Sales commission
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
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
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
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
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
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
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
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 […]
Account payments
This article provides instruction and information on the following: How to post a payment to an account How to reverse a posted payment to an account How to reverse account payment and discount fields Account payment invoice How to post a payment to an account In Paladin, on the top ribbon, select the Invoice/Quote module. […]
Layaway Orders
This article provides instruction and information on the following: How to create a layaway account How to create a layaway order How to receive a layaway payment How to view a layaway status How to recall and complete a layaway transaction How to create the payment report for all layaway orders How to create the […]