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: Orgill Impact eCommerce™

Commerce, eCommerce, Inventory, Knowledge Base, Process, Setup

Orgill Impact eCommerce™ is a B2B2C commerce solution that allows Orgill to manage the online stores of its retail hardware customers. It provides a centralized platform for managing product data and integrations, while also allowing individual distributors to customize their stores. This integrated eCommerce platform provides pricing and availability to supported POS systems as well […]

Drop Ship: Do It Best

EDI, Inventory, Knowledge Base, Process, Setup

Efficient inventory management allows clients to spend more time with customers while maintaining clean inventory data. To this end, Paladin can now process Do It Best (DIB) drop ship invoices, also called Direct Ship invoices. Direct Ship invoices are created when a store orders items that are drop shipped from another supplier but invoiced through […]

Invoices Due Upon Delivery

Invoice/Quote, Knowledge Base, Process, Setup

To strengthen customer relationships and enhance service, Paladin now allows stores to choose to charge customers’ accounts on the delivery date instead of the purchase date. Charge accounts will reflect purchases on the delivery day. Customer accounts will only show due amounts for delivered products. To set up this option: In Paladin, from the main menu, select […]