About Avalara AvaTax™

About, Knowledge Base
Avalara AvaTax™ is a cloud-based solution that automates transaction tax calculations and the tax filing process. Avalara AvaTax™ computes real-time tax amounts using up-to-date tax rules from more than 12,000 United States taxing jurisdictions and from more than 200...

About webinars

About, Knowledge Base
You can register for a Paladin webinar on the Help Portal in the Webinars library.   To watch a webinar that has already been presented, click any title in the following list. Title Category Improve your customer experience and increase revenues with our updated...

About Microsoft Access Templates

About, Knowledge Base
With the Microsoft Access Templates, you can create and print labels, tags, signs, and reports from Paladin Point of Sale. To learn more, click the title of a Knowledge Base article (KBA). KBA Title Area  How to download the Microsoft Access Templates  Maintain  How...

About messages for customers at checkout

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You can create a message for many purposes, including the following suggestions: 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...

About Invoice Importer

About, Knowledge Base
With the Invoice Importer, you can import transactions from other systems into Paladin Point of Sale. For example, if you have hardware section in your grocery store or you sell all of your items in a web store, you can use one system to check out customers, and then...

About Items Sold Report

About, Knowledge Base
The Items Sold Report provides detailed information about inventory items that you have sold during a time period. You can search by supplier, department, and other inventory values.  And, you can create purchase orders to replace the exact items and amounts shown in...

About multiple IDs on one customer account

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You can include multiple rewards numbers or other IDs, such as a pharmacy customer ID, in a customer account.  This feature lets families or other groups have one account and one purchase history all in one place. Each customer account can have unlimited alternate...

About customer types

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Customer types let you categorize customers in Paladin Point of Sale. You can assign these types to your customer accounts in the Customers module. Paladin Point of Sale provides a default set of customer types, and you can define your own (except for Ace Hardware...

About Footage Calculator

About, Knowledge Base
To learn more, click the title of a Knowledge Base article (KBA). KBA Title Area How to use the Footage Calculator to edit the quantity and length of an item Invoice/Quote How to use the Footage Calculator to add quantity and length values to a purchase order item...

About AVS verification

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The Credit Card Deposit report shows the total amount charged to non-swiped credit cards with a partial AVS (Address Verification Services) approval. A partial AVS approval is given when either the billing street address number or the billing zip code are verified,...

About F4 discount for manually-priced items

About, Knowledge Base
In the Invoice/Quote module, you can use the F4 Discount feature to apply a discount to manually-priced items, such as non-inventory items (dump SKUs) and manually-discounted active inventory items. The F4 Discount amount is applied to the highlighted lines on an...

About store credits

About, Knowledge Base
To learn more, click the title of a Knowledge Base article (KBA). KBA Title Area How to apply all or part of a store credit balance to a customer purchase Invoice/Quote  How to turn off the store credit balance message Set up–Receivables A store credit...

About restricted items

About, Knowledge Base
To learn more, click the title of a Knowledge Base article (KBA). KBA Title Area  How to set up a restricted item class  Set up–Class  How to classify an inventory item as a restricted item  Inventory At checkout, you can require customer information for any...

About customer projects

About, Knowledge Base
Customer projects are customer-specific categories that you define in the Customers module, and assign to an invoice when a customer pays by credit card or charges their account. With manager approval, a customer project can also be created or restored at checkout....

About PaladinNsight™

About, Knowledge Base
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...