How to set up department groups for the Comparative Revenue Report
Knowledge Base, Setup
When you assign department groups. the Comparative Revenue report (Excel version) will automatically create individual worksheets for those specified groups. It is not necessary to assign every department to a group. Decide how you want to group your...
When you assign department groups. the Comparative Revenue report (Excel version) will automatically create individual worksheets for those specified groups. It is not necessary to assign every department to a group. Decide how you want to group your...
How to create a custom BOGO sale
Knowledge Base, Setup
Note: To create a customer BOGO promotion using the Paladin Point of Sale BOGO designer, you must have access to the Paladin Configuration window. To access this window, in Paladin go to File > Setup. Decide which type of BOGO sale you want to create. There are three...
Note: To create a customer BOGO promotion using the Paladin Point of Sale BOGO designer, you must have access to the Paladin Configuration window. To access this window, in Paladin go to File > Setup. Decide which type of BOGO sale you want to create. There are three...
How to select, change, or confirm default preferences for bin tag styles
Knowledge Base, Setup
Open the LTSR Catalog,and determine the tags that you want. On the File menu, click Setup. In the Paladin Configuration window, click the Company tab. In the Tag Styles section, in the Default Bin Tag Style drop-down list, select the Bin Tag Format # that you want....
Open the LTSR Catalog,and determine the tags that you want. On the File menu, click Setup. In the Paladin Configuration window, click the Company tab. In the Tag Styles section, in the Default Bin Tag Style drop-down list, select the Bin Tag Format # that you want....
Sign-off sheet for CHECKLIST: Before you perform a server swap for a store
Checklist, INTERNAL, Knowledge Base, Setup
Print this sign-off sheet before you begin the steps in KBA #20122: CHECKLIST: Before you perform a server swap for a store. After you complete each KBA checklist item, enter your initials in the corresponding row below. When you are done, give the initialed sign off...
Print this sign-off sheet before you begin the steps in KBA #20122: CHECKLIST: Before you perform a server swap for a store. After you complete each KBA checklist item, enter your initials in the corresponding row below. When you are done, give the initialed sign off...
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...