How to create a purchase order email record
How to create a purchase order email record When a purchase order is emailed to a supplier, a note with the following email details is added to the purchase order: Date email was sent Time email was sent Employee ID, first name and last name initial The email address that the email was sent to […]
Sale Lists
This article provides instruction and information on the following: How to create a Sale List 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 create the Sale List import file […]
Deliveries
Important Note: Mobile2Deliver must be set for Paladin delivery to be set up for client’s customers (Invoice/Quote). This article provides information and instruction on the following: How to set up Mobile2Deliver and delivery options (Internal Only) How to add a delivery address and contact info to a customer account How to validate a customer’s delivery […]
Suggested Order report
The Suggested Order report is designed to help automate the process of sending purchase orders to your vendors. It aggregates data from your sales history and from item-level settings in the inventory module. The report is viewable as a PDF for informational purposes. The Suggested Order report can also generate a pending purchase order, thereby […]
MBF, MFS, Ton, and Order Multiples
In Paladin, you can view item costs in different units, such as thousand board feet (MBF), thousand square foot (MSF), tons, and order multiples. This information can be viewed in both the Inventory and PO modules. This feature is especially useful for products that are priced by suppliers in a different unit of measure than how […]
Transactions: Payment types
Note: When performing a transaction, process gift cards or Flex (FSA) cards first to determine if there will be a balance due via another payment type. Transactions are done on the Invoice/Quote module in Paladin. In Paladin, on the top ribbon, select the Invoice/Quote module. In the Invoice/Quote tab, scan an item for its part […]
How to set up Gmail 2-step Verification and generate an app specific password for Paladin
To set 2-Step verification in Gmail: In Google Gmail: Sign into your Gmail account. In the upper right-hand corner of your browser, click the round icon that shows the first letter of your name. Note: This may be a picture if you have added one to your Gmail account. Select Manage your Google Account. In […]
General Ledger (GL) Summary
This article provides the information and instruction for the Paladin General Ledger Summary feature: Paladin accounting software integrations Paladin General Ledger categories Options to itemize/filter revenue data General Ledger Summary export option How to add accounting software account names/numbers to the General Ledger Summary Report General Ledger account export file names are editable How to […]
Yard Orders
This article provides the following: Pick up order enhancement Pick up order by location Pick up order printer control Pick up order printer tray control Pick up ticket as a receipt Pick up order enhancement Inventory Locations are displayed on Yard Order/Pick Up Order forms. A column on the right side of the form identified […]
How to set up BlockChyp gift cards
This article contains the following: How to set up Paladin terminals to process BlockChyp gift cards How to set up the BlockChyp gift card SKUs How to check the balance of a BlockChyp gift card How to set up Paladin terminals to process BlockChyp gift cards Open Paladin on any store terminal and sign in […]
How to set up TSC-ALPHA-3RB portable printer
These instructions assume configuration for the LT7112H RF unit is correct, both in the LT7112H RF unit and in Paladin. The pairing code is already set as 0000; therefore, no changes needed. You only need one utility to set up the TSC Alpha-3RB portable printer (DiagTool_V163.exe). This article contains the following information: Configure the TSC […]
How to obtain an app-specific password from Yahoo
To obtain an app-specific password from Yahoo, perform the following: Open a web browser to https://mail.yahoo.com and sign into the Yahoo email account. Click the Account Name in the upper right of the browser window, then click Account Info. Click Account Security. Note: Do not turn on 2-Step Verification. Click Generate App […]
How to obtain an app-specific password from AT&T
To obtain an app-specific password from AT&T, perform the following: Open a web browser to https://att.com and sign into the AT&T email account. From the Account menu, click Manage Profile. On the next window, under Sign In Info, click Linked Accounts. On the next window, in Secure Mail Key, create an app password. Copy the […]
How to set basic sales and inventory data uploading from Ace
For stores that want basic sales and inventory data uploading from Ace without having to sign up for Ace Rewards, Paladin now offers a $29 monthly basic data upload service. Note: If a store is enrolled in Ace Rewards, they already have access to sales and inventory data uploads and should not use this […]
How to set up the FastBound Integration – Client process
Perform the following steps as part of the FastBound integration setup process. This process can be time intensive. STEP F will likely take you the most time. Do not start these tasks until Paladin Support has instructed you to start. STEP A: In Paladin, set up acquisition and disposition (A&D) firearm inventory items STEP B: […]
