Requirements: Mobile2 applications
All Mobile2 applications can be used interchangeably and can have the same username and password. IMPORTANT: A Paladin technician must enable the applications for each store. The following applications can be set up on any mobile device that supports HTML5 and has a wireless invoice display feature: Mobile2Deliver Mobile2Show Mobile2Sig Notes: The mobile device must […]
Rounding schemes
This article provides instruction and information on the following: How to set up a rounding scheme How to apply a rounding scheme to an inventory item How to set up a rounding scheme for a supplier How to set up a rounding scheme With a rounding scheme, you can round up prices set by EDI, […]
Dump SKUs
A dump stock keeping unit (SKU) is created for the following reasons: As non-inventory that has no part number to reference As a roll-up SKU for bulk commodity items, like fasteners and bolts For new items that have not been added to the inventory system For store-issued coupons Rebates Consignments Example: If a new item […]
Reference margins
You can specify a reference margin to calculate the retail price of an item by using the market cost when an item is received by an EDI process or a manually-received purchase order. When you set a reference margin, you will maintain a constant margin on an item as the market cost fluctuates. For example, […]
Perform a nightly off-site backup
Because theft, computer failure, electrical outages, and natural disasters can occur, it is vital to protect your store by maintaining backup copies of your data. Paladin sets up your system so that Scheduled Tasks in Microsoft Windows™ can automatically generate a file on Terminal-1 and place a copy on Terminal-2. That way you have two […]
Pricing Plans
Note: Paladin can run many sale types. For guidance and training, contact Customer Support. Important: For multi-stores, you must enter the same supplier name for each store. If you do not do this, you will create multiple pricing plans and sale lists. For example, do not use these variations: Sunset, sunset, sunset1, sunset2, etc. Instead, […]
Advanced Lookup
With Advanced Lookup, you can find, edit, or add the following information: Customer History Inventory Purchase Order All Name Account Number Address Phone Rewards Number Ace National Lookup (For Ace Hardware stores) Invoice Part Part + Customer Class Department Location Supplier Keyword Class Department Location Supplier Keyword This article provides instruction and information on the […]
Reports
Reports are listed in alphabetical order. Click on the title to open the KBA on that report. Note: Some of the reports are sections within KBAs. Links to these sections are on the beginning of the KBA. Report Title Accounting Detail Report Accounting Summary Report All Items Report Applied Credit History Report Bin Tag Information Report […]
Stop-Meth Pharmacy Feature
Defective items
This article provides instruction and information on the following: How to mark a returned item as defective How to mark an exchanged item as defective How to create the Defective Parts Report and remove the items from inventory How to mark a returned item as defective Note: If you or a customer find a defective […]
Set employee permissions
This article describes how to set up an employee with specified permissions to Paladin features and data. In Paladin, from the main menu, select File > Setup. Select the Employees tab. In the Employees list field, select the employee from the list or click New to add an employee. If you want the employee to […]
Administrator password reset
Important: This procedure is only for stores that use TranSentry credit card processing. Otherwise, use the Admin Access employee permission level. For a list of employee permission levels, see Set employee permissions. The administrator password must be reset every 90 days. In Paladin, from the main menu, select File > Setup. Select the Employees tab. […]
Adding a product picture/image in Paladin
Notes: You must provide the product pictures/images that you want to insert. You can display pictures/images from your store so that they appear in the following Paladin modules: Invoice/Quote PO Inventory If you have a single image that includes multiple items, you can skip steps 1-5. Open a new Microsoft Word document. On the top […]
BOGO percentage discount
With this type of sale, when customers buy one item at full price, they get an additional one at percentage off. To set up a Buy One Get One (BOGO) percentage discount: In Paladin, from the main menu, select File > Setup. Select the Sale List tab. In the Sales pane, click New. In the […]
Adjust discounts given in error
Note: Before you can adjust a discount given in error, you must have created a new department for adjustments and a new inventory item for adjustments. In Paladin, on the top ribbon, select the Invoice/Quote module. Optional: On the bottom ribbon of the module, click Advanced Lookup to search for customer account information. Enter the part […]
