Discount Analyst
Discount Analyst is part of the Quick Access menu in Paladin’s Invoice Quote module. The Discount Analyst window that opens provides reasons that contribute to a part being discounted on an invoice. This helps support answer questions for clients, and it also helps clients understand why a part on an invoice is being discounted at […]
Do It Best: Customer Direct Shipment (Special Order)
For Do It Best (DIB) EDI stores, when creating a special order, it can be designated a Customer Direct Shipment, which causes Do It Best to ship the order directly to the customer, not the store. This allows stores to order product on behalf of customers without needing to receive the items into inventory. To […]
PaladinGo™ Device Manager and Billing
PaladinGo™ Device Manager and Billing This article provides information and instruction on the following: PaladinGo™ Device Manager and Billing Learn More PaladinGo™ Device Manager and Billing PaladinGo™ billing is monitored through Maintain > PaladinGo™ Utility > Device Manager tab. Figure 1: Path to PaladinGo™ Terminals that are active (not deleted in Device Manager) during Paladin’s […]
Bulk editing of Supplier Market Cost and Supplier Order Quantity
In Paladin, EDI will update supplier market cost; however, for non-EDI suppliers, this must be done manually. The following steps allow Supplier Market Cost and Supplier Order Quantity to be updated. In Paladin, from the main menu, select Maintain > Data Viewer. Select the Inventory tab. Select the Export tab. In the Export Options pane, […]
Ace Buy More and Save (BMAS) Wizard
In the event a store’s EDI does not get an Ace Buy More and Save (BMAS) sale, Ace support advises clients to create the sale manually. With this, Paladin’s Ace BMAS Sale wizard enables clients to create the sales manually; therefore, avoiding user errors with manually created sales. Paladin’s Ace BMAS Sale wizard walks users […]
Collections Report
The Collections report shows all open item invoices. The report is important to stores using Open Item Accounting; helping clients identify open invoices and respond to their customers accordingly. To run a Collections report: In Paladin, select the Reports module. In thee Report Area pane, select Accounts Receivable > Accounting Reports. In the Report List […]
EJD Images
EJD stores have access to EJD’s product images directly inside of the Paladin application. After Paladin Support creates the initial setup, images can be viewed through the Invoice/Quote module and the Advanced Lookup window in the Invoice/Quote, Inventory, or PO modules. There are two ways to inventory view images, from Invoice/Quote or Advanced Lookup. Invoice/Quote […]
Equinox Luxe6200m Setup
The Equinox Luxe6200m is a portable credit card device for use with BlockChyp. To set up the device: Plug the Luxe6200m into power or place onto the charging station to ensure it is charged. Power it on by pressing the volume/power symbol key located below the 9 key. The screen displays Touch to Configure Network. […]
How to create Price-by-Weight items
Whether you are a client that works with pharmaceutical compounds, have bulk food items, or sell bulk hardware, Paladin is set up to sell items by weight. There are four areas in Paladin that must be set to sell by weight: Create a unit of measure (U/M) Assign the U/M to items Set up scales […]
National Type Evaluation Program (NTEP) Certificate of Conformance (CC)
Whether a business is dishing out candy, measuring pharmaceuticals, or weighing produce and bulk bin ingredients, it’s imperative that they weigh goods on an NTEP certified scale. NTEP certification is granted by the National Type Evaluation Program (NTEP) Committee of the National Conference on Weights and Measures. The standards they use for certification, with guidance […]
Drop ship: Ace Hardware
Efficient inventory management allows clients to spend more time with customers while maintaining clean inventory data. To this end, Paladin can now process Ace drop ship invoices, also called 810 invoices. Drop ship invoices are created when a store orders items that are drop shipped from another supplier but invoiced through Ace. To set up […]
PaladinShop™ Item visibility explained
Paladin offers the option to hide PaladinShop™ departments, classes, and sub-classes. The following sections provide instruction on enabling the option: Departments Classes Sub classes Individual items Note: In the PaladinShop tab, pressing Refresh Data will open a message window asking if the Dept, Classes, and Subclasses are configured correctly. Figure 1: Dept, Classes, and Subclasses are configured correctly Back […]
Customer Sales Ranking report
The Customer Sales Ranking report exports Paladin customer account information for customers who made purchases during a specific time period. This information is sent to an Excel worksheet. Customer type details are provided in the following Excel worksheet columns: Customer Type ID: The integer ID assigned to the customer type in Paladin. Example: 16 Customer […]
Net Promoter Score: triPOS Lane 7000/8000 terminals
As per Wikipedia, a “Net promoter score (NPS) is a market research metric that is based on a single survey question asking respondents to rate the likelihood that they would recommend a company, product, or a service to a friend or colleague. The primary objective of the net promoter score methodology is to infer customer […]
Troubleshooting: QuickBooks Desktop
Note: QuickBooks creates a log that can help with troubleshooting. It is located on the computer where the utility is running: C:\ProgramData\Intuit\Quickbooks\qbsdklog.txt There is also a txt file called qbsdkold.txt for older records The Program Data folder is, by default, a hidden folder; so, you may need to change the view to show hidden folders. […]
