Support Archives - Page 2 of 4

SUP106 – Understanding Customer Credit Control

The Palladium Credit Control is managed in 2 separate stages in the form of Sales Order Level and Sales Invoice level. There is no credit management for Sales Quotes of Freehand Quotes.

Sales Invoices

 

Customer Credit Control sales invoices

There are 2 ways in which we control and set up the Credit Management for invoices in the form of Over Credit Limit, and Overdue Invoices.

Over Credit Limit
To use Credit Limit Control you first need to activate the function “Default Credit Control for New Customers” above and insert a default Credit Limit for New Customer creation. The Credit limits are set at customer level as seen below – and governs / limits the total amount of goods or services invoiced to clients. In the screen below you will see that we will activate the Credit Control function at Customer Level. Once the credit limit has been reached, the user will be unable to invoice the client further.

Customer Credit Control credit limit

In addition to this you can set the system to Allow / Block or Warn on Customers over their Credit Limits for added flexibility.

Temporary Credit Limits
Should users wish to exceed customer credit limits but still exercise control and discretion by using the Temporary Credit Limit function as seen above. The temporary credit limit is supported by an expiration date for greater control.

Overdue Invoices
The credit block on Overdue Invoices manages the ability to process invoices on Customer accounts with overdue invoices. An overdue account is classified as an account with invoices over their due credit terms. Ie if an invoice was due to be paid at the end of January, the system will disallow invoices processed in February until these overdue invoices are paid. Note that there is an option for the discretionary management for credit control on overdue invoices with the option settings to Allow / Block or Warn on generating sales on accounts with overdue invoices.

User Overrides
We have the option to allow for user / managerial overrides on Credit Block on accounts with overdue invoices at time of processing the Invoice.

Customer Credit Control user override

Sales Orders

Customer Credit Control sales orders

Credit Block On Overdue Invoices
This function allows you to Control the processing of sales orders where clients have overdue invoices. You also have the ability to set the function to Allow / Block or Warn on processing orders for clients with Overdue Invoices, as well as the ability to convert these to Sales Quotes on the fly.

Credit Block On Over Credit Limit
This function allows you to Control the processing of sales orders where clients are over their credit limits. You also have the ability to set the function to Allow / Block or Warn on processing orders as required, as well as the ability to convert these to Sales Quotes on the fly.

Include Open Sales Orders in Available Credit
This function sets the available credit display on all Sales Document Processing screens to factor in the value of open Sales Orders for clients who want to view the credit limit as the total exposure to the client. In the screen below you will see we have created a Customer with a credit limit of R2,000 and a Temporary credit limit of R2,500 where we have included the open Sales Order in the available Credit value.

Customer Credit Control include sales ordersUser Overrides
We have the option to allow for user / managerial overrides on Credit Block on accounts with overdue invoices at time of processing the order.

Customer Credit Control order user rights

 

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SUP112 – Salesperson Processing

This article will explain the use of Salespersons in Palladium from both a Setup as well as a document Processing Point of view. This feature facilitates the ability to have multiple salespersons within a single sales document and also caters for a 3-tier salesperson hierarchy from Account Manager, Regional Manager down to the salesperson on the document. We can also report on the actual user who entered the transaction should this also be required.

System Setup

There are 3 system settings relating to salespersons as displayed below:

Sales person processing setup

Default Salesperson Selection Method
We have the ability to define whether we will use the Default Salesperson set at a “User” or at a “Customer” level as the default salesperson on the processing document. Using the default by “User” means that the salesperson assigned during the Users Setup will be used when processing sales documents where the latter will use the setup by Customer or Customer delivery address (explained in more detail below).

Blank Salesperson
This function allows you to Block / Allow or Warn on blank Salespersons on sales processing documents where there are no Salespersons setup for that Account. This is more relevant to Freehand Quotes where there are no default Salespersons setup on the “Freehand Account”.

Salesperson Processing by Document or Line
This new feature in Palladium Enterprise V10 allows you to define whether you would like to record the Salesperson for the Document or have the ability to record this by Line item. We would generally allow the recording by line where more than one person is directly involved in the sale.

Item Product Manager Reporting
Should we require the ability to report on Sales or Sales margins by item group or category – we could create a user-defined field for Product Manager and link this person to the Inventory Masterfile and report accordingly through our BI module.

Customer Masterfile
The default Salesperson can be set on the Customer Settings tab as seen below, with an Overriding Salesperson being set at Customer delivery address. What this does is to allow you to now set a default Salesperson per region, that is set once and filtered through to the processing document for ease of use.

Sales person processing masterfile

Reporting
All these Salesperson field are available to you in our Palladium BI and can be added to any excel sales report allowing you to report on the Salesperson (manager) on the Main Account, Salesperson set at the Delivery Address, or simply the Salesperson who processed the transaction.

These are all supported by User-defined fields at Customer Account Level, Document Header level and even at Document line level for a pretty muck unrestricted reporting experience.

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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) .
 
Hardware collections

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.
 
Hardware pick tickets

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.
 
Hardware serial number tracking
 
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.

 Hardware lot number

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.  
 
Hardware dimensions
 
All you now do is simply assign the Dimension Profile to the Item itself.
 
Hardware dimensio profiles
 
Once set to Auto-Invoke at time of sale the Input Option Below activates as soon as the item is selected.  
 
Hardware dimension auto evoke
 
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.
 
Hardware item images
 
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.

 

Hardware upsell items

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.
 
Hardware temp credit limits
 
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.
 
Hardware manufacture
 
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.
 
Hardware free hand quotes
 
Projects
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.  
 
Hardware projects
 
On processing, you can simply process or assign the related costs or revenue across one or more projects.
 

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.

Setup

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

Item images setup

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.

Item images printed documents

Processing

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.

Item images processing documents

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.

Item images print

 

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SUP105 – Segmented General Ledger

The General Ledger Segmentation function was designed to allow business to have extended General Ledger reporting capabilities in organisations with Multiple Branches and/ or departments, with the ability to filter and report on one or more of the segments. This facility has also been designed to complement the account set by warehouse function, allowing us to have a segment integration by item or item category by warehouse, allowing profitability to even be reported on a product line basis. Another market for this is in the issuance and control of Grants or Fund Management whereby we can report on the individual projects managed within the specific fund(s).

Another limitation that has been overcome is that of departments with departmental allocations previously being done at a document level basis. With the segmented General Ledger you can now process integrations document line item.

Setting Up General Ledger Segmentations
This will be explained in 2 separate sections, ie clients converting an existing company, and creating a new company. Note that the ability to add segments is available to both scenarios at can be done at any time.

Upgrading an Existing Company

Existing Segments
When you upgrade from a pre-General Ledger Segmentation company, on conversion the current Sub-Accounts will automatically become the second segment, and will allow you to report by the values in this segment. You can see from the screen that we had 2 sub-account settings in the Original Company Data namely 0000 and 0500. All we need do now is to name the segments and report accordingly.

Segmented General Ledger upgrading existing company 1

Adding Segments
You can then redefine the General Ledger Segments as required with the ability to add new segments as seen below.

Segmented General Ledger create accounts

Remapping Accounts
Once the new segment has been created, we now need to map the original accounts to the new segments accounts to transfer the transaction history accordingly.

Segmented General Ledger remapping accounts

Creating a New Company
When creating a new company there are a number of options afforded to you.
The Manual Setup option as seen here, allows you to define your own segment lengths while the other options below will install the 4-4 account segment structure with the sample data, but allow you to adjust at a later stage. The first segment is reserved for the account number and can have a minimum quantity of 3 digits, that are numerical only, while the other segments are limited to 10 segments 50 characters in total, and can be set as Alpha, Numeric or, Alphanumeric as defined above.

Segmented General Ledger create new company

Building or Creating Accounts

Using the Account Builder
You can also setup your segments and then import your accounts. The account builder function allows you to build your required accounts with the Segment definitions being added as they are selected.

Segmented General Ledger create accounts

General Ledger Reporting
The general ledger reporting function caters for up to 3 combinations of filters in most of the ledger Reports. In addition, you can select one or more of the segments to give you an unsurpassed multi-dimensional financial view of your business.

Segmented General Ledger reporting

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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.

Custom Reports

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

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.

Assembly

Setup

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.

Assembly setup bom

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.

assembly production schedule

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.

assembly works order

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.

assembly loading bom

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 inventory

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.

Assembly mrp

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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”.

Bookmarking process document

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.

Bookmarking access document

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.

Bookmarking display document

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.

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

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

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

bookmark select

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.

Bookmarking copy document

 

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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.

Extended description create

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.

Extended description editpng

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