Inventory, Knowledge Base, Process, Setup

SES-imagotag is a specialist in electronic shelf labeling systems. The group designs and markets all of its system’s components (software, radio-frequency infrastructure, labels and mountings). With SES-imagotag’s electronic shelf label (ESL) system, product pricing is automatically updated whenever a price is changed in Paladin. Electronic display modules are attached to the front edge of retail […]

Post-covid Inventory Check

Inventory, Knowledge Base, Process

As we all know, supply chains were severely impacted because of the Covid pandemic. But, now that things are getting back to normal, we suggest you examine your inventory and stock on hand. Using Paladin’s Master Report, you can filter for items that have not been ordered for quite some time and check stock on […]

Paid-in, Paid-out, Cash drop

Invoice/Quote, Knowledge Base, Process

Note: To perform a Paid-In, Paid-Out, or Cash drop function, the user will need Manager Override enabled as an employee permission. If this is not enabled, the process will not work. To perform a Paid-in, Paid-out, Cash drop: In Paladin, on the top ribbon, select the Invoice/Quote module. On the bottom ribbon of the Invoice/Quote […]

Seasonal Items

Invoice/Quote, Knowledge Base, Process, Purchase Orders, Setup

This article provides instruction and information on setting up Seasonal sales. In Paladin, on the top ribbon, select Inventory module. Enter the part to recall in the Part # box. Press Enter. Select the Order Control tab. In the Seasonal Dates pane, check Seasonal. Set the Begin Date. Note: This should be the date you […]

Product Pictures/Images

EDI, Inventory, Knowledge Base, Process, Setup

How to enable product pictures/images to be viewed in Advanced Lookup Images of parts can be downloaded to your computer and then viewed through Advanced Lookup in either the Invoice/Quote module or the Inventory module. When set up, the function will run 10 minutes nightly adding or updating images.  Feature Available To Requirements Ace EDI […]

How to run End of Day reports

Commerce, Knowledge Base, Policy, Process, Reports

There are two reports that Paladin recommends you run daily to help with your closing procedures: Today’s Register Balance Today’s Comparative Revenue Report Paladin also suggest you backup your database on a regular basis. For information on this, refer to: How to backup and copy a Paladin database to a USB drive Today’s Register Balance […]

Remote Stock Check (RSC)

Commerce, Inventory, Knowledge Base, Process, Setup

The Remote Stock Check (RSC) feature provides: Real-time remote stock on hand (SOH) information Sorting POs by availability Adjusting order quantities before buying Efficient ordering This article provides instruction and information on the following: Setting up RSC in Paladin Get real-time RSC stock on hand for any inventory item Sort purchase order by RSC availability […]

Accounting: ACH option

Accounting, Knowledge Base, Reports, Setup

To include Automated Check Handling (ACH) data in the GL Summary, the following must be set: In Paladin, from the main menu,, select File > Setup. Select the Accounting tab. In the Asset Accounts pane, check Include ACH. Enter the ACH account number in the ACH Account box. Click Save, and then click Close. Figure […]

BlockChyp: Credit card reconciliation

Commerce, Knowledge Base, Policy, Process, Reports

To maintain accurate accounting and to catch and fix problems before they affect your business and customer relationships, you must reconcile your Paladin, debit, gift, and credit card sales with your credit card processor’s records every business day. If you are enrolled in BlockChyp’s Cash Discount program, reconciliation is important to ensure any refunds are […]