Accounts Receivable: Manage supplier returns
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 […]
RF Units
The following provides instruction and information on RF units: Setup: How to set employee RF unit access How to assign RF printers How to hide retail in a PO on RF terminal How to enable Inbound Receiving for the RF Unit How to set up bin tags and shelf tags on a dedicated printer with […]
Credit cards and gift cards
This article provides instruction and information on the following: How to add a credit card on file on Ingenico all-in-one credit card devices How to create the credit card deposit report How to create the Voided Credit Card Transaction report How to look for a failed VOID caused by a canceled payment card transaction How […]
EDI
This article provides instruction and information on the following: EDI file system enhancements EDI Preview EDI processing tied to open purchase orders How to set EDI lock on unit of measure EDI processing safeguards Duplicate EDI invoice safeguard EDI processing protection during receiving View and analyze EDI report data in an Excel workbook How to […]
Triple E fuel system integration EDI
With Triple E Technologies integration, you can sell fuel at gas pumps that are outside of your store front. Triple E Technologies integration lets you manage your customers’ Triple E fuel purchases and the store’s fuel inventory all within Paladin. Powered by Paladin’s EDI feature, this integration does the following: Attaches Triple E invoices to […]
Stop Meth system setup
When a customer purchases certain pharmacy items, the Stop Meth system alerts the cashier to collect more required information and a signature. The customer’s name, phone number, ID number, and state will be printed on the receipt, stored in the database, and appear on the transaction report. A manual or electronic signature will also be […]
HomePass accounts in Paladin
HomePass is a third-party accounts receivable management company that handles all the logistics for the store’s HomePass customers. It is partnered with Credit First National Association (CFNA), assures next day payment to the store, and sends monthly statements to customers. After completing an application, the customer will be issued a private label credit card and […]
Avalara AvaTax™
This article provides instruction and information on the following: About Avalara AvaTax™ Client requirements for integrating with Avalara How to set up Avalara AvaTax™ with Paladin How to manually update Avalara AvaTax™ address information How to manually send offline transactions to Avalara AvaTax™ How to manually update Avalara AvaTax™ tax information How to manually compare […]
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 […]
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 […]
Invoice Importer
This article provides instruction and information on the following: About Invoice Importer How to create an invoice transaction file that you can import into Paladin How to import invoice transactions into Paladin How to view a revenue report with imported invoice information About Invoice Importer With the Invoice Importer, you can import transactions from other […]
Customer types
Customer types let you categorize customers in Paladin. You can assign these types to your customer accounts in Paladin’s Customers module. Paladin provides a default set of customer types, and you can define your own (except for Ace Hardware stores, which must use the default set). Many reports provide business statistics by customer type, including […]
Footage Calculators
This article provides instruction and information on the following: Overview How to access the Footage Calculator How to access the Square Footage Calculator: How to calculate the total footage (quantity in feet) for invoice items of multiple lengths How to calculate the total square footage (quantity in square feet) for invoice items of multiple dimensions […]
