Overview: Deputy Integration

Integration, Knowledge Base
Deputy simplifies the workforce management by leveraging your Paladin Point of Sale sales data to forecast sales and build optimized employee schedules. Our Webinar on integrating Paladin with Deputy can be seen here. Learn More Share daily sales to drive intelligent...

Action required to print .PDFs

Knowledge Base, Troubleshoot
June 5, 2019: Recent automatic updates from Microsoft and Adobe may prevent you from printing reports and other documents in .PDF format. The PDF document will appear correctly on your computer monitor, but will fail if you proceed to print.  What you need to do...

How to set up True Value Rewards look up options

Knowledge Base, Rewards
In the Invoice/Quote module, the True Value Rewards look up window can appear when the start of the invoice, when you start the checkout process, or both.  On the File menu, click Setup. Click the Rewards tab. To prompt for a rewards ID when you create a new invoice,...

Integration with Volusion eCommmerce

Integration, Knowledge Base
Volusion is an eCommerce platform that creates online shopping experiences. We partner with Volusion to give you the technology to grow your business through fully integrated online inventory, marketing, sales and customer management. Our Webinar on integrating with...

Best Practices: Special Orders

Knowledge Base
When you create a special order (SO) for items that you do not carry or in unusually large quantities, use the Special Order tab in the Advanced Lookup window to search for and add the items to the invoice. Then, save (store) the invoice as a Special Order. You can...

How to insert subtotals on an invoice

Invoice/Quote, Knowledge Base
When items are added or removed from the invoice, subtotals will be automatically adjusted.  The subtotal is calculated from the previous subtotal.  If no prior subtotal exists, the subtotal is calculated from the start of the invoice. In the Invoice/Quote module,...

About Profit Analyst

About, Invoice/Quote, Knowledge Base
The Profit Analyst shows you the cost, profit and margin for any line item in your invoice (Current Line values) or quote and  for the total (Invoice values). Store owners and managers can use this information to fine-tune complex quotes and when special pricing is...

How to access the Profit Analyst

Invoice/Quote, Knowledge Base
Note: An employee cannot use Profit Analyst unless they are explicitly given access. Learn more:  How to give an employee access to the Profit Analyst In the Invoice/Quote module, highlight an invoice or quote item. Do one of the following: Right-click the line item,...