How to set the minimum margin for a department

Knowledge Base, Setup

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 insert subtotals on an invoice

Invoice/Quote, Knowledge Base

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 […]

How to set a reference margin on a non-inventory item so the Profit Analyst will calculate the profit

Inventory, Knowledge Base

The Profit Analyst uses the reference margin on non-inventory (dump SKU) items to calculate the profit for these items. Click the Inventory module. Search for and display the non-inventory item. Click the Pricing tab. In the ItemCost pane, in the Avg Cost box, enter 0.00. In the Pricing pane, in row 1, set the Ref value to the reference margin value. Do not include the percentage […]

About Profit Analyst

About, Invoice/Quote, Knowledge Base

The Profit Analyst shows you the cost, profit and margin for any line item in your invoice (Current Line values) or quote and  for the total (Invoice values). Store owners and managers can use this information to fine-tune complex quotes and when special pricing is required. Note: An employee cannot use Profit Analyst unless they […]

How to access the Profit Analyst

Invoice/Quote, Knowledge Base

Note: An employee cannot use Profit Analyst unless they are explicitly given access. Learn more:  How to give an employee access to the Profit Analyst In the Invoice/Quote module, highlight an invoice or quote item. Do one of the following: Right-click the line item, and then select Profit Analyst. Press and hold Alt and then press A. (Alt + A) On […]

How to give an employee access to the Profit Analyst

Knowledge Base, Setup

IMPORTANT:  Only people with explicit access to employee information can give an employee access to the Profit Analyst. On the File menu, click Setup. On the Employees tab, highlight the employee that needs access. In the Access Level pane, click to select the Profit Analyst check box. Click Save. Learn more:  How to set up employee permissions

How to allow changes to a special order

Knowledge Base, Setup

On the File menu, click Setup. Click the Company tab. In the Special Orders pane, select the Allow Special Orders to Be Edited checkbox. Click Save, and then click Close. Important:  Before you edit a special order, be aware of the following: If you modify a special order item price or quantity, or make other […]

EDI: How to set up RF Inbound Receiving for EDI suppliers

EDI, Knowledge Base, Setup

Open Paladin Point of Sale. On the File menu, click Setup. In the Paladin Configuration window, click the Company tab. In the RF Terminals pane, select the Enable Inbound Receiving checkbox. Click Save, and then click Close. When you have this feature set up, refer to this KBA:  EDI:  How to process an EDI supplier […]

Troubleshooting: Customer’s statement will not print

Knowledge Base, Troubleshoot

Problem:  A customer’s statement did not print Reasons why this may be happening: The customer has a zero balance. The customer has a credit balance, but the Include Credit Balance Statements checkbox is not selected in the Receivables tab in the Paladin Configuration window.  Select the Include Credit Balance Statements checkbox. The Create month-end statement? checkbox is not selected for the customer in the Customers   […]

Troubleshooting: Error message in Adobe Reader XI

Knowledge Base, Troubleshoot

Problem:  Adobe Reader XI is installed and was used to open some PDF files, and Microsoft Windows displayed this type of error message*:  unknown software exception (0xc0000409) occurred in the application at location 0x0041240b Solution:  Open Adobe, and then do the following: Select Edit, select Preferences, select Security (enhanced). Select the Sandbox protections checkbox. Remove the Enable […]

How to manage obscure inventory access for a supplier

Knowledge Base, Setup

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 […]