How to run End of Day reports
There are two reports that Paladin recommends you run daily to help with your closing procedures: Today’s Register Balance Today’s Comparative Revenue Report Paladin also suggest you backup your database on a regular basis. For information on this, refer to: How to backup and copy a Paladin database to a USB drive Today’s Register Balance […]
How to set up Paladin to optionally skip any required signature
Paladin offers two options for optionally skipping the signature requirement: Option 1: Allow the cashier to skip the signature requirement when a transaction is under an amount you specify (no-signature threshold). For this option, see How to set up the no-signature threshold for payment card transactions Option 2: Allow signatures to be skipped in any […]
Remote Stock Check (RSC)
The Remote Stock Check (RSC) feature provides: Real-time remote stock on hand (SOH) information Sorting POs by availability Adjusting order quantities before buying Efficient ordering This article provides instruction and information on the following: Setting up RSC in Paladin Get real-time RSC stock on hand for any inventory item Sort purchase order by RSC availability […]
BlockChyp: Credit card reconciliation
To maintain accurate accounting and to catch and fix problems before they affect your business and customer relationships, you must reconcile your Paladin, debit, gift, and credit card sales with your credit card processor’s records every business day. If you are enrolled in BlockChyp’s Cash Discount program, reconciliation is important to ensure any refunds are […]
Sale Lists
This article provides instruction and information on the following: How to create a Sale List Navigating between Sales and Pricing Plans 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 […]
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 instruction and information on the following: How to add a delivery address and contact info to a customer account How to validate a customer’s delivery address (Avalara AvaTax™ accounts only) How to schedule a delivery […]
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 Paladin’s Inventory and PO modules. This feature is especially useful for products that are priced by suppliers in a different unit of measure rather […]
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 […]
Rich Rewards
This article provides instruction and information on the following: How to show store info on Rich Rewards coupons Rich Rewards point balance shown to cashier and on receipts How to exclude Rich Rewards items by department or class How to set up prompts for Rich Rewards ID at checkout How to earn a Rich Rewards […]
How to adjust speaker volume on BlockChyp Equinox LUXE 8500i
In order to remind customers to remove their credit card from the device, you need to ensure the volume is set to maximum on the Equinox LUXE 8500i device. To adjust the volume: On the Equinox LUXE 8500i device, hold down the magnifying glass button for 3 seconds until the device beeps. Quickly press the […]
General Ledger (GL) Summary
This article provides the information and instruction for the Paladin General Ledger Summary feature: Paladin accounting software integrations Paladin General Ledger categories Options to itemize/filter revenue data General Ledger Summary export option How to add accounting software account names/numbers to the General Ledger Summary Report General Ledger account export file names are editable How to […]
Yard Orders
This article provides instruction and information on the following: Pick up order enhancement Pick up order by location Pick up order printer control Pick up order printer tray control Pick up ticket as a receipt Pick up order enhancement Inventory Locations are displayed on Yard Order/Pick Up Order forms. A column on the right side […]
Overview: True Value (Spec98) eCommerce integration
Cash Drawers
This article provides instruction and information on the following: Purchasing and setting up cash drawers How to set cash drawer control How to open the cash drawer from the keyboard Cash drawer control for zero dollar sales Purchasing and setting up cash drawers You can purchase the following types of cash drawers from Paladin Data […]
