Sales commission

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

This article provides instruction and information on the following: How to set up a commission per customer How to set up a commission by invoice for each salesperson How to create an Invoice Commission report How to create a Sales Commission report per customer with one commission rate for all customers How to create a […]

Return items

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

Note: Returns to Flexible Spending Accounts (FSA), i.e.. FLEX cards, are not supported in Paladin. When a customer returns an item, Paladin can verify the purchase and add the original invoice number to the return invoice. Figure 1: Original invoice number on the return invoice This article provides instruction and information on the following: How […]

Report Presets

About, Knowledge Base, Process, Reports, Setup

Report presets are useful for reports that you run frequently. You can set up a report to run automatically on daily, weekly, or monthly intervals and/or set up a button on the bottom ribbon of the Report module, that when pressed, runs the report with predefined settings.  In the Reports module, you can create nine […]

Purchase Orders

About, Knowledge Base, Purchase Orders

This article provides instruction and information on the following: How to create a manual purchase order How to receive a manual purchase order How to create a negative purchase order How to receive a negative purchase order How to merge stored purchase orders How to resend a purchase order to the supplier How to create […]

Item tags

About, Inventory, Knowledge Base, Process, Setup

Paladin provides four tag types: Bin tags Shelve tags Barbell tags Item tags Although similar, each has its own characteristic. This article is strictly for item tags. To view item tags provided by Paladin, refer to the LTSR catalog. To be distinct, Item tags measure 1 inch-by-1 inch and have an adhesive back. This article […]

Bin tags and shelf tags

About, Knowledge Base, Process, Setup

Important: Bin tag 52 is now available to meet the Cash Discounting laws in New York. As of 01/01/2024, New York now requires stores that are passing credit card fees onto card holders to post both the price for paying with cash and the price for paying with a credit card on their bin tags. […]

Printing receipts

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

This article provides instruction and information on the following: How to set up custom text on your receipts How to print a receipt from the Invoice Report How to print a receipt with a known part number How to print a receipt with a known customer name How to find and print a receipt without […]

Payment Management

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

This article provides instruction and information on the following: How to apply a payment to an invoice How to view all payment charges and credits to an account or project How to view Applied Credit History How to correct a payment that was mistakenly applied to an invoice How to apply a payment to an […]

Kits

About, Inventory, Knowledge Base

This article provides instruction and information on the following: How to set up the Kit feature How to add items to a Kit How to enable hiding Kit components How to set up a trigger item Edit Kit items: Rename or delete How to sell a Kit How to create a Stored Kits report How […]

Ace gift cards

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

This article contains information and instruction on the following: How to sell an Ace gift card How to redeem an Ace gift card How to check an Ace gift card balance How to reload Ace gift cards How to return Ace gift card funds after activation How to sell an Ace gift card In Paladin, […]

Invoice line items: Tax, Def, and Net check boxes

About, Invoice/Quote, Knowledge Base, Setup

This article provides instruction and information on the following: Overview How to change the default tax definition of a customer at checkout How to return a defective item How to prevent manual discounts from applying to net items Overview In the Invoice/Quote module, each line item includes three check boxes: Figure 1: Tax, Def, and […]

Cash Drop

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

When you take cash from the register to move it to a safer location, the Cash Drop feature provides accurate record keeping. The following end-of-day reports include Cash Drop accounting: Report Cash Drop details Period Register Balance report See each cash drop performed. Total cash drops appear as a negative amount. The Total Cash amount […]