Seasonal Items

Invoice/Quote, Knowledge Base, Process, Purchase Orders, Setup

This article provides instruction and information on setting up Seasonal sales. In Paladin, on the top ribbon, select Inventory module. Enter the part to recall in the Part # box. Press Enter. Select the Order Control tab. In the Seasonal Dates pane, check Seasonal. Set the Begin Date. Note: This should be the date you […]

Product Pictures/Images

EDI, Inventory, Knowledge Base, Process, Setup

How to enable product pictures/images to be viewed in Advanced Lookup Images of parts can be downloaded to your computer and then viewed through Advanced Lookup in either the Invoice/Quote module or the Inventory module. When set up, the function will run 10 minutes nightly adding or updating images.  Feature Available To Requirements Ace EDI […]

Remote Stock Check (RSC)

Commerce, Inventory, Knowledge Base, Process, Setup

The Remote Stock Check (RSC) feature provides: Real-time remote stock on hand (SOH) information Sorting POs by availability Adjusting order quantities before buying Efficient ordering This article provides instruction and information on the following: Setting up RSC in Paladin Get real-time RSC stock on hand for any inventory item Sort purchase order by RSC availability […]

Accounting: ACH option

Accounting, Knowledge Base, Reports, Setup

To include ACH data in the GL Summary, the following must be set: In Paladin, from the main menu,, select File > Setup. Select the Accounting tab. In the Asset Accounts pane, check Include ACH. Enter the ACH account number in the ACH Account box. Click Save, and then click Close. Figure 1: Accounting tab/ACH […]

Remote Access to Mobile phones

Install, Knowledge Base, Setup

Notes: The access is View Only, there is no remote control. There is a 15 second ring sound, which indicates an active session. Enable the Do Not Disturb option to prevent phone notifications from being seen. The following provides instruction for both Paladin TSRs and clients. Paladin TSR Open the N-able Take Control console. Click […]

How to set up TSP 100 LAN printer

Features and Updates, Invoice/Quote, Knowledge Base, Setup

To set up the TSP 100 LAN printer: Go to B24C_Data > Squads > Squad1 > Printers and copy TSP100_LAN_and_BluetoothSettingTool_V110.zip Connect to the client’s terminal and paste the TSP100_LAN_and_BluetoothSettingTool_V110.zip to the desktop. Open the .zip file and run the executable. For instruction and setup steps, go to: https://starmicronics.com/help-center/knowledge-base/installing-a-star-tsp100-lan-series-printer-on-windows-os-using-futureprnt/ If the client has a cash drawer […]

Ace: Upload historical data

Ace Hardware, Knowledge Base, Process, Setup

Note: The following is only for clients that want historical data. In Paladin, from the main menu, select Maintain > Data viewer. Select the Rewards tab.  In the Brand field, select Ace. Change the Starting date to the date of the client’s choosing. Note: There may be a limit as to how far back the […]

How to run the EDI Masked Item Report

EDI, Knowledge Base, Reports, Setup

This report (in PDF format) shows the EDI LOCKS enabled within your system. Part numbers and Descriptions are included on this report. In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > General. In the Report List pane, select EDI MASKED ITEM REPORT. In the Choose Report […]

How to create the Period Comparative Revenue report

Knowledge Base, Reports, Setup

With the Period Comparative Revenue report, you can quickly identify revenue sources for the date range that you select. In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > Revenue. In the Report List pane, click Period Comparative Revenue. Note: You can also click the following […]

Month-end statements

About, Knowledge Base, Reports, Setup

This article provides instruction and information on the following: Automatic Month-end Statement process Benefits and changes How to run Month-end statements Manual statement run Account Summary Report How to reverse a Month-end statement How to save Month-end statements for bulk mailing Automatic Month-end Statement process Paladin is in the process of rolling out the automatic […]

Sale Lists

About, Commerce, Inventory, Invoice/Quote, Knowledge Base, Process, Setup

This article provides instruction and information on the following: How to create a Sale List Navigating between Sales and Pricing Plans How to make an active Sale List inactive How to make an inactive Sale List active Sale List filters How to export and import items in a sale (Sale List) using Excel How to […]