How to set the minimum margin for a department
Click File, and then click Setup. Click the Dept tab. If you have multiple stores, in the list of stores, highlight the store where you want to make the change. If you have multiple stores, in the list of stores, highlight the store where you want to make the change. In the list of departments, highlight […]
How to turn on the authorized signer and PO number options for all credit card purchases
On the File menu, click Setup. Click the Credit Card tab and enter your admin password (if requested). Select the Enable Auth Signer for all Credit Card Transactions checkbox. Note: If this option is selected, you can enter an authorized signer for any customer who pays with a credit card. If you want to limit this feature to customers in […]
How to insert subtotals on an invoice
When items are added or removed from the invoice, subtotals will be automatically adjusted. The subtotal is calculated from the previous subtotal. If no prior subtotal exists, the subtotal is calculated from the start of the invoice. In the Invoice/Quote module, right-click an invoice line item, and then select Insert Subtotal. The subtotal will be inserted above […]
Ace Hardware: How to upload Paladin customer account information to Ace Hardware Corporate
To make sure your Ace Rewards customers are synced with Ace Hardware Corporate, you can upload Paladin Point of Sale customer account information for your enrolled Ace Reward customers at any time. Customer type selections are included in this upload. Open Paladin Point of Sale. On the Maintain menu, click Data Viewer. Click the […]
Pharmacy: How to set up the pharmacy consultation to include signatures from a pharmacist
When this feature is set up, sales representatives can identify the status of a pharmacy consultation provided to a customer. The status will be a permanent record on the customer invoice, the pharmacist’s employee record, and in the store’s data. Paladin Point of Sale will associate the pharmacist’s signature with the consultation results. The Transaction […]
How to manage obscure inventory access for a supplier
Many suppliers provide an all-item catalog that can be imported into Paladin Point of Sale using an Electronic Data Interchange (EDI) process. Catalog items that are not in active inventory are called obscure inventory items. If your store is set up with EDI, you can follow these steps: On the File menu, click Setup. Click […]
Email Manager
Today’s customers are increasingly interested in receiving invoices and other correspondence through email. Paladin supports this by including email options for quotes, invoices, purchase orders, statements, and more. Email Manager offers a consistent email experience throughout Paladin. When you use the email feature to manually email invoices, quotes, purchase orders, sales history, and other information, […]
How to display Description 2 on the original invoice
When you add the item to an invoice, Paladin Point of Sale can display the inventory item’s Description 2 text (from the Inventory module) in the Description box. When this feature is turned on, a salesperson can view Description 2 when s/he is creating an invoice. Description 2 will always be printed on the original […]
How to change the dates for Ace Hardware Dynamic Promotions
IMPORTANT: This feature only applies to Ace Hardware stores. When Ace Hardware Dynamic Promotions are set up in Paladin Point of Sale, the promotion sale dates are specified in two ways: In the pricing plan Individually for each item in all sale lists that are included in the pricing plan Tip: Sales list item dates, when […]
SynTech FuelMaster EDI
This article provides instruction and information on the following: How to send and receive files How to send and receive files The Syntech FuelMaster invoice file must be accessible from the Paladin terminal where you perform EDI processing, and you must know the file location. As each invoice is processed, status messages will appear. When […]
Syntech FuelMaster
With the Syntech FuelMaster integration, you can sell fuel at gas pumps that are outside of your store front, and do the following: Attach Syntech FuelMaster invoices to Paladin customer accounts. Add Syntech FuelMaster charge purchases to a customer’s account balance. Manage Syntech FuelMaster fuel purchases as inventory items. Benefit from Paladin’s Market Driven Inventory […]
User’s Guide: Mobile2Checkout app
The Mobile2Checkout app allows you to sell from anywhere with an internet connection. Available for any Android device, the app’s intuitive design and easy-to-learn interface lets you make sales and process returns. The app supports payment using cash and credit cards (WorldPay processing and uDynamo card reader required). New Mobile2Checkout features may require an app […]
How to set the initial sort order for recalled transactions
In the Recall Transaction window, you can choose how quotes (and other recalled transactions) are initially sorted: By date from newest to oldest (This is the default.) Alphabetically by name On the File menu, click Setup. In the Paladin Configuration window, click the Invoice (Store) tab. In the Invoices pane, in the Recall Transaction Default Sort […]
Overview: Quick-access (right-click) menu in the Invoice/Quote module
Right-click any line item on an invoice to get immediate access to these commonly-used tasks and tools. Select this menu option To do this Insert Line Item Insert a blank line item above the selected line item. Benefit: Insert a line-item anywhere in the invoice. Delete Line Item Delete the selected line item. Benefit: […]
Improve your customer experience and increase revenues with our updated Delivery functionality
Scheduling deliveries in Paladin is easier than ever with updated functionality and a more intuitive user interface.
