Paladin eCommerce API integration
The Paladin eCommerce application programming interface (API) allows eCommerce platforms to integrate with Paladin to support online sales for our clients. The API provides ways (REST API calls) to access a store’s inventory data in Paladin and create invoices and update stock on hand (SOH) when an online sale is made. When the integration is […]
Overview: Watcher Total Protection
Obtain and set an app-specific password from Yahoo
To obtain and set an app-specific password from Yahoo, perform the following: Open a web browser to https://mail.yahoo.com and sign into the Yahoo email account. Click the Account Name in the upper right of the browser window, then click Account Info. Click Account Security. Note: Do not turn on 2-Step Verification. Click […]
Obtain and set an app-specific password from AT&T
To obtain and set an app-specific password from AT&T, perform the following: Open a web browser to https://att.com and sign into the AT&T email account. From the Account menu, click Manage Profile. In the next window, under Sign In Info, click Linked Accounts. In the next window, in Secure Mail Key, create an app password. […]
Oregon Liquor Control Commission (OLCC) reports
Stores in Oregon that sell alcohol must send the Oregon Liquor Control Commission (OLCC) specific reports, which are uploaded to OLCC’s FTP site. Paladin has an automated feature that creates these reports and uploads them to OLCC’s FTP site. Reports are also saved to the client’s computer at: C:\PaladinPOS\Export\OLCC_Reports\ The report types are: Daily sales […]
Reprint an invoice
The following provides instruction and information on the following: How Paladin printer settings affect invoice reprints Reprint purchase orders without costs How to reprint from the Invoice/Quote module Invoice reprints from Invoice/Quote module How to reprint from the Customers module How to reprint a customer’s prior statement How to reprint a customer’s prior invoice How […]
Create a Revenue Report from a promotion
Note: The Revenue Report provides data from a promotion (sale list) that has prices set along with any other items sold on the invoice that were not part of the promotion. To create the Revenue Report from a promotion: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select […]
Ace Hardware: Ace National Account Pricing discounts at checkout
Ace Hardware offers Ace National Account pricing for many business customers online at acehardware.com. You can offer these discounts in your store with the Ace National Account search in Advanced Lookup. To turn on this feature, contact Paladin Support. In Paladin, to find Ace National Accounts: In Paladin, on the top ribbon, select the Invoice/Quote […]
Benjamin Moore OSR and CCP reports
If you participate in Benjamin Moore OSR (Outside Sale Rep) or CCP (Contractor & Commercial Pricing) programs, Paladin can create the reports required by Benjamin Moore. Important: If you use the OSR program, you must perform some initial set up steps (see procedure below). If you are only enrolled in the CCP program, there is […]
Tax Holiday Set Up
A tax holiday is a time period when some items are sold tax-free or partially tax-free. For example, during a tax holiday, customers may purchase outdoor recreation items or school supplies and not pay sales tax. Or customers may purchase some more expensive items, such as a $400 bicycle, but only pay tax on the […]
Parent/Sub-accounts
In Paladin, your customers can designate a primary account, or “parent” account, and under that account, have individual sub-accounts.. This is very useful when running account statements. To set Parent/sub-accounts: Create accounts. Refer to the Customer accounts KBA for setting up accounts. In Paladin, on the top ribbon, select the Customers module. On the top […]
Set up and apply trade discounts
Trade discounts give your best customers a discount on their monthly statement. Trade discounts are set up as pricing plans. This allows you to selectively discount specific departments or classes and require that the discount meets the minimum margin for each item. You can create multiple trade discounts and selectively apply them to each customer […]
FAQs: Point of Rental Essentials
This guide is for clients that use the Paladin integration with Point of Rental Essentials to process rental payments. For more information, refer to: Overview: Point of Rental Essentials Integration. If you want to set up the Paladin integration with Point of Rental Essentials, or have more questions about the integration, contact Paladin Support. For […]
Accounts receivable and sales tax reporting
Paladin Data Corp’s accounting calculations and reporting methods, including sales tax reporting, follow generally accepted accounting principles (GAAP) and are designed to reconcile all presented data. Understanding the timing of revenue recognition is key to understanding sales tax reporting in Paladin. Investopedia, a global corporate finance and accounting firm, provides the following summary of revenue […]
Set up remote warehouse stock on hand
Important: This feature is typically set up automatically when the client clicks Recall PO for the first time after the feature is installed. Use these steps only when the warehouse must be manually changed or set up because the automatic feature is not working or must point to a different warehouse. This feature is available […]
