Salesperson Exception Report: Manager accounting overrides
Manual discounts, price overrides, and easy returns can be useful tools when you need to price-match to make a sale or maintain a happy customer. However, these tools can also be misused or exploited to commit fraud. To ensure that your employees are acting in the best interest of your store, you can create and […]
Discontinued Item Report adds location ID
A location system is a valuable organization method for your store, making items easy to find for both you and your customers. For example, the location L112 could represent the left side (L) of aisle 1, section 1, shelf 2. In Paladin, it’s easy to set up a location system. To find out more, refer […]
Ace Hardware: Ace Magnolia SKU Conversion utility
The Ace Magnolia SKU conversion utility updates Magnolia items in your inventory with Ace Hardware SKUs. This one-time process is required for customers to purchase these items from your store on acehardware.com. The utility must be run outside of business hours when no one is using Paladin. The utility can be run on any terminal. […]
Ace Hardware: Ace STIHL SKU Conversion utility
The Ace STIHL SKU conversion utility updates STIHL items in your inventory with Ace Hardware SKUs. This one-time process is required for customers to purchase these items from your store on acehardware.com. The utility must be run outside of business hours when no one is using Paladin. The utility can be run on any terminal. […]
Transaction Audits: Efficiently Recall Sales Data
ave customers returned items without a receipt? No worries. Sell something with a specific serial number or a note attached that needs to be located? We can find that, too. There is a plethora of ways to research and locate sales transaction data in Paladin and all of them keep your customers happy and bottom line intact.
True Value Hardware: Purchase order received confirmation
Note: This feature only applies to stores that use the True Value Hardware EDI system to send and receive purchase orders. While sending purchase orders using True Value EDI is very reliable, Internet glitches or other communication issues can occur. To give you peace of mind that your True Value purchase order was received, Paladin […]
True Value Hardware: Missing order items with PO type
Note: This feature only applies to stores that use the True Value Hardware EDI system to send and receive purchase orders. Missing items on received supplier orders are common and can occur for many reasons. In the True Value Hardware EDI ordering system, if items are missing from a complete (fully-received) purchase order (PO), you […]
True Value Rewards
This article provides instruction and information on the following: Why a customer loyalty program is valuable About True Value Rewards and Paladin Set up True Value Rewards integration Look up existing True Value Rewards members Sign up a new True Value Rewards member Sign up a True Value Rewards member in the Customers module View […]
Search quotes and invoices
To search quotes and invoices: In Paladin, on the top ribbon, select the Invoice/Quote module. Create or open an existing invoice. Right-click any invoice or quote line to open the quick access menu. On the menu, click Search Invoice/Quote. In the Search Invoice/Quote window, enter a search term, then press Enter. To repeat the search […]
Account Notes: Customer management
Customer account management and compliance to Generally Accepted Accounting Principles (GAAP) requires good documentation. When you keep good records, you’ll have a happier accountant and increased business efficiency. Paladin’s Account Notes feature makes customer record keeping easy. This Paladin Customers module feature lets any employee (with appropriate access) enter detailed notes (up to 650 characters) […]
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Are you making the most of your LBM business? Boost profits and streamline the sales experience—for your employees and your customers—with our latest LBM features.
Design/create a BOGO promotion
Buy One Get One (BOGO) has become one of the most popular and often used acronyms in the retail lexicon, and Buy One Get One is one of the most effective sales promotions in the business. Research shows that 93% of shoppers admit to taking advantage of a BOGO sale, and 66% of them prefer […]
Paladin Recognized for Growth
Recall Transaction: Search quotes and transactions with custom sort options
Paladin has a feature lets you choose how quotes (and other recalled transactions) are initially sorted in the Recall Transaction window. With this feature, you can choose from the following default sort order options: Sort transactions alphabetically by name Sort transactions by date from newest to oldest (This is the default.) To recall a transaction: […]
