Register Balance Report
To create a Register Balance report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > Daily Balancing. In the Report List pane, click one of the following reports: Report Balancing type Today’s Register Balance Same day Yesterday’s Register Balance Previous day Period Register Balance Time […]
Cash Drop
When you take cash from the register to move it to a safer location, the Cash Drop feature provides accurate record keeping. The following end-of-day reports include Cash Drop accounting: Report Cash Drop details Period Register Balance report See each cash drop performed. Total cash drops appear as a negative amount. The Total Cash amount […]
Multiple forms of payment at checkout
This article describes how to accept multiple forms of payment (including FLEX cards) at checkout. Note: Process the gift cards or Flexible Spending Account (FSA) cards, i.e., FLEX cards, first to determine if there will be a balance due via another payment type. In Paladin, on the top ribbon, select the Invoice/Quote module. To add […]
Quantity Price Breaks
This article provides instruction and information on the following: How to set up a prompt for a Quantity Price Break How to set up a Quantity Price Break How to create the Quantity Price Break List report How to set up a prompt for a Quantity Price Break When set, the Quantity Price Break prompt […]
Inventory On Hold
With Paladin’s Inventory On Hold feature, you can reserve an item for a pending transaction so that the available stock-on-hand (SOH) reflects the reduced quantity. To use the Inventory On Hold feature, you must create a stored transaction. You can use Inventory On Hold with the following tools: Inventory reports Suggested ordering Stock needs calculator […]
Quotes
This article provides instruction and information on the following: How to create a quote How to create a quote for services and repairs How to add parts and labor to a quote How to add a new part number to a quote after it is created How to automatically number quotes How to sell items […]
Transaction Report
To create a Transaction 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, choose the Transaction Report version: Transaction Report: Creates a PDF report and offers many report settings that allow you to search by […]
Stored transactions
This article provides instruction and information on the following: Overview Stored Transactions notice How to create a Stored Transaction How to recall or delete a Stored Transaction How to suspend a Stored Transaction How to create a Stored Transaction report Overview In Paladin’s Invoice/Quote module, in the Store Transaction window, you can enable the following […]
Payment to a charge account: Check or money order
Note to accountants: Payments by check or money order do not require printed receipts. If you are processing large quantities of checks or money orders, you can save time by using Paladin’s Customers module. In Paladin, on the top ribbon, select the Customers module. On the bottom ribbon of the module, click F1 Advanced Lookup. In the Advanced […]
Single item BOGO discount
This article includes the procedure for setting up a Buy One Get One (BOGO) discount when only a single item is involved. In Paladin, from the main menu, select File > Setup. Select the Sale List tab. In the Sales pane, click New. In the Name box, enter a name for the BOGO sale. In the ID box, […]
RepeatRewards set up
RepeatRewards is a third-party service that tracks customer data and issues redeemable coupons and sales. To set up RepeatRewards: Contact RepeatRewards Merchant Services by email (merchantservices@repeatrewards.com) and ask for the following information: Username Password Merchant ID Region ID Location ID In Paladin, from the main menu, select File > Setup. Select the Rewards tab. In […]
Email statements
This article provides instruction and information on the following: How to set up Paladin to send email statements How to email a statement Set Email delay How to print a message on emailed statements How to set company name in emailed statements Itemized Excel spreadsheet added to email statements How to turn off Excel attachments […]
Determining BOGO refund amounts
In Paladin, when an item that was part of a Buy One Get One (BOGO) sale is returned, the system returns a percentage of the retail price depending on the total amount of the discount. The following provide two examples: Buy 2 get 1 free: All items are the same price Buy 2 get 1 free: Items […]
Create a sale sign
To create signs for a sale: In Paladin, from the main menu, select File > Setup. Select the Sale List tab. In the Sales pane, click New. Enter the name of your sale in the Name box. In the Sale Items pane, click New to add items to the sale. In the Part Number box, […]
Close an uncollectible account
To close an uncollectible account: In Paladin, on the top ribbon, select the Customers module. In the Customers tab, enter or select a customer account from the Customer list. Select the Balances tab and note the total amount owed by the customer. On the bottom ribbon of the tab, select F5 Account Payment. In the […]
