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Multi-bin Locations
Manage Inventory within Multiple Bins in your warehouse with Min/Max levels, User-Access rights & Item Compatibility Rules per Bin.
View Related Company Inventory
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.
Extended Bulk Label Printing
Select, filter and print bulk labels throughout the system with the ability to select different label layouts at the time of printing.
Create Shipments from Sales Orders
In addition to creating Shipments from Sales Invoices, you now have the ability to create Shipments from Sales Orders.
Item Number and Description Conventions
Create Items using a defined Item Code and Description Lookup table to ensure that users conform to the correct numbering or description conventions.
Soft Bill of Materials
Create Assemblies on the fly at time of Sale, with the ability to configure the components dynamically.
Internal Requisitions for Employees
Process internal requisitions against employees with the ability to activate a biometric receipt authentication function or use a management authorization for approval.
IBT Orders
Allow Branches to process IBT orders on a Central Warehouse or to other Branches, to facilitate the Picking and expediting of the Branch Order.
Preview Financials
Preview the effects of your General Ledger journal on your Financial Reports before recording.
Journal Line Attachments
Attach documents at line level when creating journals.
Save Journals
You can now save journals before updating for later recall with a Verified check-box per line that acts as a placeholder for verified journal lines.
Reversing of Journals
You can set a Journal as a Reversing Journal with a defined reversing date and have the ability to process the reversing Journal when required.
Journal Formulas
Enter formulas rather than values to create the debit or credit Journal values, with these being saved as a further audit trail for verification purposes.
Unlimited Financial Budgets
Create an unlimited number of General Ledger and Department Budgets or Forecasts and report across Budget Years.
eCommerce
Set up a Magento, WooCommerce or Shopify online store that syncs with Palladium Accounting, allowing you to
run an online store while using your ERP solution to manage Inventory, Customers and pricing, greatly reducing maintenance time, eliminating online store restocking and improving reporting.
Dashboards
Our Intuitive Dashboards function allows you to present your data in a simple, easy-to-understand, graphical view, with metro-blocks, Graphs and data list views.
Report Export to Excel Formatting
The export to Excel function has been greatly improved with row-merging and page numbering removed to simplify the data manipulation in excel.
Switching Companies on-the-fly
Alleviate the need to log in and out of companies, and switch between companies using a simple drop-down many for users with the same company username and password.
User Self-License Deactivation
Companies now self-manage and deactivate your existing registered users yourself.
Workshop Management Module
Facilitates the quoting and repairs of internal or client assets, including vehicle servicing, light machine work, fabrications or even repairing a computer. We have also added the ability to create Quotes and Jobs, Issue time and materials to Jobs and view the Workshop Schedule on our mobile apps.
Inter-Company Orders
Automatically Create Sales Orders in your Supplier or Franchisor’s Database directly from your New Purchase Orders, alleviating the need to recapture.
Item Masterfile Synchronisation
Have the ability to Synchronize Inventory Masterfiles and Categories across Multiple companies.
View Related Company Inventory
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.
POD Document Management
Attach Delivery Notes to your Sales Invoices or Delivery Advices automatically or as manual attachments. Run reports to identify outstanding POD’s so that you can better manage and quantify the risk associated with missing documents.
Multi-Level PO Approvals
Create multiple levels for Purchase Order Approvals with the approval function being extended to the Mobile App.
Editing Receipts and Payments on the Fly
When adjusting a document that has a receipt or payment assigned, you can now drill-down to the receipt of payment to adjust on the fly.
Direct Bank Statement Downloads
The Bank Manager function has been enhanced to cater for direct feed integrations with the bank to allow users to seamlessly import bank statements, with Intelligent account reference mapping.
Trade Creditor Reconciliations
Ensure that all Creditors Accounts are reconciled and ensure that all liabilities are recorded to avoid unnecessary surprises.
Sage Evolution and Pastel Data Conversion
Convert your Sage Evolution or Sage Pastel Partner to Palladium in no time using our comprehensive data conversion tool. We convert all Masterfiles, Take-On Balances, General Ledger Transactions and even Sales and Purchase History, to get you started in hours not days. Read More
Offline & Touchscreen Point of Sale
Process transactions regardless of internet or network connectivity with dynamic online/offline mode. A custom touchscreen menu option allows you to create customized menus for your users with the ability to assign item images.
Multi-Currency Invoicing and Tender
Invoice different Customers in different Currencies and Pricelists with the ability to Tender across Various Currencies in one single Sale Transaction.
Laybys
Manage Layby’s with the ability to create Layby documents and receipts with full layby customer statement capabilities.
Zambia Tax Fiscalization
Palladium has been certified by the Zambian Revenue Authority for compliance with their Electronic Signature Device (ESD) Integration.
Integration to Payment Platforms and Wallets
We have extended our integrations of Credit Card Tender functionality to Fortified (Kenya) who offer card integrations to all major providers (including M-Pesa) as well as to the Mr. Green Loyalty Point Voucher redemption.
In this world where information is overwhelming, we need to consume our information intelligently and by exception. Our alerts tool is designed to send selected information dynamically so you no longer need to run static reports to look for problems that may or may not exist in the business. You will receive this information in real-time, via email or sms, allowing you to make corrective decisions proactively.
I am the unsung hero of the business. I don’t get leave, don’t take off sick, never come in late or get stuck in traffic and do the work of 3. I am the heart and soul of the business and if it wasn’t for me this business would fall apart. I work 24/7/365 and challenge you to give me an alert or notification you need that would change your business for good! And it’s all thanks to me – the unsung hero!
Customisable
Palladium Alerts is customisable to fit with your business. Palladium Alerts can monitor most back-end databases and software programs and supports customised triggers and emails.
Change Behaviour
Change Behavior with Staff, Customers or Suppliers by early warning notifications. Automate and drive process workflows to improve business cycle times.
Fraud Prevention
Prevent Fraud with alerts or notifications on Inventory Adjustments, Document Adjustments, Credit Notes or price adjustments.
Faster Decision Making
Alerts can help to make executive decisions sooner rather than later by highlighting problems as they happen.
Smarter Insights
Palladium Alerts monitors your business data to send alerts to notify internal users, Customers, Suppliers or any related users.
Manage by Exception and Save Time
Manage your business proactively and not reactively with Advanced, real-time “Exception” Notifications.
Improves Efficiency
Automate mundane, routine tasks or reports, allowing staff to work more productively.
Proactive Management
Manage your business proactively and not reactively with better access to critical business data.
Never miss an alert
Get alerts sent via email or SMS.
Extended Security for Extended POPI / GDPR Compliance
In addition to the Standard MS SQL Server Database Securities we have improved our user Security with Strong Password Policies, Inactive Session Timeouts, Email Notification on Login as well as Change Password function using Tokens.
We have Encrypted relevant Customer, Supplier and Employee Database Fields for added protection.
All e-Mailed Documents are Password Protected for greater Customer and Supplier Confidentiality.
This module allows you to manage all activities within your organization from Customer Collections, Sales, Supplier Interactions to general messaging. The CRM component also allows you to manage your customer leads and prospects with the ability to manage and display employee pipelines.
The Projects module has been enhanced with the introduction of Project Stages, the ability to allocate resources or items to the various Projects Stages and Extended Budgeting. You can now track your Project and Resource allocation by Stage to control and assess spending, resource use and project efficiency.
Palladium Mobile Sales and Warehousing (WMS) App is an Android, Windows UWP and iOS-based app that provides the ability for sales teams to connect to live data on the road to generate Sales Orders and Sales Quotes or to check inventory availability. It helps enhance enterprise mobility and productivity of sales representatives during customer visits
and provide executives with critical insights into the sales process through better planning and tracking.
This is the most comprehensive mobile app available that is built to add value to your business.
It is built in line with our ethos of constantly developing feature-rich solutions and revolves around our three core principles of increasing turnover, improving margins, and enhancing operational efficiency.
Activate GPS tracking on your salespersons’ devices and monitor their live locations or view their tracking history with the system recording the coordinates on google maps.
Allows sales teams to clock in and out on their mobile devices.
Manage POD’s either as a scan verification on the invoice to make sure items aren’t leaving the store multiple times on the same document, or take a picture of the delivery document and upload it to Palladium.
Approve Purchase Orders and Inventory Requisitions on the go.
Receive POS price changes using push notifications, alleviating the need to go to the POS Terminal.
Process CRM activities and details of Customer visits from your mobile device allowing you to assign tasks to others while you are out the office.
Capture customer signatures on Sales Orders and Sales Quotes with Sign to Glass technology, allowing your sales team to get approved orders and quotes on the road.
Generate sales quotes, freehand quotes and orders on the go while being connected to live data. Email quotes or orders from the device.
Customer Enquiries
Perform Customer Account Enquiries and also have the ability to edit information and to even create Customers, ensuring that the information is always accurate.
Performance Dashboards
View BI dashboards for up-to-date reports.
Inventory Enquiries
Check the availabilities of your Inventory per location on a real-time basis.
Delivery Advices
Process delivery advices from open sales orders or picked items to ensure accuracy at your dispatch area.
Our WMS will work with Android scanners and will allow users to manage GRVs, Pick Tickets, Stock Takes as well as Warehouse and Bin Transfers from Android powered mobile scanners like Zebra or Honeywell. The WMS accesses your live Palladium databases ensuring that inventory data is always current and accurate, regardless if you access it from head office or the warehouse.
Conduct stock takes, either by scanning inventory or by manually entering quantities.
Move inventory across different warehouses.
Move inventory to different bins to optimise your warehouse space.
Convert purchase orders and receive goods into inventory either by scanning or by manually entering the stock.
Process pick tickets for multiple items at the same time and mark items as picked.
Process pick tickets and mark items as picked.
Inventory Enquiries
Check on-hand stock quantities at any time, by item, location or bin.
Put-Aways
Process Put-Aways from GRV’s, allowing you to store the Inventory into the appropriate stocking Bins
