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. […]

BOGO dollars-off sales

Inventory, Knowledge Base, Setup

To set up Buy One Get One (BOGO) dollars-off sales: 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, enter a unique identification for the sale. In the Source box, nothing is required. Select […]

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 […]

Do It Best Rewards

Knowledge Base, Rewards

This article provides instruction and information on the following: How to upload a file to Do It Best How to sign up a Do It Best Rewards customer Do It Best National Lookup How to redeem a Do It Best coupon   How to upload a file to Do It Best On the client’s computer, […]

Credit cards and gift cards

About, Commerce, Customers, Knowledge Base, Policy, Process, Setup

This article provides instruction and information on the following: How to add a credit card on file on Ingenico all-in-one credit card devices How to create the credit card deposit report How to create the Voided Credit Card Transaction report How to look for a failed VOID caused by a canceled payment card transaction How […]

Create year-end reports

Knowledge Base, Reports, Setup

The Accounting Summary Report and the Inventory Valuation Summary Report are required for tax purposes. The results occur in real time, which means that they are only valid on the precise time and day that they were produced. If you miss the calendar year-end or fiscal year-end deadline for creating the reports, contact Paladin Customer […]