How to sell tax holiday items

Invoice/Quote, Knowledge Base, Setup, Taxes

This feature requires build XXX.  A tax holiday is a time period during which some items are sold tax-free or partially tax-free. For example, during a tax holiday, customers may be able to purchase outdoor recreation items or school supplies and not pay sales tax. Or customers may be able to purchase some more expensive […]

Troubleshooting: Accounting integrations

Knowledge Base, Troubleshoot

ISSUE: Received inventory in Paladin did not create a vendor bill in the accounting software TRY: Check for receive POs that were scheduled for transfer but are still waiting to be uploaded. On a store terminal, in Paladin, on the Maintain menu, click Data Viewer. Click the Accounting Uploads tab.  Adjust the time period to […]

Collect on Delivery (COD) User’s Guide

Knowledge Base

The collect on delivery (COD) feature allows your customers to pay for purchases when they are delivered.  The payment option is available when you use the Schedule Delivery feature in these scenarios:  A customer has no store credit  A customer exceeds their store credit  This user’s guide contains the following topics:  How to turn on the COD feature  How to collect on delivery when […]

How to set up percentage discount for a customer

Customers, Knowledge Base, Setup

This procedure shows you how to apply an overall percentage discount to a customer’s account balance. If you prefer a more flexible approach, you can set up trade discounts that can be limited to specific departments or classes and that are also applied to individual customers. To learn more, see How to set up and […]

How to set up and apply trade discounts for customers

Customers, Knowledge Base, Setup

Trade discounts give your best customers a discount on their monthly statement. Trade discounts are set up as pricing plans. This allows you to selectively discount specific departments or classes and require that the discount meets the minimum margin for each item. You can create multiple trade discounts and selectively apply them to each customer […]

How to set up a prompt payment discount

Customers, Knowledge Base, Setup

Prompt payment discounts encourage your customers to pay their account balance quickly. To apply a prompt payment discount, you must apply the discount to each individual customer account. Discounts can be applied in two ways: Trade discounts: These discounts use the pricing plan feature and are assigned to a customer account in the Customers module […]

Paladin Settings: Receivables tab

Knowledge Base, Setup

The Receivables settings control how monthly statements are generated in Paladin.  To access these settings, in Paladin, on the File menu, click Setup and then click the Receivables tab.     Setting  Description  Enable Statement Generation  Turns on statements.   Requires Paladin Support  Invoice Hold When  Prevent customers with a past due balance from making a charge payment when the payment is overdue […]

Overview: Paladin General Ledger (GL) categories

Knowledge Base, Overview

You can export general ledger data from Paladin to your accounting software. This export can be done automatically by using an Paladin accounting integration for QuickBooks, Sage 50cloud or Microsoft Dynamics GP, or you can do it manually .  This article defines the Paladin general ledger data categories. To learn how to export this data […]

How to remove older quotes automatically

Knowledge Base, Setup

IMPORTANT: Deleted quotes cannot be restored. The utility that deletes old quotes based on your criteria runs once a week.  To delete quotes automatically after a set number of days, do this: On the File menu, click Setup. Click the Invoice (Store) tab. In the Delete stored quotes after days setting, enter the […]

Troubleshooting: Image error on statements

Knowledge Base, Troubleshoot

Issue: When you open a PDF statement,  the store logo does not appear and this happens: In Adobe Acrobat, this message appears: “Insufficient data for an image” In Foxit Reader, a black box appears in place of the store logo.  Solution: Remove and reupload the logo. See this KBA for steps: How to add, update, or […]

How to turn off Excel attachments for emailed statements

Knowledge Base, Setup

By default, email statements include a PDF statement and an Excel spreadsheet with this information on separate tabs: Statement Information – store information and statement summary. All Transactions – an itemized list of the customer’s transactions organized by project. See images below for examples. If you do not want to include the Excel spreadsheet, do […]

How AOS ( Order System) integrates with Paladin

Ace Hardware, Knowledge Base

Paladin Point of Sale is fully integrated with the Order System (AOS) to support “buy online, pick up in store” purchases. All in-store pick up transactions occur in AOS, and your Paladin Point of Sale database is updated automatically by Ace Hardware. In the Comparative Revenue reports, all in-store pick up transactions are recorded […]