Microsoft Access Templates
With the Microsoft Access Templates, you can create and print labels, tags, signs, and reports from within Paladin. This article provides instruction and information on the following: How to download the Microsoft Access Templates How to select/print/reset bin tags using Microsoft Access How to create reports with the Microsoft Access Templates How to download the […]
Ace Hardware Smart Barcodes single-use coupon
Note: Ace Hardware Smart Barcodes coupons are validated by Ace Hardware and can only be used once per customer. How it works When an Ace Hardware Smart Barcodes coupon is scanned, Paladin adds the coupon to the invoice and sends the coupon number and the selected customer’s Ace Rewards number to Ace Hardware for validation. […]
Customer messages
In Paladin, you can create messages for many purposes, including the following: Upsell products and services Broadcast upcoming events for your store or community Show support for local charities Promote in-store loyalty program Send customers to a webstore or social media sites Protect your company from liability issues by providing information, including the following: Legal […]
Worldpay gift cards
This article provides instruction and information on the following: Gift card setting How to set up Worldpay gift cards How to set up Worldpay gift cards for EMV How to process Worldpay gift cards for EMV How to start a Worldpay gift card SKU How to load or reload a Worldpay gift card How to […]
Flex cards
This article provides instruction and information on the following: Background information How to process a Flex card that is swiped How to process a Flex card that is manually entered Returns to FSA accounts How to add a new Flex card to store on file How to process a Flex card that is stored on […]
PaladinNsight™
The PaladinNsight™ dashboard includes the following tools: Lost Opportunity Tool Investment Review Tool Loss Experience Tool Non-performing Assets Tool These tools give you a real-time analysis of your business to help you succeed and thrive. To learn more, click the title of a Knowledge Base article (KBA). KBA Title PaladinNsight™: Boost your business PaladinNsight™: Clean up your […]
Cancel a Paladin subscription
Paladin Data Corporation will accept a cancellation request that is in writing and provides a 30-day notice. To cancel your subscription, save your data (see the Important Considerations section below), then send an email to billing@paladinpos.com with: Store name Store city and state Reason for cancellation Note: Be sure to include an email address where Paladin […]
Ordering supplies from Paladin
When you need store supplies, you can find them in the Paladin Store, accessible directly from the Help menu inside Paladin. From paper to pre-configured and fully-tested computers and hardware that are certified to work with Paladin, we have what you need. And, most items are ready to ship as soon as we receive your […]
Services and repairs
This article provides instruction and information on the following: How to create a quote for services and repairs How to enter a deposit for services and repairs How to add parts and labor to a quote How to process a transaction for services and repairs How to create a quote for services and repairs Note: […]
Suspended sales
This article provides instruction and information on the following: How to create a suspended sale How to recall a suspended sale How to delete a suspended sale How to create a suspended sale Note: You can only store one suspended sale on a terminal. When you create another suspended sale, it will overwrite the previous […]
Pricing Plans
Note: Paladin can run many sale types. For guidance and training, contact Customer Support. Important: For multi-stores, you must enter the same supplier name for each store. If you do not do this, you will create multiple pricing plans and sale lists. For example, do not use these variations: Sunset, sunset, sunset1, sunset2, etc. Instead, […]
PaladinNsight™: Manual refresh option
You can refresh the PaladinNsight™ dashboard and tools in Paladin’s Inventory module by clicking F5 – Refresh. This is useful if you want to see the results of inventory changes you’ve made since you first opened the Inventory module in Paladin. Figure 1: F5 – Refresh for PaladinNsight™ dashboard
PaladinNsight™: Lost Opportunity Tool improvements for seasonal items and more
The PaladinNsight™ Lost Opportunity Tool excludes the following items from its out-of-stock item list: Seasonal items that are out-of-season. Items that have an open purchase order. In addition, when you click Excel Report to export a list out-of-stock items when a supplier is selected in the Lost Opportunity Viewer, the Excel spreadsheet contains the out-of-stock […]
Paladin export to QuickBooks
Note: For best practices with QuickBooks integration with Paladin, refer to the QuickBooks Accounting Guidelines KBA. Use these instructions to map your QuickBooks general ledger accounts to Paladin accounting categories so you can transfer Paladin accounting data to your QuickBooks general ledger accounts. This can occur automatically each night using the process documented in QuickBooks […]
PaladinNsight™: Clean up inventory with the Lost Opportunity Tool
Your inventory is a in a constant state of flux. Items are added and discontinued. Suppliers change. Paladin inventory data can grow and become bloated with items that you no longer carry. These obsolete items create clutter when you produce reports or search your inventory. The solution is to get rid of the clutter. But […]
