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...
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...
Overview: Turn quotes into orders with Order Manager
Invoice/Quote, Knowledge Base
Do you create quotes for customer orders, and then face the tedious task of tracking the order sales? Are you spending valuable time looking up quoted prices and managing sold and unsold quantities? If so, our new Order Manager was designed for you. This new feature...
Do you create quotes for customer orders, and then face the tedious task of tracking the order sales? Are you spending valuable time looking up quoted prices and managing sold and unsold quantities? If so, our new Order Manager was designed for you. This new feature...
How to view transactions for a customer type in the Transaction Report
Knowledge Base, Reports
To use this feature, in the Transaction Report window, in the Additional Settings pane, in the Keyword Search list, select Customer Type. In the list of customer types that appears, select the customer type you want to user for the report. Then, when you run the...
To use this feature, in the Transaction Report window, in the Additional Settings pane, in the Keyword Search list, select Customer Type. In the list of customer types that appears, select the customer type you want to user for the report. Then, when you run the...
How to create the Customer File Export report
Knowledge Base, Reports
You can export Paladin Point of Sale customer account information for both active and inactive accounts. The following customer type details are provided in these spreadsheet columns: Customer Type ID: The integer ID assigned to the customer type in Paladin Point of...
You can export Paladin Point of Sale customer account information for both active and inactive accounts. The following customer type details are provided in these spreadsheet columns: Customer Type ID: The integer ID assigned to the customer type in Paladin Point of...
How to create the Customer Sales Ranking report
Knowledge Base, Reports
This report exports Paladin Point of Sale customer account information for customers who made purchases during a time period you specify. To export customer type values, you must select the Export To Excel Customer type details are provided in these spreadsheet...
This report exports Paladin Point of Sale customer account information for customers who made purchases during a time period you specify. To export customer type values, you must select the Export To Excel Customer type details are provided in these spreadsheet...
How to refund credit on account
Invoice/Quote, Knowledge Base
On the top ribbon, click the Invoice/Quote module. In the Invoice/Quote tab, in the Customer list, select a customer. On the bottom ribbon, click Account Payment or press F5. In the Amount of Payment box, enter the credit as a negative amount. Example: -25.00 Press...
On the top ribbon, click the Invoice/Quote module. In the Invoice/Quote tab, in the Customer list, select a customer. On the bottom ribbon, click Account Payment or press F5. In the Amount of Payment box, enter the credit as a negative amount. Example: -25.00 Press...
About Round Up for Charity
About, Knowledge Base
Do you or would you like to raise money for local causes or a well-known charity? Would you like to do your part in helping a community hit by a natural disaster? Are there charities that are meaningful to you and your community that you’d like to support? If you...
Do you or would you like to raise money for local causes or a well-known charity? Would you like to do your part in helping a community hit by a natural disaster? Are there charities that are meaningful to you and your community that you’d like to support? If you...
How to use the Round Up for Charity feature to collect donations
Invoice/Quote, Knowledge Base
In the Invoice/Quote module, when you click Checkout or press F8, the Round up for charity window will appear. Ask the customer if they would like to round up their total and donate the additional amount to charity. Based on their response, you can do these things: If...
In the Invoice/Quote module, when you click Checkout or press F8, the Round up for charity window will appear. Ask the customer if they would like to round up their total and donate the additional amount to charity. Based on their response, you can do these things: If...
How to set up the Round Up for Charity feature
Knowledge Base, Setup
Turn on the feature On the File menu, click Setup. In the Paladin Configuration window, click the Charity tab. In the Charity Options pane, select the Enable Roundup for Charity tab. Click Save. Add charities On the Charity tab, you can add pre-defined charities and...
Turn on the feature On the File menu, click Setup. In the Paladin Configuration window, click the Charity tab. In the Charity Options pane, select the Enable Roundup for Charity tab. Click Save. Add charities On the Charity tab, you can add pre-defined charities and...
How to view charitable donations in the Comparative Revenue Report
Knowledge Base, Reports
Charitable contribution totals will appear in the Comparative Revenue Reports when you itemize revenue by department. Each charity is automatically assigned a unique department number. To view revenue by department, in the Comparative Revenue Report options, select...
Charitable contribution totals will appear in the Comparative Revenue Reports when you itemize revenue by department. Each charity is automatically assigned a unique department number. To view revenue by department, in the Comparative Revenue Report options, select...
How to set the default margin for new EDI items in Cardinal and RDC invoices
EDI, Knowledge Base, Setup
When a Cardinal or RDC invoice item is missing a retail price, EDI processing will calculate a suggested retail price using the item cost and a default margin for new EDI items. Example: If the default margin is 35% and the cost of the item is $10, then the...
When a Cardinal or RDC invoice item is missing a retail price, EDI processing will calculate a suggested retail price using the item cost and a default margin for new EDI items. Example: If the default margin is 35% and the cost of the item is $10, then the...
How to use the United Hardware Market Promo ordering system
Knowledge Base, Maintain, Purchase Orders
Note: This feature only applies to stores that use United Hardware as an EDI supplier. The United Hardware Market Promo ordering system condenses the large comprehensive United Hardware Market Promo price list into a short summary, customized for the items in your...
Note: This feature only applies to stores that use United Hardware as an EDI supplier. The United Hardware Market Promo ordering system condenses the large comprehensive United Hardware Market Promo price list into a short summary, customized for the items in your...