How to create a purchase order email record
How to create a purchase order email record When a purchase order is emailed to a supplier, a note with the following email details is added to the purchase order: Date email was sent Time email was sent Employee ID, first name and last name initial The email address that the email was sent to […]
Farmers Co-Op Society (FCS) integration
The Farmer’s Co-op Society (FCS) integration allows FCS clients to track accounts receivable when Paladin is the point of sale. FCS clients can manually generate a daily export file of all invoices to upload. FCS clients can manually browse to a customer update file and process it to add new customers and update existing customers […]
Sale Lists
This article provides instruction and information on the following: How to create a Sale List How to make an active Sale List inactive How to make an inactive Sale List active Sale list filters How to export and import items in a sale (Sale List) using Excel How to create the Sale List import file […]
Invoice: Incomplete and Remove Item messages
When creating invoices, there are two safeguard message to ensure you do not lose information: Remove Item warning Incomplete Invoice warning Remove Item warning message The Remove Item warning message is triggered when you remove a line item from an invoice. A popup window opens asking if this is what you want to do. A […]
Transactions: Voids
This article provides instruction and information on the following: How to void a transaction Credit card processor cannot void a payment Failed VOID caused by a canceled payment card transaction How to create a voided transaction report How to create a Voided Credit Card Transaction report Voiding a transaction creates an SOH history entry How […]
Deliveries
Important Note: Mobile2Deliver must be set for Paladin delivery to be set up for client’s customers (Invoice/Quote). This article provides information and instruction on the following: How to set up Mobile2Deliver and delivery options (Internal Only) How to add a delivery address and contact info to a customer account How to validate a customer’s delivery […]
Suggested Order report
The Suggested Order report is designed to help automate the process of sending purchase orders to your vendors. It aggregates data from your sales history and from item-level settings in the inventory module. The report is viewable as a PDF for informational purposes. The Suggested Order report can also generate a pending purchase order, thereby […]
MBF, MFS, Ton, and Order Multiples
In Paladin, you can view item costs in different units, such as thousand board feet (MBF), thousand square foot (MSF), tons, and order multiples. This information can be viewed in both the Inventory and PO modules. This feature is especially useful for products that are priced by suppliers in a different unit of measure than how […]
How to run the Price/Margin Changes report
This report shows the current price and margin of inventory items. In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > History. In the Report List pane, select Price/Margin Changes. In the Choose Report pane, click F12 Next. In the Report Settings pane, select a beginning and end date. You can also filter report […]
How to run the Hourly Analysis report
This Hourly Analysis report shows invoice count, line count, and sales total per hour. To run the report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need to Know. In the Report Area pane, select Hourly Analysis Report. In the Choose Report pane, click F12 Next. In the Report […]
Service Tool: How to determine markup and margin
In business, the markup is the price spread between the cost to produce a good or service and its selling price. In order to ensure a profit and recover the costs to create a product or service, producers must add a markup to their total costs. In business, margins are the differences between the price of a […]
Automatic Month End Statement process
Note: With build 5115 and higher, a new month end statements process has been implemented, and statements are run automatically. To update Paladin to this build and future builds: In Paladin, from the main menu, select Help > About. The following About Paladin Point of Sale window open showing the Version/Build number: To update to […]
Transactions: Payment types
Note: When performing a transaction, process gift cards or Flex (FSA) cards first to determine if there will be a balance due via another payment type. Transactions are done on the Invoice/Quote module in Paladin. In Paladin, on the top ribbon, select the Invoice/Quote module. In the Invoice/Quote tab, scan an item for its part […]
How to set up Gmail 2-step Verification and generate an app specific password for Paladin
To set 2-Step verification in Gmail: In Google Gmail: Sign into your Gmail account. In the upper right-hand corner of your browser, click the round icon that shows the first letter of your name. Note: This may be a picture if you have added one to your Gmail account. Select Manage your Google Account. In […]
Profit Analyst
The Profit Analyst lets you view cost, profit, and margin for any line item in your invoice or quote along with the invoice or quote total. As you make changes on the invoice, Profit Analyst shows you the resulting margin and profit values. All values are pre-tax (subtotal) values. This article provides the following information: […]
