How to set up the FastBound Integration – Client process

Knowledge Base, Setup

Perform the following steps as part of the FastBound integration setup process. This process can be time intensive. STEP F will likely take you the most time. Do not start these tasks until Paladin Support has instructed you to start. STEP A: In Paladin, set up A&D firearm inventory items STEP B: In Paladin, add […]

How to set up the insufficient SOH message

Invoice/Quote, Knowledge Base, Setup

To be notified when you enter an invoice quantity exceeds your current stock on hand, turn on the Insufficient SOH message. This message will not appear for non-inventory items and you can limit it to a range of locations. On the File menu, click Setup. Click the Invoice(Store) tab. Select Enable Oversold Warning. Optional: To […]

How to set up percentage discount for a customer

Customers, Knowledge Base, Setup

This procedure shows you how to apply an overall percentage discount to a customer’s statement balance. You can also set up trade discounts that can be limited to specific departments or classes and that are also applied to individual customers. Trade discounts are applied at checkout. To learn more, see How to set up and […]

How to set up and apply trade discounts for customers

Customers, Knowledge Base, Setup

Trade discounts give your best customers a discount on their monthly statement. Trade discounts are set up as pricing plans. This allows you to selectively discount specific departments or classes and require that the discount meets the minimum margin for each item. You can create multiple trade discounts and selectively apply them to each customer […]

How to set up a prompt payment discount

Customers, Knowledge Base, Setup

Prompt payment discounts encourage your customers to pay their account balance quickly. When you set up this feature, statement discounts (applied per customer) will expire on a specific day of the month if the balance is unpaid. To apply a statement (percentage) discount to an individual customer account, see How to apply a percentage discount […]

Paladin Settings: Receivables tab

Knowledge Base, Setup

The Receivables settings control how monthly statements are generated in Paladin.  To access these settings, in Paladin, on the File menu, click Setup and then click the Receivables tab.     Setting  Description  Enable Statement Generation  Turns on statements.   Requires Paladin Support  Invoice Hold When  Prevent customers with a past due balance from making a charge payment when the payment is overdue […]

How to remove older quotes automatically

Knowledge Base, Setup

IMPORTANT: Deleted quotes cannot be restored. The utility that deletes old quotes based on your criteria runs once a week.  To delete quotes automatically after a set number of days, do this: On the File menu, click Setup. Click the Invoice (Store) tab. In the Delete stored quotes after days setting, select the […]

How to turn off Excel attachments for emailed statements

Knowledge Base, Setup

By default, email statements include a PDF statement and an Excel spreadsheet with this information on separate tabs: Statement Information – store information and statement summary. All Transactions – an itemized list of the customer’s transactions organized by project. See images below for examples. If you do not want to include the Excel spreadsheet, do […]

How to add accounting software account names/numbers to the GL Summary Report

Knowledge Base, Setup

Follow these steps to assign the account numbers/names in your accounting software to Paladin accounting categories so that they are included when you export general ledger data. Note: If you are exporting to QuickBooks, use this article instead. On the File menu, click Setup. Click the Accounting tab. In the Paladin Configuration window, click the Accounting tab. For each […]

How to set the minimum margin for a department

Knowledge Base, Setup

Click File, and then click Setup. Click the Dept tab. If you have multiple stores, in the list of stores, highlight the store where you want to make the change. If you have multiple stores, in the list of stores, highlight the store where you want to make the change. In the list of departments, highlight […]

About Trustwave

INTERNAL, Knowledge Base, Setup

Trustwave is a cybersecurity and managed security services provider through Worldpay that helps merchants maintain PCI compliance. To maintain PCI compliance, Trustwave customers must periodically fill out a questionnaire and may call with questions. How to contact Trustwave Trustwave Support: (800) 363-1621 https://www.trustwave.com/ How to handle client requests for help with Trustwave: If a client […]

How to automatically number quotes

Invoice/Quote, Knowledge Base, Setup

A configuration setting lets you automatically number quotes for easy reference. Quote numbers are added to a Note line item when you print or store the quote. If you store the quote, the number is also appended to the quote’s Memo text. This allows you to quickly find the quote by number in the Recall Transaction window.   To turn on this […]