Do It Best Rebate setup
When a vendor offers rebates on their products through Do It Best (DIB), they send credit SKUs. For this KBA, we are using a promotion given by Scotts for their lawn care products. Figure 1 shows the rebates offered by Scotts (by month). Under the SKU column is the SKU that should be in the […]
Microsoft Excel ODBC Wizard
Many software products that store data are Open Data Base Connectivity (ODBC) compliant, allowing users to gain access to data contained in database tables. ODBC is a standard Application Programming Interface (API) for accessing disparate databases. When using ODBC, the user has the ability to access data from a number of different databases, including Firebird, […]
Top selling items in inventory
The following is an enhancement to the Inventory Count List Report KBA, showing how to use the report to determine your store’s top selling items. In Paladin, from the top ribbon, select the Reports module. In the Report Area pane, select Inventory > General. In the Report List pane, select Inventory Count List. Note: You […]
Order Management: Edit and modify managed orders
Currently in Paladin, when a quote becomes an order, the item quantities and prices are fixed and cannot be changed. This safeguard ensures that a customer always receives the quoted price for an order item, but that this price is only good for the quoted amount. If additional amounts of an order item (beyond the […]
RF Unit: 15 line functionality
RF Unit 15 line functionality (introducing dynamic prompts) is an enhancement to the current 6 line functionality. All current functions of the RF Unit in Paladin remain the same; clients currently using the RF 6 line functionality have the option to continue using that functionality or utilize some or all of the RF 15 line […]
PaladinNsight™ Clearance function
Using the PaladinNsight™ dashboard, clients can set up clearance items. PaladinNsight™ is located in Paladin’s Inventory module on the Inventory tab. If you are a manager or other high-level employee, it will automatically appear on your PaladinNsight™ dashboard. This article provides instruction and information on the following: Paladin Configuration: Setting up Clearance Setting clearance items […]
QuickBooks Accounting Guidelines
This article is written to provide Paladin TSRs general accounting information to provide to clients with questions on the integration between Paladin and QuickBooks. Figure 1 provides high-level accounting types and subtypes underneath each. Figure 1: High-level accounting types and subtypes Debits and credits are utilized in recording the transactions to ensure that all entries […]
Buttery images
Images of parts can be downloaded and then viewed through Advanced Lookup in either Paladin’s Invoice/Quote module or Inventory module. Feature Available To Requirements Buttery suppliers Database version 4.67 For Buttery setup: On a terminal dedicated for keeping images, open Paladin. From the main menu, select File > Set Up. Select the Company tab. In […]
Do It Best images
Do It Best stores have access to Do It Best product images directly inside of the Paladin application. After initial setup, images can be viewed through the Invoice/Quote module and the Advanced Lookup window in the Invoice/Quote, Inventory, or PO modules. Paladin setup Paladin Version 2.2404.7096.1 and above is required. By default, inventory images provided […]
Ace images
Images of parts can be downloaded and then viewed through Advanced Lookup in either Paladin’s Invoice/Quote module or Inventory module. Feature Available To Requirements Ace suppliers Database version 4.67 For Ace setup: On a terminal dedicated for keeping images, open Paladin. From the main menu, select File > Set Up. Select the Company tab. In […]
True Value images
True Value stores have access to True Value’s product images directly inside of the Paladin application. After initial setup, images can be viewed through the Invoice/Quote module and the Advanced Lookup window in the Invoice/Quote, Inventory, or PO modules. Paladin setup Paladin Version 2.2404.7096.1 and above is required. By default, inventory images provided by True […]
Inventory Count List Report
To create an Inventory Count List report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > General. In the Report List pane, select Inventory Count List. In the Choose Report pane, click F12 Next. In the Inventory Count List window, set your report parameters in the […]
Paladin Cloud™
Paladin provides cloud-based storage for documentation, invoice signatures, images and videos, and also includes document scanning tools and built-in document retention features. PO Documents Customer Documents Delivery Images Invoice Signatures Supplier’s Inventory Images Adding the supplier’s images Store’s Inventory Images Adding the store’s images Viewing Inventory Images in Paladin PO Documents With PO Documents checked, […]
Benjamin Moore EDI
This article provides the following instruction and information: How to send a purchase order to Benjamin Moore How to download and process Benjamin Moore EDI files Note: After successfully downloading EDI, follow the steps in the following KBA to generate your bin tags or shelf tags: Batch and print EDI price changes on full sheet […]
Internal Cash Discount
Paladin offers you the ability to apply cash discounts to your invoicing. Important: You are solely responsible for properly investigating applicability of cash discounting programs in your state. This is particularly important for the following states that Paladin is aware of having provisions that may prohibit use of Paladin’s Internal Cash Discount feature. California Colorado […]
