Comparative Revenue Report
This article provides instruction and information on the following: How to create a Comparative Revenue report Information about the Sales Tax Detail section of the Comparative Revenue report How to set Comparative Revenue report export How to set up department groups for the Comparative Revenue report Note: Refer to the following for detailed instruction on […]
Customer Transaction Details Report
To create the Customer Transaction Details Report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need to Know. In the Report List pane, select Transaction Report. In the Choose Report pane, click F12 Next. In the Transaction Report window, in the Report […]
Transaction Details Report for In-Store Pickup purchases
To create the Transaction Details Report for In-Store Pickup purchases: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need to Know. In the Report List pane, select Transaction Report In the Choose Report pane, click F12 Next. In the Transaction Report window, […]
Ace gift cards
This article contains information and instruction on the following: How to sell an Ace gift card How to redeem an Ace gift card How to load an Ace Merchandise Credit card How to check an Ace gift card balance How to reload Ace gift cards How to return Ace gift card funds after activation How […]
Paladin export to QuickBooks
Use these instructions to map your QuickBooks general ledger accounts to Paladin accounting categories so you can transfer Paladin accounting data to your QuickBooks general ledger accounts. This can occur automatically each night using the process documented in QuickBooks desktop integration, or you can do it manually (see Performing Manual Export section in this article) […]
Multi-store: Accounts Receivable
A customer can be “owned” by a store in a multi-store system, so that the sales activity at one store will not be included in the Accounts Receivable figures of the other stores. To do this, each store must maintain a separate profile for each customer and must generate month-end statements for each store. Note: […]
Customer accounts
This article contains instruction and information on the following: How to create/add a customer account Securing Customer primary address Exiting a customer account How to delete (inactivate) a customer account How to close (write off) an uncollectible account How to exclude inactive customer accounts from Search How to set Exclude Inactive from Search by Default […]
Troubleshooting: New item does not appear with the “need bin tag” flag
When a new item does not appear with the “need bin tag” flag: In Paladin, from the main menu, select File > Setup. Select the Company tab. In the Tag Styles pane, check Force Bin tags on Additions from Obscure. Note: This setting triggers the need for a bin tag when a new item is […]
Set bin tags and shelf tags on a dedicated laser printer
To set bin tags and shelf tags on a dedicated laser printer: Open the LTSR Catalog. Determine which tags you want. In Paladin, from the main menu, select File > Setup. Select the Company tab. In the Tag Styles section, in the Default Bin Tag Style list, select the Bin Tag Format # that you […]
Percentage mark up from average, last, or market cost: Specific department, supplier, or class
To set a percentage mark up from average, last, or market cost on all items in a specific department, supplier, or class: In Paladin, from the main menu, select File > Setup. Select the Pricing Plan tab. Click New. In the Name box, enter a name for the pricing plan. Choose one of the following options: If you want […]
Percentage discount from retail: Specific department, supplier, or class
To set a percentage discount from retail on all items in a specific department, supplier, or class: In Paladin, from the main menu, File > Setup. Select the Pricing Plan tab. Click New. In the Name box, enter a name for the pricing plan. Choose one of the following options: If you want the sale to […]
Set a percentage discount on items
To set a percentage discount on items: In Paladin, from the main menu, select File > Setup. Select the Sale List tab. In the Sales pane, find the sale list and highlight it. Scroll to the Pricing Plans pane, and click Create New Pricing Plan. In the Pricing Plan tab, in the Name box, enter […]
Set specific sale price to items
To set a specific sale price to items: In Paladin, from the main menu, select File > Setup. Select the Sale List tab. In the Sales pane, find the sale list and highlight it. Scroll to the Pricing Plans pane, and click Create New Pricing Plan. In the Pricing Plan tab, in the Name box, […]
Manually add items to a sale
To manually add items to a sale: In Paladin, from the main menu, select File > Setup. Select the Sales List tab. In the Sales section, in the list of sales, highlight the sale. In the Sale Items section, click New, then enter a number in the Part Number box. In the Price box, enter the price of the sale item, then […]
Invoice line items: Tax, Def, and Net check boxes
This article provides instruction and information on the following: Overview How to change the default tax definition of a customer at checkout How to return a defective item How to prevent manual discounts from applying to net items Overview In the Invoice/Quote module, each line item includes three check boxes: Figure 1: Tax, Def, and […]
