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 than […]
Overview: Orgill FanBuilder
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 […]
BlockChyp: Adjustments
Volume on Equinox LUXE 8500i device Important: 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 […]
General Ledger (GL) Summary
This article provides information and instruction on the following: 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 reconcile the Inventory Valuation Summary […]
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: Economical […]
Overview: United Hardware eCommerce integration
Overview: Do It Best eCommerce integration
Ace Hardware: Convert Valspar part numbers to Benjamin Moore part numbers
To support the Ace transition from Valspar to Benjamin Moore paint SKUs, Paladin created a tool that converts Valspar part numbers to Benjamin Moore part numbers automatically. Before you use this utility: The utility must be run outside of business hours when no one is using Paladin. The conversion is a one-time process and can […]
Government Fee Details Report
This article provides instruction and information on the following: About the report Turn on the fees feature Assign fees and classes Create the report About the report Many products now incur additional fees set by government and regulatory agencies for recycling or environmental remediation. Paladin makes it easy to automatically include these fees at checkout […]
