Repeat Rewards: First and Last name requirement
In Paladin’s Invoice/Quote module. when you sign up a new Repeat Rewards customer or connect a customer with their Repeat Rewards account, the First Name and Last Name values are automatically entered. Figure 1: RepeatRewards customer information However, in the Customers module, if you try to add a RepeatRewards ID to a customer using the […]
Prevent manual discounts from applying to Net items
You can prevent an inventory item from being automatically discounted by checking Net on top of the Pricing Levels pane in the Pricing tab of Paladin’s Inventory module. Figure 1: Net checkbox in Pricing tab of the Inventory module When you press F4 Discount Item in the Invoice/Quote module to apply a percentage discount to an […]
Transaction Report: View per-item prices for quantity discount transactions
When an item is sold in a discounted quantity, a Paladin Configuration option can be set so that the calculated price per item will show instead of the quantity discount price in the Transaction report. For example, if the price to purchase an item quantity of 2 is $25, and the new option is turned […]
Transaction Report: Excel option skips account payments
When you use the Transaction Report to analyze sales revenue, account payments can skew your calculations. To help, Paladin provides an Excel version of the Transaction Report with the Skip account payments option, that when checked, excludes customer payments from the report results. To run the Excel version of the Transaction Report to skip […]
Master Report
The Master Report lets you view and analyze a year’s worth of sales history by item in weekly or four-week time periods. Weekly reports provide 52 weeks of data, and four-week interval reports provide data for 13 four-week intervals. To create a Master Report: In Paladin, on the top ribbon, select the Reports module. In […]
Print and share customer data using Excel
The View in Excel feature automatically creates an Excel view of frequently requested customer data, eliminating the need to transcribe the information manually. From Excel, you can easily print, email, and share this information with the customer or other software programs. The View in Excel feature is available when you edit the following customer data: […]
Pharmacy: Communication alert
Note: This feature only applies to pharmacies that use a Paladin pharmacy system integration. Paladin’s pharmacy integrations are designed to work seamlessly with a store’s pharmacy systems behind the scenes. However, communications are interrupted occasionally by Internet outages or for other reasons. If your store uses a pharmacy integration, a message will notify you when […]
Ace Hardware: Edit Dynamic Promotion sale dates
Note: This feature only applies to Ace Hardware stores. When Ace Hardware Dynamic Promotions are set up in Paladin, the promotion sale dates are specified in two ways: In the pricing plan Individually for each item in all sale lists that are included in the pricing plan Tip: Sales list item dates, when provided by […]
Wells Fargo ACH: Schedule automatic payments for purchases
Do you have customers with purchases who want to pay over time? What if you could schedule automatic payments and not worry about managing the customer’s balance? By offering a fixed number of payments on large purchases, you can make your customers happy and increase your sales opportunities. Paladin’s Wells Fargo Automated Check Handling (ACH) […]
Quick access menus
Speed up invoicing and purchase order processing with Paladin’s quick access menus. Right-click any line item on an invoice or purchase order, and get immediate access to commonly used tasks and tools. This article provides instruction and information on quick access menus for the: Invoice/Quote module PO module Invoice/Quote module To open the quick access […]
Use Enter or Tab to record entry
In Paladin, when you manually enter values into text boxes, you must press Enter or Tab to record your entry. An example is when in the Invoice/Quote module, if you manually enter a Part Number and do not press Enter or Tab before you move the cursor to another location in the Invoice /Quote module, […]
Rewards search by phone number and cell phone number
In Paladin’s Invoice/Quote module, when you look up a customer’s rewards number using their phone number, both the Phone and Cell Phone number values in the customer database are searched. Figure 1: Phone and Cell Phone number values in the customer database are searched If the rewards member search window does not appear in the […]
Personalize Paladin with your company name
Note: This feature applies to single-store versions of Paladin. The multi-store version already has this feature In Paladin, your company name appears on the top ribbon, clearly visible to your customers, cashier, and anyone using Paladin. Figure 1: Company name on Paladin’s top ribbon To change the company name: In Paladin, from the main menu, […]
Suspend credit card processing
Credit card processes that are in place usually work smoothly; but occasionally, you may need to suspend credit card processing to resolve an issue. If you find yourself in this situation, you can suspend credit card processing immediately with Disable Credit Card Processing. To suspend credit card processing: In Paladin, from the main menu, select […]
Part numbers and manager override notes on invoices and receipts
Get more control over what appears on sales invoices and receipts with the following two options: Show the item’s primary part number, regardless of what part number (primary or an alternate part number) was entered or scanned. Do not show the alternate part number. Prevent manager override notes from appearing. To turn on these options: […]
