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 […]
Payment Management
This article provides instruction and information on the following: How to apply a payment to an invoice How to view all payment charges and credits to an account or project How to view Applied Credit History How to correct a payment that was mistakenly applied to an invoice How to apply a payment to an […]
Paladin export to QuickBooks
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 desktop integration, or you can do it manually (see Performing Manual Export section in this article) […]
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 […]
PaladinNsight™: Boost your business
You may be losing customers and revenue in your store without realizing it. Out-of-stock items, unmanaged inventory, unknown losses, and overstocked items can add up to significant revenue losses. Once you understand these losses, you can take action. The PaladinNsight™ dashboard and tools (in the Inventory module) are designed to help you. PaladinNsight™ dashboard was […]
Cash Drop
When you take cash from the register to move it to a safer location, the Cash Drop feature provides accurate record keeping. The following end-of-day reports include Cash Drop accounting: Report Cash Drop details Period Register Balance report See each cash drop performed. Total cash drops appear as a negative amount. The Total Cash amount […]
Multiple forms of payment at checkout
This article describes how to accept multiple forms of payment (including FLEX cards) at checkout. Note: Process the gift cards or Flexible Spending Account (FSA) cards, i.e., FLEX cards, first to determine if there will be a balance due via another payment type. In Paladin, on the top ribbon, select the Invoice/Quote module. To add […]
EMV facts and information
The article provides instruction and information on the following: EMV – Learning the Basics What is EMV? EMV – Learning the Basics EMV stands for EuroPay® MasterCard® Visa®, the three entities that originally worked together to create worldwide standards for chip cards to ensure global interoperability. EMV also has more members, including Discover®. EMV is […]
Determining BOGO refund amounts
In Paladin, when an item that was part of a Buy One Get One (BOGO) sale is returned, the system returns a percentage of the retail price depending on the total amount of the discount. The following provide two examples: Buy 2 get 1 free: All items are the same price Buy 2 get 1 free: Items […]
Create a sale sign
To create signs for a sale: In Paladin, from the main menu, select File > Setup. Select the Sale List tab. In the Sales pane, click New. Enter the name of your sale in the Name box. In the Sale Items pane, click New to add items to the sale. In the Part Number box, […]
Watcher Total Protection
Inventory loss due to shoplifting or employee theft (Retail shrinkage) costs the industry about $50 billion annually. Businesses can guard against loss at the cash register with Paladin and its integration with Watcher Total Protection. Paladin integrates with Watcher Total Protection to provide real-time transaction data that is overlaid onto the surveillance video of your […]
Do It Best: Electronic coupons
Paladin supports and automatically processes the Do It Best (DIB) family of dollar off coupons. The data to drive this customer-friendly program is transmitted to your store inside the existing file maintenance download files. As each coupon is reviewed and processed, the “retail” price of each coupon is set to a negative value. This allows […]
