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...
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,...
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,...
How to set a reference margin on a non-inventory item so the Profit Analyst will calculate the profit
Inventory, Knowledge Base
The Profit Analyst uses the reference margin on non-inventory (dump SKU) items to calculate the profit for these items. Click the Inventory module. Search for and display the non-inventory item. Click the Pricing tab. In the ItemCost pane, in the Avg Cost box, enter...
The Profit Analyst uses the reference margin on non-inventory (dump SKU) items to calculate the profit for these items. Click the Inventory module. Search for and display the non-inventory item. Click the Pricing tab. In the ItemCost pane, in the Avg Cost box, enter...
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...
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,...
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,...
How to give an employee access to the Profit Analyst
Knowledge Base, Setup
IMPORTANT: Only people with explicit access to employee information can give an employee access to the Profit Analyst. On the File menu, click Setup. On the Employees tab, highlight the employee that needs access. In the Access Level pane, click to select...
IMPORTANT: Only people with explicit access to employee information can give an employee access to the Profit Analyst. On the File menu, click Setup. On the Employees tab, highlight the employee that needs access. In the Access Level pane, click to select...
How to view item inventory costs by MBF, MSF, or ton
Inventory, Knowledge Base
You can view item costs in different units, such as thousand board feet (MBF) and tons, in both the Inventory and P.O. (purchase order) modules. These wizards are especially useful for products that are priced by suppliers in a different unit of measure than you use...
You can view item costs in different units, such as thousand board feet (MBF) and tons, in both the Inventory and P.O. (purchase order) modules. These wizards are especially useful for products that are priced by suppliers in a different unit of measure than you use...
How to allow changes to a special order
Knowledge Base, Setup
On the File menu, click Setup. Click the Company tab. In the Special Orders pane, select the Allow Special Orders to Be Edited checkbox. Click Save, and then click Close. Important: Before you edit a special order, be aware of the following: If you modify a special...
On the File menu, click Setup. Click the Company tab. In the Special Orders pane, select the Allow Special Orders to Be Edited checkbox. Click Save, and then click Close. Important: Before you edit a special order, be aware of the following: If you modify a special...
How to upload Paladin Point of Sale customer account information to Ace Hardware Corporate
Ace Hardware, Knowledge Base, Rewards
To make sure your Ace Rewards customers are synced with Ace Hardware Corporate, you can upload Paladin Point of Sale customer account information for your enrolled Ace Reward customers at any time. Customer type selections are included in this upload. Open Paladin...
To make sure your Ace Rewards customers are synced with Ace Hardware Corporate, you can upload Paladin Point of Sale customer account information for your enrolled Ace Reward customers at any time. Customer type selections are included in this upload. Open Paladin...
EDI: How to set up RF Inbound Receiving for EDI suppliers
EDI, Knowledge Base, Setup
Open Paladin Point of Sale. On the File menu, click Setup. In the Paladin Configuration window, click the Company tab. In the RF Terminals pane, select the Enable Inbound Receiving checkbox. Click Save, and then click Close. When you have this feature set up, refer to...
Open Paladin Point of Sale. On the File menu, click Setup. In the Paladin Configuration window, click the Company tab. In the RF Terminals pane, select the Enable Inbound Receiving checkbox. Click Save, and then click Close. When you have this feature set up, refer to...
Pharmacy: How to set up the pharmacy consultation to include signatures from a pharmacist
Knowledge Base, Pharmacy, Setup
When this feature is set up, sales representatives can identify the status of a pharmacy consultation provided to a customer. The status will be a permanent record on the customer invoice, the pharmacist’s employee record, and in the store’s data. Paladin Point of...
When this feature is set up, sales representatives can identify the status of a pharmacy consultation provided to a customer. The status will be a permanent record on the customer invoice, the pharmacist’s employee record, and in the store’s data. Paladin Point of...
Troubleshoot: Customer’s statement will not print
Knowledge Base, Troublshoot
Problem: A customer’s statement did not print Reasons why this may be happening: The customer has a zero balance. The customer has a credit balance, but the Include Credit Balance Statements checkbox is not selected in the Receivables tab in the Paladin...
Problem: A customer’s statement did not print Reasons why this may be happening: The customer has a zero balance. The customer has a credit balance, but the Include Credit Balance Statements checkbox is not selected in the Receivables tab in the Paladin...
Troubleshoot: Error message in Adobe Reader XI
Knowledge Base, Troublshoot
Problem: Adobe Reader XI is installed and was used to open some PDF files, and Microsoft Windows displayed this type of error message*: unknown software exception (0xc0000409) occurred in the application at location 0x0041240b Solution: Open Adobe, and then do the...
Problem: Adobe Reader XI is installed and was used to open some PDF files, and Microsoft Windows displayed this type of error message*: unknown software exception (0xc0000409) occurred in the application at location 0x0041240b Solution: Open Adobe, and then do the...
How to manage obscure inventory access for a supplier
Knowledge Base, Setup
Many suppliers provide an all-item catalog that can be imported into Paladin Point of Sale using an Electronic Data Interchange (EDI) process. Catalog items that are not in active inventory are called obscure inventory items. If your store is set up with EDI, you can...
Many suppliers provide an all-item catalog that can be imported into Paladin Point of Sale using an Electronic Data Interchange (EDI) process. Catalog items that are not in active inventory are called obscure inventory items. If your store is set up with EDI, you can...
How to use Email Manager to email invoices in the Invoice/Quote module
Invoice/Quote, Knowledge Base
After a customer payment is processed, in the Transaction Complete window, an Email Receipt option will appear. Note: If the Email Receipt option appears in light gray, contact Paladin Support to set up the email feature in your store. To open the Email Manager,...
After a customer payment is processed, in the Transaction Complete window, an Email Receipt option will appear. Note: If the Email Receipt option appears in light gray, contact Paladin Support to set up the email feature in your store. To open the Email Manager,...