RF Unit: 15 line functionality

Inventory, Invoice/Quote, Knowledge Base, Process, RF Unit, Setup

RF Unit 15 line functionality (introducing dynamic prompts) is an enhancement to the current 6 line functionality. All current functions of the RF Unit in Paladin remain the same; clients currently using the RF 6 line functionality have the option to continue using that functionality or utilize some or all of the RF 15 line […]

PaladinNsight™ Clearance function

Inventory, Knowledge Base, Process, Setup

Using the PaladinNsight™ dashboard, clients can set up clearance items. PaladinNsight™ is located in Paladin’s Inventory module on the Inventory tab. If you are a manager or other high-level employee, it will automatically appear on your PaladinNsight™ dashboard. This article provides instruction and information on the following: Paladin Configuration: Setting up Clearance  Setting clearance items […]

Inventory Count List Report

Inventory, Knowledge Base, Reports, Setup

To create an Inventory Count List 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 Inventory Count List. In the Choose Report pane, click F12 Next. In the Inventory Count List window, set your report parameters in the […]

Benjamin Moore EDI

EDI, Integration, Knowledge Base, Policy, Setup

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: Batch and print EDI price changes on full sheet bin […]

BlockChyp: Store and Forward

Commerce, Knowledge Base, Policy, Process, Setup

BlockChyp’s Store and Forward system allows clients to continue accepting credit cards on a restricted basis when the Internet is down or BlockChyp is unable to obtain online authorizations. Offline transactions are encrypted and stored in the BlockChyp terminal’s memory until normal processing can be resumed. BlockChyp Credit Card Processing Terminals can store up to […]

Invoice Payment History Report

Invoice/Quote, Knowledge Base, Reports, Setup

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 […]

Consignments

Commerce, Inventory, Knowledge Base, Process, Setup

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

Customers, Invoice/Quote, Knowledge Base, Policy, Process, Setup

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 […]

Saberis Special Order integration

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

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 […]