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 […]
How to create electronic files to attach to a purchase order
Paladin provides the capability to create electronic files that can be attach to a purchase order (PO) and stored online. 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 documents Additional Functions […]
Saberis Special Order integration
SaberisConnect is our cloud-based integration solution for the lumber and building materials industry. Saberis counters one of the challenges that building materials companies face as they interact more with technology and digitally transform – their software solutions consolidate and integrate information from quotation and order systems to ERP and POS systems. Paladin has partnered with […]
Paladin Mobile
Paladin Mobile 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. In the first phase of Mobile, all checkout functionality is available. From looking up customers and inventory to purchasing with any conventional payment type (credit cards, […]
Rental services
Paladin has a process for creating a rental agreement for any rental items. The process involves creating a customer account, and then collecting a deposit that can be combined from the final transaction. This article provides instruction and information on the following: How to create a customer account for a rental service How to take […]
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. Enter LUMBER in the Name box. 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 […]
California Agriculture exemption tax
This article provides instruction and information on setting up California Agriculture exemption tax. Creating a department Assigning the department Assigning tax definitions Assign agriculture tax exemption to all qualifying clients Creating a department In Paladin, from the main menu, select File >Setup. Select the Dept tab. Under the ID and Name field, click New. Enter […]
Sensitive pricing on inventory items
Sensitive is an EDI setting that modifies how pricing is applied during an EDI run Note: This is only applicable to the following EDI vendors: Ace (invoice and hotsheets) Do It Best (invoice only) True Value (invoice only) Normally, these vendors are configured to use 1 out of 3 price streams; so, if the supplier […]
Creating store-issued coupons
Clients not utilizing rewards programs, such as RepeatRewards, Rich Rewards, etc., can still take advantage of using coupons in Paladin by creating their own store-issued coupons. Store-issued coupons can: Drive customers to your business. Introduce your store to new shoppers. Entice existing customers to make unplanned purchases. Coax past customers to return to your business. […]
Paladin Employee Out of Office requirements
For any planned absence, you need to: Email: Set up Out of Office reply Phone: Set up Out of Office message ShoreTel Quick Reference Guide Teams: Set up Offline status and Out of Office message Note: If you are out sick for more than 1 day, contact your lead to inform the team so that […]
Multi-store: Access to stores
When an employee wants to access another store of a multi-store configuration within Paladin, they must have the following access permissions: Manger override Enterprise Access Enterprise Configuration To set these in Paladin: From the main menu, select File > Setup. Select the Employees tab. In the Access Levels pane, check Manager Override, Enterprise Access, and Enterprise […]
