sales Invoice and perform a full or partial, or even multiple Releases whether in the form of Deliveries or Collections until the fulfilment is complete. Below is an example of a Dispatch Advice where the Original Invoice was for 19 Boxes (Orig Qty), Dispatched to Date (Remain Qty) is 9 and the Current Dispatch Qty is 3 boxes (Ship Qty) .

Pick Tickets

The Pick Ticket function within Palladium allows you to define Pick Routes within the warehouse to control Picked vs Unpicked Orders. In addition, we have the ability to Split Picking across Locations or Warehouses or Yards and to collate them at time of Invoicing. We also have the ability to create workflow steps of the Releasing and/or Printing and assigning of Pick Tickets. In the screen below you will have the ability to view all un-issued Pick Tickets, Issued but not Picked, and Picked not Invoiced, each status with filters per Location, Departments and even Delivery Methods for ease of control.

Serial Number and Lot / Batch Number Tracking

Serial Number Tracking
You can use Serial Number Tracking to monitor and control Big-Ticket items, particularly when it comes to controlling things such as warranties etc. You also have the ability to assign Serial numbers at the time of receiving or at the time of Sale only for greater flexibility, alleviating the need to account for the different Serial Numbers on Hand.
Lot / Batch Numbering
This feature may not be as prevalent as Serial Number Tracking but can certainly assist when receiving or manufacturing batches of Glues or Chemicals that may need to be tracked for recall purposes or that may just expire. Like we have with the Serial Numbers, you also have the ability to create different Lot Number or Batch “Profiles”, each with different characteristics that allow them to be controlled and managed in different ways. In the setup screen below you will see that the Batch Profile is set to display the Batch Number on the Various Documents and we have also enabled the Embedded Barcode Capability to select the Batch Number and Item code at the time of processing. This feature can also be used for assigning Lot Numbers to rolls of Material or Metal so as to better manage on-hand quantities due to offcuts.

Enter Item Dimensions or Box Sizes
Palladium has the ability to automatically calculate a quantity by entering one or more Values or Dimensions with the ability to round on the resultant values. This can be used for calculating Square Meterage’s for boxes of tiles or for cutting panes of glass. You set up the dimensions in a similar way as we do the Serial and batch Number profiles, then assign each of these profiles to the item. In the example below, you will notice that we have set the second Box Size Factor as Read-only with the formula set to round up to 0 decimals.
All you now do is simply assign the Dimension Profile to the Item itself.
Once set to Auto-Invoke at time of sale the Input Option Below activates as soon as the item is selected.
Item Images
You can not only view Images of Items at Point of Sale, but you also have the ability to insert these images in selected Sales Documents. The same function applies to Purchase Documents. An example could be to insert these for Sales Quotes as seen below.
Item Buyouts
You can use Buyouts to purchase non-standard items to be able to complete a client’s order. This function allows you to effectively select the Cost of an item at time of sale with the contra being assigned to the Buyout Control Account. When we invoice or process an order for a Buyout Item the system will prompt for an Item Unit Cost and manage the Gross Profits Accordingly.
Related or Upsell Items
You can set Related, or Upsell Items and set them to optionally invoke at time or sale. This feature can be used in one of two ways. It can be used for item Supersession or Replacement, or it can truly be used to Upsell Items. For example, a client purchasing Tiles would require Tile Cement, Grouting and Tile Spacers. To Setup Upsell Items, go to the Primary Inventory item and select the Related Item Tab as seen below.


There is nothing worse than finding out that you need batteries for something you bought once you get home!!

Temporary Credit Limits
Tight Credit control processes may be required to be adopted when dealing with the Trade. Palladium handles this well by being able to manage Credit Control using Credit Limits, Overdue Accounts as well as the ability to control the Credit at time of Sales Order and/or at Sales Invoice Level. This facility is complemented by Temporary Credit Limits with Expiry Dates as seen below.
Manufacture or Un-Manufacture / Decanting
We have the ability to create Assemblies or Dis-assemblies allowing us to decant liquids such as Paint or Spirits from bulk storage into multiple smaller packages.
Freehand Quotes
Create Freehand Quotes for Prospective Customers, as well as Prospective Inventory Items or Buyouts, alleviating the need to create a new Customer account or Inventory Item for Quotations. On acceptance, you can simply convert these Freehand Quotes to Sales Quotes or Sales Orders, whilst creating the Customer Account and Items on the fly.
You can use the Project function to assign costs and revenues to customer projects undertaken. This would be where specific work is conducted at a customer or contractors premises where sundry costs and revenues need to be managed.
On processing, you can simply process or assign the related costs or revenue across one or more projects.

SUP204 – Adding Custom Reports

Setting Up Custom Reports

Palladium has the facility for you to add any additional reports that you may require for the day to day running of your business. Once you identify any reports that you may require that are not there on the system, let us know and we can develop the reports for you and set them up on your system under the respective modules.

Below is an illustration of the use of the Custom Reports function to add externally developed reports on Palladium. Fill in the name and the description of the report and specify which module the report falls under and browse through to the location where your report is saved.

Once the report has been added, it will now be available on the reports list for the selected module under the Custom Reports section.

SUP048 – Bookmarking Documents

This feature allows you to create documents and bookmark them for later recall or reference.

How does this feature help your business?

  • Copy information from one or more documents to the current document.
  • Search for bookmarked documents, across all documents whether from Accounts Receivable or Payable.
  • Offers salespersons a quick reference lookup function.

The Following Documents offer the ability to bookmark as well as refer to bookmarked documents:

Accounts Payable:

  • Purchase Orders
  • Purchase Invoices

Accounts Receivable:

  • Sales Orders
  • Sales Invoices
  • Freehand Quotes

    Feature Options

    Process a Document and Bookmark It!
    While processing a document, select the Bookmark option as shown below then Record (update) the document accordingly. This document is now Bookmarked, for later recall. In addition you can change the Bookmark status of a document by simply amending the “Document Info”.

Accessing Of Bookmarked Documents
The option to view Bookmarked documents will be enabled when you process a new document. You simply click on “Copy Sales Documents” at the bottom of the window and the Bookmarks option will appear as shown below.

The following screen will appear displaying documents that have been Bookmarked, at this point only documents that belong to this customer will be shown. Document lines are shown individually, so you may select a combination of items from different documents.

Navigating Through the Bookmarked Documents
You may search for bookmarked documents for a different customer by entering text within a customer code, or when you click on the customer filter option indicated below, a list of all customers appears then simply select the required customer.

When there are multiple bookmarked documents you may choose the Expand All option which will show all the lines within a document.

The Collapse All option will show you the document headers only.

The Bookmarks option below also allows you to choose different types of documents to view or you can simply select to view “All Documents”.

Copying Bookmarked Documents
When you are satisfied with the documents you have selected to copy or use as a reference, click on Ok and your selection is copied to the document you are processing from. If you want to view the document you are copying before making a selection, double-click on it as a drill-down, and it will be displayed on the screen. This could be used to view a delivery address, document status, or even a document discount for example.