National Type Evaluation Program (NTEP) Certificate of Conformance (CC) and Paladin UM setup

Knowledge Base, Policy, Process, Reference, Setup

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

Knowledge Base

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.  Note: Ace ISPU […]

PaladinShop™ Item visibility explained

eCommerce, Inventory, Knowledge Base, PaladinShop, Process

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

Knowledge Base, Process, Reports, Setup

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 […]

Troubleshooting: QuickBooks Desktop

Accounting, Knowledge Base, Process, Troubleshoot

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, clients may need to change the view to show hidden folders.  […]

Ace Hardware: SodaStream CO2 Cylinder Program

Ace Hardware, eCommerce, Knowledge Base, Process, Setup

This article provides information and instruction for selling SodaStream through Paladin and Acehardware.com: Overview Steps prior to selling SodaStream SodaStream Program Store Procedure Overview SodaStream allows your customers to enjoy the freshness and convenience of homemade soda with several benefits: Protect the environment No heavy bottles to carry, store at home or throw away Fizz […]

Whitelisting: Paladin

Best Practices, Knowledge Base, Policy

This article covers all whitelists for the Paladin database, network, and anti-virus, to employ when clients have their own managed services technician or group. A PDF of this article is available to download by clicking on this link: Paladin Whitelisting Paladin Whitelist For internal communications between client’s PCs and Paladin’s database, open the following ports […]

Ace Rewards: Coupon presentation

Ace Hardware, Knowledge Base, Rewards, Setup

There are three (3) options on presentation of available Ace Rewards Coupons. These options control a presentation on the checkout screen of invoice purchase. Always Show Customer Coupons – presents a list during checkout with all valid customer coupons, which can be applied to an invoice. Button to Look Up Customer Coupons – presents a […]

Associated Wholesale Grocers (AWG) EDI

EDI, Knowledge Base, Setup

Associated Wholesale Grocers, Inc. (AWG) is the nation’s largest cooperative food wholesaler to independently owned supermarkets, serving 1,100 member companies and 3,500 locations throughout 33 states from 9 wholesale division support centers. In addition to its cooperative wholesale operations, the company also operates subsidiary companies that provide certain real estate and supermarket development services, and […]

Towne Mailer integration

Integration, Invoice/Quote, Knowledge Base, Process, Setup

Paladin integration with Towne Mailer allows stores to connect to Towne Mailer’s FTP site and upload statements in XML formatting. Towne Mailer will then provide formatting, design, and mailing services for paper statement mailings. To set up Towne Mailer: In Paladin, from the main menu, select File > Setup. Select the ExternalSync tab. In the […]

eCommerce: PaladinShop™ setup and order fulfillment process

eCommerce, Knowledge Base, PaladinShop, Process, Setup

PaladinShop™ is your online storefront and customer self-service portal, included with Paladin Point of Sale. With PaladinShop, you can: Showcase your inventory online Sell products online for in-store pickup Allow customers to view and reprint invoices and statements Enable customers to make online account payments Provide detailed product information supplied by your vendors PaladinShop is […]