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 Filemenu, 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 your […]
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 […]
How to set a reference margin on a non-inventory item so the Profit Analyst will calculate the profit
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
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
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
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 view item inventory costs and prices by MBF, MSF, or ton
You can view item costs in thousand board feet (MBF), thousand square feet and tons in your inventory and on purchase orders by setting the Cost By: value on the inventory item. When you use this feature, you have the additional option to show prices in these units on invoices and quotes. This is especially […]
How to allow changes to a special order
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 […]
How to upload Paladin Point of Sale 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 […]
EDI: How to set up RF Inbound Receiving for EDI suppliers
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 […]
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 […]
Troubleshooting: Customer’s statement will not print
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
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
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 […]
