Benjamin Moore EDI
This article provides the following instruction and information: How to send a purchase order to Benjamin Moore How to download and process EJD EDI files Note: After successfully downloading EDI, follow the steps in the following KBA to generate your bin tags or shelf tags: How to batch and print EDI price changes on full […]
Ace Hardware: Children’s Miracle Network Bucket Days promotion
To learn more about this promotion, go to Drumming Up Support For Miracle Bucket Days. This article includes instruction and information on the following: Preliminary steps How to process the promotion transaction How to create an Items Sold Report and submit the amount due to Ace Hardware Miracle Bucket Days Preliminary steps Make sure that part number […]
Ace Rewards: Converting House Accounts and assigning 198 numbers
This article provides instruction and information on: Converting House Accounts to Ace Rewards Assigning 198 numbers Note: For overall information on Ace Rewards setup, refer to: Ace Hardware: How to set up Ace Rewards Converting House Accounts to Ace Rewards House Accounts are for customers who can charge at the store level and carry a […]
Apply Service Charge prior to month-end statements
If you want to apply service charges prior to month-end statements: In Paladin, from the main menu, select File > Setup. Select the Receivables tab. At the end of the Statements pane, check Apply Service Charge Manually. Click Save, then click Close. From the top menu, select Maintain > Data Viewer. Select the A/R Service […]
How to set up a Store Use customer account
A Store Use customer account allows you to: Track products you are pulling off the shelf to use in the store. Correctly reduce the stock on hand (SOH) quantities of the products you are pulling off the shelf. Track which employee is pulling these items off the shelf. Ring out these items at cost instead […]
Invoice Payment History Report
To run an Invoice Payment History Report: In Paladin, on the top ribbon, select the Customers module. Enter or select a customer account from the Customer list. On the bottom ribbon of the module, select F6 Payment Management. In the Payment Management window, in the Charge Invoices pane, there are three options: All Applied Open […]
Accounting Detail Report
To create an Accounting Detail report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Accounts Receivable > Accounting Reports. In the Report List pane, select Accounting Detail Report. In the Choose Report pane, click F12 Next. In the Accounting Detail Report window, in the Report Settings pane: […]
Consignments
Consignment is an arrangement in which goods are left with a third party to sell. The party that sells the goods receives a portion of the sale, either as a flat rate fee or commission. Selling through a consignment arrangement can be a low-commission, low-time-investment way of selling items. This article provides instruction and information […]
Signatures
This article provides instruction and information on the following: How to enable Signature required Specify a signer and PO number for all credit card purchases How to set up Paladin to optionally skip any required signature Skip signature dollar limit How to turn on the authorized signer options for all credit card purchases How to […]
Paladin Cloud: Attaching electronic files to a purchase order
Paladin provides the capability to create electronic files that can be attach to a purchase order (PO) and stored in the Paladin Cloud. This is done through scanning. This article provides instruction and information on the following: How to scan and attach documentation to a purchase order Find PO function to view and/or attach scanned […]
Saberis Special Order integration
Paladin has partnered with Saberis to integrate vendor quotation or order systems. SaberisConnect is our cloud-based integration solution for the lumber and building materials industry. Saberis counters one of the challenges that building materials suppliers face as they interact more with technology and digitally transform their software solutions and consolidate and integrate information from quotation […]
Paladin Mobile3
Paladin Mobile3 takes point of service functionality from terminal to tablet allowing sales to be made anywhere an Internet connection is available – in-store or out in the field. This article provides instruction and information on the following: Setting up Paladin Mobile3 Navigating Paladin Mobile3 Settings page Checkout How to update the app Setting up […]
Rental services
Paladin has a process for creating a rental agreement for any rental items. The process involves creating a customer account, then collecting a deposit that can be combined from the final transaction. Note: If the client’s store(s) have a substantial rental program, Paladin suggest they integrate with Point of Rental Essentials. The Paladin-Point of Rental […]
California 1 percent (1%) Lumber tax
This article provides instruction and information on setting up California 1 percent (1)% Lumber tax. Creating a department Assigning the department Assigning tax definitions Creating a department In Paladin, from the main menu, select File >Setup. Select the Dept tab. Under the ID and Name field, click New. In the Name box, enter LUMBER. Enter […]
How to load a client’s logo onto a non-EMV Ingenico device
This article provides instruction and information on loading a client’s logo onto a non-EMV Ingneico credit card device. The reason these devices must be non-EMV is because Paladin is locked out of this capability by the 3rd party software, NETePay, required to process EMV payments. By default, the displayed logo is the Paladin logo, but […]
