Invoice Payment History Report

Invoice/Quote, Knowledge Base, Reports, Setup

To run an Invoice Payment History Report:  In Paladin, on the top ribbon, select the Customers module. Enter or select a customer account from the Customer list. On the bottom ribbon of the module, select F6 Payment Management. In the Payment Management window, in the Charge Invoices pane, there are three options: All Applied Open […]

Applied Credit History Report

Knowledge Base, Reports

To run an Applied Credit History Report:  In Paladin, on the top ribbon, select the Customers module. Enter or select a customer account from the Customer list. On the bottom ribbon of the module, select F6 Payment Management. In the Payment Management window, in the Charge Invoices pane, there are three options: All Applied Open […]

Consignments

Commerce, Inventory, Knowledge Base, Process, Setup

Consignment is an arrangement in which goods are left with a third party to sell. The party that sells the goods receives a portion of the sale, either as a flat rate fee or commission. Selling through a consignment arrangement can be a low-commission, low-time-investment way of selling items. This article provides instruction and information […]

Signatures

Customers, Invoice/Quote, Knowledge Base, Policy, Process, Setup

This article provides instruction and information on the following: How to enable Signature required Specify a signer and PO number for all credit card purchases How to set up Paladin to optionally skip any required signature Skip signature dollar limit How to turn on the authorized signer options for all credit card purchases How to […]

Saberis Special Order integration

Commerce, Integration, Invoice/Quote, Knowledge Base, Process, Setup, Uncategorized

SaberisConnect is our cloud-based integration solution for the lumber and building materials industry. Saberis counters one of the challenges that building materials companies face as they interact more with technology and digitally transform – their software solutions consolidate and integrate information from quotation and order systems to ERP and POS systems. Paladin has partnered with […]

Paladin Mobile

Install, Knowledge Base, Mobile Services, Process, Setup

Paladin Mobile takes point of service functionality from terminal to tablet allowing sales to be made anywhere an Internet connection is available – in-store or out in the field. In the first phase of Mobile, all checkout functionality is available. From looking up customers and inventory to purchasing with any conventional payment type (credit cards, […]

Buttery EDI

EDI, Knowledge Base, Uncategorized

This article provides the following instruction and information: How to send a purchase order to Buttery How to download and process Buttery EDI files Note: When done successfully downloading EDI, follow the steps in the following KBA to generate your bin tags or shelf tags: How to batch and print EDI price changes on full […]

Rental services

Commerce, Invoice/Quote, Knowledge Base, Process, Setup

Paladin has a process for creating a rental agreement for any rental items. The process involves creating a customer account, and then collecting a deposit that can be combined from the final transaction. This article provides instruction and information on the following: How to create a customer account for a rental service How to take […]

California 1 percent (1%) Lumber tax

Knowledge Base, Process, Setup, Taxes, Uncategorized

This article provides instruction and information on setting up California 1 percent (1)% Lumber tax. Creating a department Assigning the department Assigning tax definitions Creating a department In Paladin, from the main menu, select File >Setup. Select the Dept tab. Under the ID and Name field, click New. Enter LUMBER in the Name box. Enter […]