Serial Number List Report
To create a Serial Number List Report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > General. In the Report List pane, select Serial Number List. In the Choose Report pane, click F12 Next. In the Report Settings pane, set a value range for any category. […]
Set up TSC TDP-225 to print Bar Bell tag (Item Tag #18)
This procedure creates a custom “stock” entry in the TSC TDP-225 printing preferences for Item Tag #18 that is shaped like a barbell (refer to the LTSR catalog for details). In Paladin, this tag has the following label: Item Tag #18 – Bar Bell Style To set up the TSC TDP-225 to print a bar […]
Ace Hardware: In-store customer discounts on acehardware.com
Your customers can receive the same discounts that you offer them in-store (via pricing plans assigned to their Paladin customer account) when they shop at acehardware.com. Tip: To learn how to apply discounts to customers using pricing plans, see Pricing Plans. Note: In Paladin, Pricing Plans had a restriction that limited a price discount to […]
Create unique sequential alternate part numbers for inventory items
You can create a series of incremental unique alternate part numbers, starting with X00001 and incrementing by 1 (X00002, X00003, and so on) when you manually add an inventory item or create inventory items using the Data Viewer inventory upload feature. All alternate IDs will start with X and increment by one each time. They […]
Set up Insufficient SOH message
The Insufficient SOH message notifies you when an invoice quantity entered exceeds current stock on hand (SOH). This message will not open for non-inventory items, and you can limit it to a range of locations. To set up the insufficient SOH message: In Paladin, from the main menu, select File > Setup. Select the Invoice […]
Set up prompt payment discount
Prompt payment discounts encourage your customers to pay their account balance quickly. When you set up this feature, statement discounts (applied per customer) will expire on a specific day of the month if the balance is unpaid. To apply a statement (percentage) discount to an individual customer account, see the How to set up percentage […]
Volusion integration Do’s and Don’ts
The following guidelines are important when using Volusion integration. Important: Do not change the “Status” of a Volusion transaction. If you change the status, a duplicate invoice is created in Paladin. Figure 1: Volusion Order Status Do click ORDER COMPLETE when finished with an order. Figure 2: Volusion Order Complete
Overview: Microsoft Dynamics GP Accounting Integration
Eliminate the time-consuming process of transferring your daily financial activity summary and create invoices for received inventory in Microsoft Dynamics GP (formerly Great Plains). No muss, no fuss, no manual entry.
Ace Online Services integration with Paladin
Paladin is fully integrated with the Ace Online Services (AOS) to support “buy online, pick up in store” purchases. All in-store pick up transactions occur in AOS, and your Paladin database is updated automatically by Ace Hardware. In the Comparative Revenue reports, all in-store pick up transactions are recorded in Paladin and appear separately. Note: […]
Assign Sage 50Cloud Accounting GL accounts to Paladin accounting categories
Before you can set up the Overview: Sage 50Cloud Accounting Integration, you must assign Sage50 account numbers or names to the Paladin accounting categories. Note: It is highly recommended that Sage 50Cloud be run on a dedicated terminal. Therefore, the Sage50 Terminal ID must be assigned in the Paladin Configuration Accounting tab for Sage 50Cloud […]
Pick List Report for outstanding order items
Paladin’s Pick List report provides a list of outstanding order items sorted by order in Excel. Order item details include unsold item quantities, prices, and more. Provide this Pick List report to your fulfillment department or use it for easy reference. Tip: To learn more about orders in Paladin, see Order Manager: Turn quotes into […]
Send email to all store account customers
This feature sends an email to all customers with a store account. To receive the email, the customer must have a non-zero Credit Limit on the Credit tab in Paladin’s Customers module and must have an email address on file. To set this feature: In Paladin, from the top menu, select Maintain > Utilities > […]
Admin Access level replaces Admin passwords
Note: This feature does not apply to stores that use TranSentry credit card processing. Admin passwords are still required for those stores. This feature eliminates admin passwords. When an employee with Admin Access attempts to access a Paladin feature/setting that requires admin permission, they will have immediate access with no password required. To set this […]
Transaction Report: Search for issued/redeemed coupons
You can search for issued or redeemed coupons in the Transaction Report by using a keyword search. In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need To Know. In the Report List pane, select Transaction Report. In the Choose Report pane, click […]
QuickBooks: Create vendor bills from received purchase orders
This feature requires Paladin integration with QuickBooks. When you have this integration turned on, vendor bills are automatically created in QuickBooks shortly after you receive inventory in Paladin. An invoice is created for each receiving event. If you receive items on a purchase order incrementally, a QuickBooks bill is created each time you receive items […]
