Order Generation Report

Inventory, Knowledge Base, Process, Reports, Setup

The Order Generation report is designed to consolidate ordering methods. Order Generation offers three approaches: AI Suggested Order, MinMax, and History-Based. AI Suggested Order (Recommended) Uses advanced forecasting to recommend order quantities based on sales history, seasonality, inventory trends, and other factors. It helps maintain optimal stock levels, maximize sales opportunities, and reduce out-of-stocks. This […]

triPOS EBT/SNAP

Credit Cards, Knowledge Base, Process, Setup

As per triPOS: “Electronic Benefit Transfer (EBT) is an electronic system that allows government’s states benefits departments to issue money, accessible via a plastic debit card. Common benefits provided via EBT are typically of two general categories: food stamps (SNAP) and cash benefits. triPOS supports processing EBT cards for the following transactions: EBT Sale – triPOS […]

Quotes: Insert Quote Feature

Invoice/Quote, Knowledge Base, Process, Setup

With the Insert Quote feature, quotes can be inserted into invoices. With the No Del setting, quotes can be inserted into invoices customers use for projects they use over time (for information on this, refer to the Quotes: No Delete Feature KBA). To insert a quote into an invoice: In Paladin, select the Invoice/Quote module. […]

Quotes: No Delete Feature

Invoice/Quote, Knowledge Base, Process, Setup

Often times, clients have customers that have projects that utilize the same materials, and because of this, develop quotes in Paladin that can be utilized over again over time. With this, Paladin now has a No Del (no delete) setting. To activate the No Del setting: In Paladin, open the Invoice/Quote module. On the bottom […]

FastQuery Integration

Integration, Knowledge Base, Process, Setup

FastQuery acts as an AI copilot for store employees, giving them instant access to the store’s entire inventory and related product information. Benefits: Speeds up customer service by allowing staff to quickly find product details, availability, and location. Helps new hires perform at the level of experienced staff by providing instant, AI‑driven answers. Streamlines store operations […]

triPOS Surcharging

Credit Cards, Knowledge Base, Setup

Credit surcharge is an additional fee that merchants can add to a transaction when cardholder pays with a credit card. The surcharge helps cover the expenses incurred by the business for processing credit card payments. Important: You are solely responsible for properly investigating applicability of surcharges in your state. This is particularly important for the […]

Orgill Promotional Pricing

Inventory, Knowledge Base, Process, Sale List, Setup

The following Orgill Promotional Pricing files are available for download from Orgill’s PROMOPRC folder. Advantage Promotional Pricing file: get SCRADV.DAT Regular Promotional Pricing file: get SCRREG.DAT  VP1 Promotional Pricing file: get SCRVP1.DAT  VP2 Promotional Pricing file: get SCRVP2.DAT The files create multiple sales lists in Paladin Configuration at File > Setup > Sales Lists Paladin […]

Ace Gift Cards: Fiserv Gift Solutions

Ace Hardware, gift cards, Knowledge Base, Process, Setup

Ace’s newest gift card lineup features new designs and scannable barcodes, allowing cashiers to activate cards instantly and scan the barcode to quickly redeem the funds. This article provides information and instruction on the following: What’s new Benefits Ace Gift Cards now Available Setup in Paladin How to sell gift cards at the register Important: […]

PaladinGo™: Memor Battery Profile

Knowledge Base, Memor Device, PaladinGo, RF Unit, Setup

By default, Memor 12 and 17 devices are set up to only charge to about 80% for long-term battery health. This can be adjusted, and there are three options to choose from.    Instruction to customize battery profile: Option 1: On the Memor, exit the launcher Select Launcher Settings. Enter the password 1234. Figure 1: […]

Serial Number Action Items Report

Knowledge Base, Reports, Setup

To create a Serial Number Action Items report: In Paladin, select the Reports module. In the Report Area pane, select Inventory > General. In the Report List pane, select Serial Number Action Items. In the Choose Report pane, press F12 Next. In the Serial Number Action Items window, in the Report Settings pane, add a […]

Viewing Images

Invoice/Quote, Knowledge Base, Purchase Orders, Setup

Product images are stored in Paladin Cloud Storage. After initial setup, images can be viewed through the Invoice/Quote and PO modules by right clicking on an item and selecting View Images. Images can also be viewed in the Advanced Lookup window by clicking on the magnifying glass next to the item.  When an image is […]

UPC Lookup

eCommerce, Inventory, Knowledge Base, PaladinShop, Process, Setup

This feature allows clients to check the UPC, or potential UPC, associated with a part in order to identify bad or incorrect UPCs and remove them from their database. This corrects the wrong image and rich description showing for parts in PaladinShop™. To use this feature: In Paladin, select the Inventory module. Enter the part […]