How to search for used coupons in the Transaction Report
Customers, Knowledge Base, Reports
You can search for issued or redeemed coupons in the Transaction Report by using a keyword search. On the top ribbon, click the Reports module. In the Report Area pane, select Sales Analysis > What I Need To Know. In the Report List pane, select Transaction Report,...
You can search for issued or redeemed coupons in the Transaction Report by using a keyword search. On the top ribbon, click the Reports module. In the Report Area pane, select Sales Analysis > What I Need To Know. In the Report List pane, select Transaction Report,...
FastBound Integration User’s Guide
Knowledge Base
Paladin integrates with FastBound so you can receive and sell firearms in Paladin while simultaneously updating FastBound. Learn more about the FastBound integration This user’s guide contains the following Paladin procedures: How to receive firearms in Paladin and...
Paladin integrates with FastBound so you can receive and sell firearms in Paladin while simultaneously updating FastBound. Learn more about the FastBound integration This user’s guide contains the following Paladin procedures: How to receive firearms in Paladin and...
How to view revenue by customer type in the Comparative Revenue Reports
Knowledge Base, Reports
Tip To accurately show revenue distribution, set the customer type for each customer account before you run the report. To learn how to do this, see New customer types for customer accounts. Open the Reports Go to Sales Analysis > Revenue, and select one of the...
Tip To accurately show revenue distribution, set the customer type for each customer account before you run the report. To learn how to do this, see New customer types for customer accounts. Open the Reports Go to Sales Analysis > Revenue, and select one of the...
Ace Summer 2020 Release Guide
Ace Hardware, Knowledge Base, New Features
Our Ace Summer 2020 Release is rolling out and its array of new features and integrations will enhance the power of Paladin and improve your business’s performance and increase profits! Take a few minutes to read the summary below. New Ace Features Ace EDI – Paladin...
Our Ace Summer 2020 Release is rolling out and its array of new features and integrations will enhance the power of Paladin and improve your business’s performance and increase profits! Take a few minutes to read the summary below. New Ace Features Ace EDI – Paladin...
How to create a Rich Rewards single-use coupon
Knowledge Base, Rewards
To use this feature, Rich Rewards single-use coupons must be turned on in your store. If you want to turn on single-use coupons, Submit a Help Request. Verify the department and class to use for single-coupons. To look up the single-use coupon class in Rich Rewards...
To use this feature, Rich Rewards single-use coupons must be turned on in your store. If you want to turn on single-use coupons, Submit a Help Request. Verify the department and class to use for single-coupons. To look up the single-use coupon class in Rich Rewards...
How to create QuickBooks vendor bills from received purchase orders
Integration, Knowledge Base, Purchase Orders
This feature requires the Paladin integration with QuickBooks. When you have this integration turned on, vendor bills are automatically created in QuickBooks shortly after you close the purchase order in Paladin. To learn more, contact Paladin Support. For this...
This feature requires the Paladin integration with QuickBooks. When you have this integration turned on, vendor bills are automatically created in QuickBooks shortly after you close the purchase order in Paladin. To learn more, contact Paladin Support. For this...
Overview: PO Quick Access (right-click) menu in the PO module
Knowledge Base
Right-click a purchase order line item to get immediate access to these commonly used tasks and tools. Menu options when you create a PO Select this menu option To do this Insert Line Item Insert a blank line item above the selected line item. Benefit: Insert a...
Right-click a purchase order line item to get immediate access to these commonly used tasks and tools. Menu options when you create a PO Select this menu option To do this Insert Line Item Insert a blank line item above the selected line item. Benefit: Insert a...
True Value: How to check stock on hand for inventory and when ordering
Inventory, Knowledge Base
This feature provides stock on hand information for your True Value Retail Distribution Center (RDC). Note: Stock balances are updated in Paladin during EDI processing when you process the RDC Balance file with a defined RDC location ID (details below). This article...
This feature provides stock on hand information for your True Value Retail Distribution Center (RDC). Note: Stock balances are updated in Paladin during EDI processing when you process the RDC Balance file with a defined RDC location ID (details below). This article...
Ace Hardware: How to check stock on hand for inventory and when ordering
Ace Hardware, Knowledge Base
This feature provides real-time stock on hand information for the Ace Retail Service Center you designate. This article contains these three procedures: How to sort your purchase order by RSC availability How to get real-time quantity on hand for any Ace inventory...
This feature provides real-time stock on hand information for the Ace Retail Service Center you designate. This article contains these three procedures: How to sort your purchase order by RSC availability How to get real-time quantity on hand for any Ace inventory...
How to create a new purchase order for backordered items
Knowledge Base, Purchase Orders
This feature will simultaneously create a new PO for the backordered items while closing and cancelling the backorders on the existing PO. The items on the new PO can be modified and you can add more items and enter notes, such as note to your supplier. In the PO...
This feature will simultaneously create a new PO for the backordered items while closing and cancelling the backorders on the existing PO. The items on the new PO can be modified and you can add more items and enter notes, such as note to your supplier. In the PO...
How to apply freight cost to an EDI invoice
EDI, Knowledge Base
In the Inventory module, click EDI or press F7, and then click Reporting. In the EDI Reporting window, invoices that are eligible for a freight cost have a red X icon in the Freight column. Highlight an invoice with a red X and click Apply Freight. In the EDI Freight...
In the Inventory module, click EDI or press F7, and then click Reporting. In the EDI Reporting window, invoices that are eligible for a freight cost have a red X icon in the Freight column. Highlight an invoice with a red X and click Apply Freight. In the EDI Freight...
How to automatically number quotes
Invoice/Quote, Knowledge Base, Setup
A configuration setting lets you automatically number quotes for easy reference. Quote numbers are added to a Note line item when you print or store the quote. If you store the quote, the number is also appended to the quote’s Memo text. This allows you to quickly...
A configuration setting lets you automatically number quotes for easy reference. Quote numbers are added to a Note line item when you print or store the quote. If you store the quote, the number is also appended to the quote’s Memo text. This allows you to quickly...
Overview: Paladin sales tax calculations and itemized taxes on receipts
Knowledge Base, Taxes
Paladin tax settings let you define multiple tax definitions (rates) within three tax categories. The categories are labeled State, County and City in Paladin, but you can use them for any tax type. You can apply up to three tax definitions (rates) per purchase, but...
Paladin tax settings let you define multiple tax definitions (rates) within three tax categories. The categories are labeled State, County and City in Paladin, but you can use them for any tax type. You can apply up to three tax definitions (rates) per purchase, but...
How to add a custom message on emailed receipts
Invoice/Quote, Knowledge Base, Setup
Your custom message will replace this default text: Your invoice from <your store> is attached. Thank you for your business. On the File menu, click Setup. In the Paladin Configuration window, click the Forms tab. In the Invoice Email Message box, enter your...
Your custom message will replace this default text: Your invoice from <your store> is attached. Thank you for your business. On the File menu, click Setup. In the Paladin Configuration window, click the Forms tab. In the Invoice Email Message box, enter your...
How to calculate the total square footage (quantity in square feet) for invoice items of multiple dimensions
Invoice/Quote, Knowledge Base
The Square Footage Calculator calculates the line item quantity in square feet for one or more pieces of different dimensions (length x width). Use this calculator for items that you sell by the square foot, such as flooring. In the Invoice/Quote module, open the...
The Square Footage Calculator calculates the line item quantity in square feet for one or more pieces of different dimensions (length x width). Use this calculator for items that you sell by the square foot, such as flooring. In the Invoice/Quote module, open the...