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 […]

Legacy: Voiding Invoices

Accounting, Invoice/Quote, Knowledge Base, Process

Legacy void functionality alters the original invoice in the past and makes no attempt to reverse a credit card transaction. It also requires manual update of external accounting systems. The legacy functionality provides less traceability of the void, which can open the store to possible fraud. Historical reports are not accurate after an invoice is […]

Best Practice: Voiding invoices

Customers, Invoice/Quote, Knowledge Base, Process

Stores need precise accounting to ensure profitability and excellent customer service. This includes the ability to track accounts receivable with timeliness and accuracy. However, some circumstances and business processes create a legitimate need to correct transactions that were completed in the past. However, making changes to historical data, if not done correctly and with due […]

LabelJoy

Knowledge Base

LabelJoy can be purchased at: https://www.labeljoy.com/purchase/ Use Paladin’s 20% discount code ON724D. There are five (5) steps to set up LabelJoy. Step 1  Navigate to H:\Squads\Squad1, copy the LabelJoy folder, then paste it to the client’s PC. Step 2 Open the LabelJoy folder and double click on the format you intend to print to (options […]

Net Promoter Score

Commerce, Knowledge Base, Process, Setup

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 […]

Remote Manager Approval

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

As managers, you are often all around the store and not always available to assist cashiers and other employees with a variety of issues, such as erroneous entries made to an inventory item’s Avg Cost and/or its stock on hand quantities, bulk price changes, voiding an invoice, return items, discount items at checkout, and so […]