Create Sale signs in the Inventory module

Inventory, Knowledge Base, Process, Taxes

Note: To view samples of sign styles and sign sizes, refer to the LTSR catalog. To create a sale sign in the Inventory module In Paladin, on the top ribbon, select the Inventory module. Enter or scan the barcode of the part number for the sale sign that you want. Press Enter. Open the General […]

Order Manager: Turn quotes into orders

Inventory, Invoice/Quote, Knowledge Base, Process

When a quote becomes an order, the item quantities and prices are fixed and cannot be changed. This safeguard ensures that a customer always receives the quoted price for an order item, but that this price is only good for the quoted amount. If additional amounts of an order item (beyond the quoted quantity) are […]

Round up for charity

About, Commerce, Customers, Invoice/Quote, Knowledge Base, Process, Setup

This article provides instruction and information on the following: About Round up for charity How to set up the Round up for charity feature How to add charities How to select the charities that appear at checkout How to use the Round up for charity feature to collect donations Charitable contribution totals in the Comparative […]

United Hardware: Market Promo ordering system

Knowledge Base, Maintain, Purchase Orders

Note: This feature only applies to stores that use United Hardware as an EDI supplier. This article provides instruction and information on the following:  Overview United Hardware Market Promo ordering system Overview The United Hardware Market Promo ordering system condenses the large comprehensive United Hardware Market Promo price list into a short summary, customized for the […]

Receiving Report

Knowledge Base, Process, Reports

The Receiving report provides information about non-sale events that affect your inventory stock on hand (SOH), such as EDI and manual receiving. When you run the report, you can choose which non-sale events to include (see table below). By default, the Receiving report only shows information about items on received purchase orders.  To create a […]

Bin Tag Information File Report

Knowledge Base, Process, Reports, Setup

To create the Bin Tag Information File report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, click Inventory > Labels. In the Report List pane, click Bin Tag Information File. In the Choose Report pane, click F12 Next. In the Settings pane, specify the inventory that you want […]

Shrinkage Report

Knowledge Base, Reports, Setup

The Shrinkage Report shows a list of all manual stock-on-hand (SOH) updates that are not related to sales. You can use this report to find deleted and discontinued items. To create the Shrinkage Report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > Performance Analysis. In […]

Inventory Master Report

Inventory, Knowledge Base, Process, Reports, Setup

The Inventory Master report provides active inventory details including price, margin, stock on hand (SOH), and inventory sales totals for any supplier.  To create the Inventory Master report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > General. In the Report List pane, select Master Report. […]

Salesperson Exception Report

Knowledge Base, Reports, Setup

The Salesperson Exception Report provides a list, sorted by employee, of all price overrides, manual discounts, and negative quantities sold during a specified time period. To create the Salesperson Exception Report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need To Know. […]

BOGO dollars-off sales

Inventory, Knowledge Base, Setup

Note: It is recommended to have a Paladin TSR help set up this feature. With this type of sale, two different sale lists can be mixed and matched. Companies that want to promote two expensive products from two different groups will often give that customer a fixed dollar amount off for purchasing an item from […]

RF Units

About, Inventory, Invoice/Quote, Knowledge Base, Process, Setup

The following provides instruction and information on RF units: Setup: How to set employee RF unit access How to assign RF printers How to hide retail in a PO on RF terminal How to enable Inbound Receiving for the RF Unit How to set up bin tags and shelf tags on a dedicated printer with […]

Paladin’s Knowledge Base library

Knowledge Base, Reference

In Paladin’s Help Portal (https://portal.paladinpos.com), the Knowledge Base library provides articles (KBAs) on all of Paladin’s features and functions. Most articles are “Public” facing, but there are also “Internal” articles for Paladin support only. If you are looking for information and cannot find a KBA, contact Paladin support for their assistance. To search the Knowledge […]