Troubleshoot: Customer’s statement will not print
Knowledge Base, Troublshoot
Problem: A customer’s statement did not print Reasons why this may be happening: The customer has a zero balance. The customer has a credit balance, but the Include Credit Balance Statements checkbox is not selected in the Receivables tab in the Paladin...
Problem: A customer’s statement did not print Reasons why this may be happening: The customer has a zero balance. The customer has a credit balance, but the Include Credit Balance Statements checkbox is not selected in the Receivables tab in the Paladin...
Troubleshoot: Error message in Adobe Reader XI
Knowledge Base, Troublshoot
Problem: Adobe Reader XI is installed and was used to open some PDF files, and Microsoft Windows displayed this type of error message*: unknown software exception (0xc0000409) occurred in the application at location 0x0041240b Solution: Open Adobe, and then do the...
Problem: Adobe Reader XI is installed and was used to open some PDF files, and Microsoft Windows displayed this type of error message*: unknown software exception (0xc0000409) occurred in the application at location 0x0041240b Solution: Open Adobe, and then do the...
About Email Manager
About, Knowledge Base
Today’s customers are increasingly interested in receiving invoices and other correspondence through email. Paladin supports this trend by including email options for quotes, invoices, purchase orders, statements, and more in Paladin Point of Sale. The Email Manager...
Today’s customers are increasingly interested in receiving invoices and other correspondence through email. Paladin supports this trend by including email options for quotes, invoices, purchase orders, statements, and more in Paladin Point of Sale. The Email Manager...
How to display Description 2 on the original invoice or receipt
Invoice/Quote, Knowledge Base
When you add the item to an invoice, Paladin Point of Sale can display the inventory item’s Description 2 text (from the Inventory module) in the Description box. When this feature is turned on, a salesperson can view Description 2 when s/he is creating an invoice. ...
When you add the item to an invoice, Paladin Point of Sale can display the inventory item’s Description 2 text (from the Inventory module) in the Description box. When this feature is turned on, a salesperson can view Description 2 when s/he is creating an invoice. ...
How to change the dates for Ace Hardware Dynamic Promotions
Knowledge Base, Release Fall 2018, Setup
IMPORTANT: This feature only applies to Ace Hardware stores. When Ace Hardware Dynamic Promotions are set up in Paladin Point of Sale, the promotion sale dates are specified in two ways: In the pricing plan Individually for each item in all sale lists that are...
IMPORTANT: This feature only applies to Ace Hardware stores. When Ace Hardware Dynamic Promotions are set up in Paladin Point of Sale, the promotion sale dates are specified in two ways: In the pricing plan Individually for each item in all sale lists that are...
How to make a bag sale transaction
Invoice/Quote, Knowledge Base
In the Invoice/Quote module, on the Checkout tab, scan all the items that the customer has placed in the bag that are applicable to the same discount. Click the first line in the invoice to highlight the line. Scroll down until you see the last item scanned, and then...
In the Invoice/Quote module, on the Checkout tab, scan all the items that the customer has placed in the bag that are applicable to the same discount. Click the first line in the invoice to highlight the line. Scroll down until you see the last item scanned, and then...
How to charge a purchase to BlueTarp®
Invoice/Quote, Knowledge Base
Paladin is fully integrated with BlueTarp®, a third-party financial management service that protects your business from credit risk. BlueTarp® extends credit, takes on the risk of non-payment, and pays you upfront when your customers make purchases. If the Paladin...
Paladin is fully integrated with BlueTarp®, a third-party financial management service that protects your business from credit risk. BlueTarp® extends credit, takes on the risk of non-payment, and pays you upfront when your customers make purchases. If the Paladin...
How to associate a Paladin Point of Sale customer account with a BlueTarp® account
Customers, Knowledge Base
Paladin is fully integrated with BlueTarp®, a third-party financial management service that protects your business from credit risk. BlueTarp® extends credit, takes on the risk of non-payment, and pays you upfront when your customers make purchases. If the Paladin...
Paladin is fully integrated with BlueTarp®, a third-party financial management service that protects your business from credit risk. BlueTarp® extends credit, takes on the risk of non-payment, and pays you upfront when your customers make purchases. If the Paladin...
About BlueTarp® financial credit integration
About, Knowledge Base
Paladin is fully integrated with BlueTarp®, a third-party financial management service that protects your business from credit risk. BlueTarp® extends credit, takes on the risk of non-payment, and pays you upfront when your customers make purchases. And—when you...
Paladin is fully integrated with BlueTarp®, a third-party financial management service that protects your business from credit risk. BlueTarp® extends credit, takes on the risk of non-payment, and pays you upfront when your customers make purchases. And—when you...
How to create a mid-month statement
Knowledge Base, Reports
On the top ribbon, click the Reports tab. In the Report Area pane, click Accounts Receivable, and then click Statement Generation. In the Report List pane, click Mid-Month Statement Generation. In the Report Description pane, click F12 Next. In the Report Settings...
On the top ribbon, click the Reports tab. In the Report Area pane, click Accounts Receivable, and then click Statement Generation. In the Report List pane, click Mid-Month Statement Generation. In the Report Description pane, click F12 Next. In the Report Settings...
How to create a sale sign in the Inventory module
Inventory, Knowledge Base
Note: To view samples of sign styles and sign sizes, go to the LTSR catalog. On the top ribbon, click the Inventory module. Enter or scan the barcode of the part number for the sale sign that you want. Click the General tab. In the Item Information pane, click Print...
Note: To view samples of sign styles and sign sizes, go to the LTSR catalog. On the top ribbon, click the Inventory module. Enter or scan the barcode of the part number for the sale sign that you want. Click the General tab. In the Item Information pane, click Print...
Overview: Store brand conversion process
Conversion, Knowledge Base, Overview, Process
Download PDF 1. Confirmation When Paladin Data Corporation receives a request from a store or supplier, it confirms that the store will be switching to the new primary EDI supplier and has agreed to the quoted cost. 2. Communication With the store: Paladin requires...
Download PDF 1. Confirmation When Paladin Data Corporation receives a request from a store or supplier, it confirms that the store will be switching to the new primary EDI supplier and has agreed to the quoted cost. 2. Communication With the store: Paladin requires...
Overview: Go live process in Paladin Point of Sale
Knowledge Base, Overview, Process
Download PDF 1. Sales When the client signs the Paladin Data Corporation purchase order and software agreement and sends the documents with a voided check to Paladin, the Go Live process begins. 2. Discovery When Paladin receives the signed documents and voided check,...
Download PDF 1. Sales When the client signs the Paladin Data Corporation purchase order and software agreement and sends the documents with a voided check to Paladin, the Go Live process begins. 2. Discovery When Paladin receives the signed documents and voided check,...
How to explain a store brand conversion to a client
Conversion, INTERNAL, Knowledge Base, Policy
Important Do not attempt to answer any concerns or questions. Do not discuss the cost. Do not discuss what is done OR is not done during a Store Brand conversion. Follow these steps precisely Gather basic information: Name of the store Who to contact Best phone number...
Important Do not attempt to answer any concerns or questions. Do not discuss the cost. Do not discuss what is done OR is not done during a Store Brand conversion. Follow these steps precisely Gather basic information: Name of the store Who to contact Best phone number...
How to view and optionally remove items from a location
Knowledge Base, Setup
All part numbers that are assigned to a specific location will appear in the Paladin Configuration window, on the Loc tab, in a new part number viewer. You can also use this viewer to selectively remove (disconnect) active inventory part numbers assigned to a...
All part numbers that are assigned to a specific location will appear in the Paladin Configuration window, on the Loc tab, in a new part number viewer. You can also use this viewer to selectively remove (disconnect) active inventory part numbers assigned to a...