How to setup the Volusion integration (for clients)
Integration, Knowledge Base, Setup
The following process is for Paladin clients that have a new online store with Volusion and that want to set up the Paladin Point of Sale integration with Volusion to: Upload their inventory information to their online store. Start syncing information between their...
The following process is for Paladin clients that have a new online store with Volusion and that want to set up the Paladin Point of Sale integration with Volusion to: Upload their inventory information to their online store. Start syncing information between their...
How to give an employee access to the Profit Analyst
Knowledge Base, Setup
IMPORTANT: Only people with explicit access to employee information can give an employee access to the Profit Analyst. On the File menu, click Setup. On the Employees tab, highlight the employee that needs access. In the Access Level pane, click to select...
IMPORTANT: Only people with explicit access to employee information can give an employee access to the Profit Analyst. On the File menu, click Setup. On the Employees tab, highlight the employee that needs access. In the Access Level pane, click to select...
How to allow changes to a special order
Knowledge Base, Setup
On the File menu, click Setup. Click the Company tab. In the Special Orders pane, select the Allow Special Orders to Be Edited checkbox. Click Save, and then click Close. Important: Before you edit a special order, be aware of the following: If you modify a special...
On the File menu, click Setup. Click the Company tab. In the Special Orders pane, select the Allow Special Orders to Be Edited checkbox. Click Save, and then click Close. Important: Before you edit a special order, be aware of the following: If you modify a special...
EDI: How to set up RF Inbound Receiving for EDI suppliers
EDI, Knowledge Base, Setup
Open Paladin Point of Sale. On the File menu, click Setup. In the Paladin Configuration window, click the Company tab. In the RF Terminals pane, select the Enable Inbound Receiving checkbox. Click Save, and then click Close. When you have this feature set up, refer to...
Open Paladin Point of Sale. On the File menu, click Setup. In the Paladin Configuration window, click the Company tab. In the RF Terminals pane, select the Enable Inbound Receiving checkbox. Click Save, and then click Close. When you have this feature set up, refer to...
Pharmacy: How to set up the pharmacy consultation to include signatures from a pharmacist
Knowledge Base, Pharmacy, Setup
When this feature is set up, sales representatives can identify the status of a pharmacy consultation provided to a customer. The status will be a permanent record on the customer invoice, the pharmacist’s employee record, and in the store’s data. Paladin Point of...
When this feature is set up, sales representatives can identify the status of a pharmacy consultation provided to a customer. The status will be a permanent record on the customer invoice, the pharmacist’s employee record, and in the store’s data. Paladin Point of...
How to manage obscure inventory access for a supplier
Knowledge Base, Setup
Many suppliers provide an all-item catalog that can be imported into Paladin Point of Sale using an Electronic Data Interchange (EDI) process. Catalog items that are not in active inventory are called obscure inventory items. If your store is set up with EDI, you can...
Many suppliers provide an all-item catalog that can be imported into Paladin Point of Sale using an Electronic Data Interchange (EDI) process. Catalog items that are not in active inventory are called obscure inventory items. If your store is set up with EDI, you can...
How to change the dates for Ace Hardware Dynamic Promotions
Knowledge Base, Setup
IMPORTANT: This feature only applies to Ace Hardware stores. When Ace Hardware Dynamic Promotions are set up in Paladin Point of Sale, the promotion sale dates are specified in two ways: In the pricing plan Individually for each item in all sale lists that are...
IMPORTANT: This feature only applies to Ace Hardware stores. When Ace Hardware Dynamic Promotions are set up in Paladin Point of Sale, the promotion sale dates are specified in two ways: In the pricing plan Individually for each item in all sale lists that are...
How to create a Wells Fargo ACH payment plan for a customer in Paladin Point of Sale
Customers, Knowledge Base, Setup
If you have customers with purchases who want to pay over time, you can schedule automatic payments and not worry about managing the customer’s balance. By offering a fixed number of payments on large purchases, you can make your customers happy and increase your...
If you have customers with purchases who want to pay over time, you can schedule automatic payments and not worry about managing the customer’s balance. By offering a fixed number of payments on large purchases, you can make your customers happy and increase your...
How to set the initial sort order for recalled transactions
Knowledge Base, Setup
In the Recall Transaction window, you can choose how quotes (and other recalled transactions) are initially sorted: By date from newest to oldest (This is the default.) Alphabetically by name On the File menu, click Setup. In the Paladin Configuration window, click...
In the Recall Transaction window, you can choose how quotes (and other recalled transactions) are initially sorted: By date from newest to oldest (This is the default.) Alphabetically by name On the File menu, click Setup. In the Paladin Configuration window, click...
How to access the delivery scheduling settings
Invoice/Quote, Knowledge Base, Setup
Streamline the delivery scheduling system for your store with Paladin Configuration settings that simplify the delivery process and reduce the steps for scheduling, coordinating, and fulfilling deliveries. In the Invoice/Quote module, the Schedule Delivery feature is...
Streamline the delivery scheduling system for your store with Paladin Configuration settings that simplify the delivery process and reduce the steps for scheduling, coordinating, and fulfilling deliveries. In the Invoice/Quote module, the Schedule Delivery feature is...
How to prevent changes to kit items (except for the trigger item) on an invoice
Knowledge Base, Setup
You’ve spent time and effort to create and price kits to engage your customers and sell more products. To make sure that your kits are sold correctly, you can turn on a safeguard that prevents changes to kit item prices and quantities on an invoice, except for the...
You’ve spent time and effort to create and price kits to engage your customers and sell more products. To make sure that your kits are sold correctly, you can turn on a safeguard that prevents changes to kit item prices and quantities on an invoice, except for the...
How to view and optionally remove items from a location
Knowledge Base, Setup
All part numbers that are assigned to a specific location will appear in the Paladin Configuration window, on the Loc tab, in a new part number viewer. You can also use this viewer to selectively remove (disconnect) active inventory part numbers assigned to a...
All part numbers that are assigned to a specific location will appear in the Paladin Configuration window, on the Loc tab, in a new part number viewer. You can also use this viewer to selectively remove (disconnect) active inventory part numbers assigned to a...
How to set up the Round Up for Charity feature
Knowledge Base, Setup
Turn on the feature On the File menu, click Setup. In the Paladin Configuration window, click the Charity tab. In the Charity Options pane, select the Enable Roundup for Charity tab. Click Save. Add charities On the Charity tab, you can add pre-defined charities and...
Turn on the feature On the File menu, click Setup. In the Paladin Configuration window, click the Charity tab. In the Charity Options pane, select the Enable Roundup for Charity tab. Click Save. Add charities On the Charity tab, you can add pre-defined charities and...
How to set the default margin for new EDI items in Cardinal and RDC invoices
EDI, Knowledge Base, Setup
When a Cardinal or RDC invoice item is missing a retail price, EDI processing will calculate a suggested retail price using the item cost and a default margin for new EDI items. Example: If the default margin is 35% and the cost of the item is $10, then the...
When a Cardinal or RDC invoice item is missing a retail price, EDI processing will calculate a suggested retail price using the item cost and a default margin for new EDI items. Example: If the default margin is 35% and the cost of the item is $10, then the...
How to set up the no-signature threshold for payment card transactions
Commerce, Knowledge Base, Setup
Notes: If Build 2_1279 or higher is installed, you can skip signatures for purchases less than or equal to $99,999.99. Prior to that build, you can still skip signatures for purchases less than or equal to $99.99. On the File menu, click Setup. In the Paladin...
Notes: If Build 2_1279 or higher is installed, you can skip signatures for purchases less than or equal to $99,999.99. Prior to that build, you can still skip signatures for purchases less than or equal to $99.99. On the File menu, click Setup. In the Paladin...