How to set up percentage discount for a customer
This procedure shows you how to apply an overall percentage discount to a customer’s account balance. If you prefer a more flexible approach, you can set up trade discounts that can be limited to specific departments or classes and that are also applied to individual customers. To learn more, see How to set up and […]
How to set up and apply trade discounts for customers
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
Prompt payment discounts encourage your customers to pay their account balance quickly. To apply a prompt payment discount, you must apply the discount to each individual customer account. Discounts can be applied in two ways: Trade discounts: These discounts use the pricing plan feature and are assigned to a customer account in the Customers module […]
Paladin Settings: Receivables tab
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
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
How to turn off Excel attachments for emailed statements
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 assign Sage 50Cloud Accounting GL accounts to Paladin accounting categories
Before you can set up the Sage 50Cloud Accounting integration, you must assign Sage50 account numbers or names to the Paladin accounting categories. On the File menu, click Setup. Click the Accounting tab. For each accounting category, enter the corresponding Sage 50Cloud account number or name. To help you understand these categories, see Overview: Paladin General […]
How to add accounting software account names/numbers to the GL Summary Report
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
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
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
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 […]
How to add a custom message on emailed receipts
Your custom message will replace this default text: Your invoice from
Ace Hardware: How to convert Valspar part numbers to Benjamin Moore part numbers
To support the Ace transition from Valspar to Benjamin Moore paint SKUs, we’ve created a tool that will convert your Valspar part numbers to Benjamin Moore part numbers automatically. Before you use this utility, read the following guidelines: The utility must be run outside of business hours when no one is using Paladin Point of […]
How to set up an additional fee for an inventory item
To automatically collect an additional set fee when you sell an item, such as recycle fee or a battery core charge deposit, follow these steps: If you haven’t already done so, turn on the core charge feature: On the File menu, click setup and then go to the Invoice (Store) Select the Use Alternate Core […]
How to adjust the volume on a Lane 7000
On the Lane 7000 keypad, press 2634 and then press the F key. Tap Control Panel. Tap Terminal Settings. Tap Human Interface. Tap Beep and then select Beep on Key Press. Tap Volume. Use the pen to adjust the volume and then press the green circle to set volume. On the keypad, press the yellow Back button, […]
