Set minimum margin for a department
To set the minimum margin for a department: In Paladin, from the main menu, select File > Setup. Select the Dept tab. 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 the department that you want to edit. When […]
Insert subtotals on an invoice
The Insert Subtotal option allows customers to break their invoices in to job categories (electrical, plumbing, etc.), or by their clients/jobs (West job, John Doe, etc.). You must enter, in sequence, the items you want for a subtotal. When done entering items in sequence, you need to enter at least one item that is not […]
Ace Hardware: 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 customer account information for your enrolled Ace Reward customers at any time. Customer type selections are included in this upload. To upload Paladin customer account information to Ace Hardware Corporate: In Paladin, on the top menu, select […]
Pharmacy: Consultation signatures
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 will associate the pharmacist’s signature with the consultation results. When a Transaction Report is […]
Manage obscure inventory access
Many suppliers provide an all-item catalog that can be imported into Paladin 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: In Paladin, from the main menu, select File > Setup. […]
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, […]
Display Description 2 on original invoice
When you add the item to an invoice, Paladin displays 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 creating an invoice. Notes: Description 2 will always be printed on the original invoice or receipt. Because the […]
SynTech FuelMaster EDI
With the Syntech FuelMaster integration, you can sell fuel 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 Management™ system, which forecasts future fuel needs based on your […]
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 […]
Set initial sort order for recalled transactions
In the Recall Transaction window of Paladin’s Invoice/Quote module, 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 Note: For multi-stores, the default sort is by store number. To set the initial sort order for recalled transactions: In Paladin, from […]
Invoice/Quote module Quick-access menu
When in Paladin’s Invoice/Quote module, and right-click on an item, the following menu opens: Figure 1: Invoice/Quote menu The following provides the function of each menu item: 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 […]
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.
Capital One Trade Credit Integration
This article provides instruction and information on the following: About Capital One Trade Credit integration Capital One points of contact What to do before the Capital One Trade Credit integration can occur How to determine if you have the Capital One Trade Credit integration already turned on How to set up Capital One Trade Credit […]
View customer’s authorized signers in Excel
The View in Excel feature automatically creates an Excel view of frequently-requested customer data, which eliminates the need to transcribe the information manually. From Excel, you can easily print, email, and share information with customers or other software programs. The Excel view is editable so you can edit the data before you print, share, or […]
Mid-Month Statement
To create a Mid-Month Statement: In Paladin, on the top ribbon, select the Reports tab. In the Report Area pane, select Accounts Receivable > Statements. In the Report List pane, select Mid-Month Statements. In the Choose Report pane, click F12 Next. In the Report Settings pane, on the Search by line, do one of the […]
