Microsoft Report Builder: Create a custom report
Note: Before following these procedures, Paladin Support must set up the open database connection (ODBC) and template for the Microsoft Report Builder. If you are not sure that the setup has been done, contact Paladin Support for assistance. With the Microsoft Report Builder, you can create and maintain customized reports with access to all store-level […]
Verify a prior nightly upload
To verify a prior nightly upload occurred: In Paladin, from the top menu, select Maintain > Data Viewer. In the Data Viewer window, click the Rewards tab. In the Starting box, verify the date: Today’s Date indicates that the previous nightly upload was successful. Yesterday’s Date indicates that the previous nightly upload did not occur. […]
White Paper: Inventory as an Investment
As store owners, we must purchase products before we have anything to sell. We are truly investors more than we are shop-keepers; but instead of a tidy, manageable investment portfolio, we have tens of thousands of inventory items to manage. Inventory profitability and GMROI While there are many ideas about what makes a store profitable, […]
Microsoft Access Templates
With the Microsoft Access Templates, you can create and print labels, tags, signs, and reports from within Paladin. This article provides instruction and information on the following: How to download the Microsoft Access Templates How to select/print/reset bin tags using Microsoft Access How to create reports with the Microsoft Access Templates How to download the […]
Best Practices: Backing up data
View inventory on Paladin’s mobile access website
To view inventory on Paladin’s mobile access website Go to mobile.paladinpos.com Enter your email address and password. If you operate a multi-store, in the Select Store list, select your store. In the Inventory Lookup box, enter a part number, then click the magnifying glass. The following categories appear: Quantity Sales Financial Costs & Prices Forecast To […]
View store performance on Paladin’s mobile access website
To view store performance on Paladin’s mobile access website: Go to mobile.paladinpos.com. Enter your email address and password. If you operate a multi-store, in the Select Store list, select your store. Click the arrow next to Store Performance. A comparison of today’s performance and last year’s performance on the same date appear. To see a detailed […]
Cencora (formerly Amerisource Bergen) EDI
This article includes procedures to be performed in the following order: How to send a purchase order and download an acknowledgement file How to receive Invoice 810 files How to receive Price Change 832 files How to receive Acknowledgement 855 files Note: After successfully downloading EDI, follow the steps in the following KBA to generate […]
Associated Food Services EDI
This article provides instruction and information on the following: How to set up the Associated Food Services Store link How to download and process the invoice file in Paladin How to download the Price Change file from Associated Food Services How to process the Price Change file in Paladin Note: After successfully downloading EDI, follow […]
How to set up a shopping bag fee
To encourage customers to bring their own reusable bags, some cities, counties, and states are implementing a tax or fee on each paper bag and plastic bag that is requested at checkout. Stores that are using Paladin must be set up to charge a fee for each bag and show the total amount of fees […]
Customer messages
In Paladin, you can create messages for many purposes, including the following: Upsell products and services Broadcast upcoming events for your store or community Show support for local charities Promote in-store loyalty program Send customers to a webstore or social media sites Protect your company from liability issues by providing information, including the following: Legal […]
All Items Report
Note: This report can only be created in PDF format. It will look similar to the format of the Suggested Order Report. In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > Purchase Order. In the Report List pane, select Suggested Order Report. In the Choose Report pane, click F12 Next. In the Suggested […]
House Hasson EDI
This article provides instruction and information on the following: How to send a purchase order to House Hassen How to process House Hasson EDI files in Paladin Note: After successfully downloading EDI, follow the steps in the following KBA to generate your bin tags or shelf tags: Batch and print EDI price changes on full […]
Flex cards
This article provides instruction and information on the following: Background information How to process a Flex card that is swiped How to process a Flex card that is manually entered Returns to FSA accounts How to add a new Flex card to store on file How to process a Flex card that is stored on […]
Export an employee list into an Excel spreadsheet
You can export employee information into a Microsoft Excel spreadsheet with the following column headers: First name Last name ID Active Figure 1: Employee list Column headers Note: You must have Microsoft Excel 2007 or later installed on your computer. To export the employee list into an Excel spreadsheet: In Paladin, from the main menu, […]
