Apply Service Charge prior to month-end statements
If you want to apply service charges prior to month-end statements are run: In Paladin, from the main menu, select File > Setup. Select the Receivables tab. At the end of the Statements pane, check Apply Service Charge Manually. Click Save, then click Close. From the main menu, select Maintain > Data Viewer. Select the […]
How to set up a Store Use customer account
A Store Use customer account allows you to: Track products you are pulling off the shelf to use in the store. Correctly reduce the stock on hand (SOH) quantities of the products you are pulling off the shelf. Track which employee is pulling these items off the shelf. Ring out these items at cost instead […]
Invoice Payment History Report
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
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 […]
Accounting Detail Report
To create an Accounting Detail report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Accounts Receivable > Accounting Reports. In the Report List pane, select Accounting Detail Report. In the Choose Report pane, click F12 Next. In the Accounting Detail Report window, in the Report Settings pane: […]
Overview: Wallace Integration
Consignments
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 […]
Overview: Buttery Integration
Signatures
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 […]
How to create electronic files to attach to a purchase order
Paladin provides the capability to create electronic files that can be attach to a purchase order (PO) and stored online. This is done through scanning. This article provides instruction and information on the following: How to scan and attach documentation to a purchase order Find PO function to view and/or attach scanned documents Additional Functions […]
Saberis Special Order integration
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
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
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
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
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 […]
