Farmers Co-Op Society (FCS) integration

About, Customers, Integration, Knowledge Base

The Farmer’s Co-op Society (FCS) integration allows FCS clients to track accounts receivable when Paladin is the point of sale. FCS clients can manually generate a daily export file of all invoices to upload. FCS clients can manually browse to a customer update file and process it to add new customers and update existing customers […]

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 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 create the Sale List import file […]

Transactions: Voids

About, Commerce, Invoice/Quote, Knowledge Base, Process, Reports

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

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 information and instruction on the following: How to set up Mobile2Deliver and delivery options (Internal Only) How to add a delivery address and contact info to a customer account How to validate a customer’s 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 your vendors. It aggregates data from your sales history and from item-level settings in the inventory module. The report is viewable as a PDF for informational purposes. The Suggested Order report can also generate a pending purchase order, thereby […]

Transactions: Payment types

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

Note: When performing a transaction, process gift cards or Flex (FSA) cards first to determine if there will be a balance due via another payment type. Transactions are done on the Invoice/Quote module in Paladin. In Paladin, on the top ribbon, select the Invoice/Quote module. In the Invoice/Quote tab, scan an item for its part […]

Rich Rewards

About, Commerce, Customers, Knowledge Base, Process, Rewards

As of 04/05/2022, all individual Rich Reward KBAs are combined in to this single article. It is organized in to the following section list, each with a hyper link to them and a Back to Top link to bring you back to the section list: How to order Rich Reward Loyalty cards/displays How to set […]

BlockChyp gift cards

About, Commerce, Knowledge Base, Process, Setup

This article contains instruction and information on the following:  How to set up Paladin terminals to process BlockChyp gift cards How to set up the BlockChyp gift card SKUs How to check the balance of a BlockChyp gift card How to set up Paladin terminals to process BlockChyp gift cards Open Paladin on any store […]

Reprint an invoice

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

The following provides information on the several ways to reprint an invoice: How Paladin printer settings affect invoice reprints Reprint purchase orders without costs and more new options 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 […]

About the Paladin Mobile2 app suite and Mobile Access

About, Knowledge Base

Paladin Mobile2 apps extend Paladin Point of Sale software features onto mobile platforms. Mobile2 apps work on most Android devices and are free to Paladin clients. Mobile apps sync with your Paladin Point of Sale database over the internet using Wi-Fi or your cellular network. These apps must be set up by Paladin Support. To […]

Email Manager

About, Knowledge Base

Today’s customers are increasingly interested in receiving invoices and other correspondence through email. Paladin supports this by including email options for quotes, invoices, purchase orders, statements, and more. Email Manager offers a consistent email experience throughout Paladin. When you use the email feature to manually email invoices, quotes, purchase orders, sales history, and other information, […]

Syntech FuelMaster

About, Commerce, Knowledge Base, Process, Setup

With the Syntech FuelMaster integration, you can sell fuel at gas pumps that are outside of your store front, and do the following: Attach Syntech FuelMaster invoices to Paladin customer accounts. Add Syntech FuelMaster charge purchases to a customer’s account balance. Manage Syntech FuelMaster fuel purchases as inventory items. Benefit from Paladin’s Market Driven Inventory […]

Capital One Trade Credit

About, Commerce, Integration, Knowledge Base, Process, Setup

This article provides instruction and information on the following: About Capital One Trade Credit integration What to do before the Capital One Trade Credit integration can occur How to determine if you have the Capital One Trade Credit integration already turned on How to set up Capital One Trade Credit integration How to associate a […]

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 will appear at checkout How to use the Round up for Charity feature to collect donations Charitable contribution totals in the […]