Store credit
This article provides instruction and information on the following: About store credit How to apply a store credit balance to a purchase How to turn off the store credit balance message About store credit A store credit represents money that a customer can spend in your store. The credit can be from a returned item, […]
Set Restricted item class
This article provides instruction and information on the following: Overview How to set up a restricted item class How to classify an inventory item as a restricted item Overview At checkout, you can require customer information for any item that you have classified as a restricted item, such as spray paint, fire arms, alcoholic beverages, […]
Customer projects
Customer projects are specific categories defined in Paladin’s Customers module and assigned to an invoice when a customer pays by cash, credit card, or charges their account. With manager approval, a customer project can also be created or restored at checkout. Later, a customer’s sales history can be filtered by project in reports, such as […]
Services and repairs
This article provides instruction and information on the following: How to create a quote for services and repairs How to enter a deposit for services and repairs How to add parts and labor to a quote How to process a transaction for services and repairs How to create a quote for services and repairs Note: […]
Supplier ratios
When items are received, Paladin uses supplier ratio to calculate an item’s stock on hand (SOH), cost, and retail price. It is also used to order the correct quantity from a supplier. A supplier ratio, or a reverse supplier ratio, is required when you buy items from your supplier in different quantities, sizes, or dimensions […]
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 […]
Rounding schemes
This article provides instruction and information on the following: How to set up a rounding scheme How to apply a rounding scheme to an inventory item How to set up a rounding scheme for a supplier How to set up a rounding scheme With a rounding scheme, you can round up prices set by EDI, […]
Reference margins
You can specify a reference margin to calculate the retail price of an item by using the market cost when an item is received by an EDI process or a manually-received purchase order. When you set a reference margin, you will maintain a constant margin on an item as the market cost fluctuates. For example, […]
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, […]
Advanced Lookup
With Advanced Lookup, you can find, edit, or add the following information: Customer History Inventory Purchase Order All Name Account Number Address Phone Rewards Number Ace National Lookup (For Ace Hardware stores) Invoice Part Part + Customer Class Department Location Supplier Keyword Class Department Location Supplier Keyword This article provides instruction and information on the […]
Reports
Reports are listed in alphabetical order. Click on the title to open the KBA on that report. Note: Some of the reports are sections within KBAs. Links to these sections are on the beginning of the KBA. Report Title Accounting Detail Report Accounting Summary Report All Items Report Applied Credit History Report Bin Tag Information Report […]
Defective items
This article provides instruction and information on the following: How to mark a returned item as defective How to mark an exchanged item as defective How to create the Defective Parts Report and remove the items from inventory How to mark a returned item as defective Note: If you or a customer find a defective […]
Taxes
IMPORTANT: You must set up the tax definition before you can follow any other procedures listed in this article. The following provide instruction and information on the following: How to set up a tax definition How to set up Tax Free definition How to assign a tax definition How to create a tax exemption message […]
Email invoices
This article provides instruction and information on the following: How to set up Paladin to send email invoices How to email an invoice How to email an invoice at checkout Emailed invoices show the invoice number in the subject line How to customize a message on emailed invoices How to set up Paladin to send […]
Special Orders
Paladin’s Special Order system covers placing special orders for both existing products as well as non-stocked products. Every special order generated also automatically generates pending purchase orders for all suppliers identified on the special order. This article contains instruction and information on the following: Overview Options Special Order customers How to create a special order […]
