EDI Integrations

About, EDI, Knowledge Base

The following is an alphabetical listing of Paladin EDI integrations: Note: For dual EDI functionality and restrictions, refer to the Dual EDI KBA Paladin EDI Integrations Ace Hardware Cencora (formerly Amerisource Bergen) Associated Food Services (AFS) Benjamin Moore Blish-Mize Bostwick-Braun Buttery Cardinal Health Do It Best Emery Jensen Distribution (EJD) House Hasson McKesson Orgill SynTech […]

Sale Lists

About, Commerce, Inventory, Invoice/Quote, Knowledge Base, Process, Setup

This article provides instruction and information on the following: How to create a Sale List Navigating between Sales and Pricing Plans How to make a Sale List inactive How to make a Sale List active Sale List filters How to export and import items in a sale (Sale List) using Excel How to create the […]

Deliveries

About, Commerce, Customers, Invoice/Quote, Knowledge Base, Process, Setup

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 […]

Suggested Order Report

About, Inventory, Knowledge Base, Process, Reports, Setup

The Suggested Order report is designed to help automate the process of sending purchase orders to vendors. It aggregates data from sales history and from item-level settings in Paladin’s Inventory module. The report is viewable as a PDF for informational purposes. The Suggested Order report can also generate a pending purchase order, thereby suggesting items […]

Markup and margin calculator

About, Inventory, Knowledge Base, Process

In business, the markup is the price spread between the cost to produce a good or service and its selling price. In order to ensure a profit and recover the costs to create a product or service, producers must add a markup to their total costs. In business, margins are the differences between the price of a […]

Profit Analyst

About, Inventory, Knowledge Base, Process

Profit Analyst lets you view average cost and market cost profits and margins for any line item in your invoice or quote along with the invoice or quote total. As you make changes on the invoice, Profit Analyst shows you the resulting margin and profit values. All values are pre-tax (subtotal) values. This article provides […]

Rich Rewards

About, Commerce, Customers, Knowledge Base, Process, 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 set up prompts for Rich Rewards ID at checkout How to exclude Rich Rewards items by department or class How to rebrand the Rich Rewards […]

Guidelines to using SaferPayments for PCI compliance

About, Customers, Knowledge Base, Policy, Process

The Payment Card Industry Data Security Standard (PCI-DSS) aims to enhance security for consumers by setting guidelines for any company that accepts, stores, processes, or transmits credit card information regardless of the number of transactions or the size of those transactions. If a Paladin client uses WorldPay for their credit card processor, they will have […]

Yard Orders

About, Commerce, Knowledge Base, Process, Setup

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 […]

Reprint an invoice

About, Customers, Inventory, Invoice/Quote, Knowledge Base

The following provides instruction and information on the following: How Paladin printer settings affect invoice reprints Reprint purchase orders without costs How to reprint from the Invoice/Quote module Invoice reprints from Invoice/Quote module How to reprint from the Customers module How to reprint a customer’s prior statement How to reprint a customer’s prior invoice How […]

Round up for charity

About, Commerce, Customers, Invoice/Quote, Knowledge Base, Process, Setup

This article provides instruction and information on the following: About Round up for charity How to set up the Round up for charity feature How to add charities How to select the charities that appear at checkout How to use the Round up for charity feature to collect donations Charitable contribution totals in the Comparative […]

Accounts Receivable: Manage supplier returns

About, Customers, Inventory, Invoice/Quote, Knowledge Base, Process, Purchase Orders, Setup

This article provides instruction and information on the following:  Overview Set up supplier return management using accounts receivable and replacement purchase orders Create an accounts receivable entry for a supplier return Process a replacement purchase order and automatically adjust the supplier A/R account Credit the supplier account for a monetary reimbursement Overview The supplier return […]