How to add accounting software account names/numbers to the GL Summary Report
Knowledge Base, Setup
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,...
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,...
How to set the minimum margin for a department
Knowledge Base, Setup
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...
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...
About Trustwave
INTERNAL, Knowledge Base, Setup
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 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...
How to automatically number quotes
Invoice/Quote, Knowledge Base, Setup
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...
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...
How to add a custom message on emailed receipts
Invoice/Quote, Knowledge Base, Setup
Your custom message will replace this default text: Your invoice from <your store> is attached. Thank you for your business. On the File menu, click Setup. In the Paladin Configuration window, click the Forms tab. In the Invoice Email Message box, enter your...
Your custom message will replace this default text: Your invoice from <your store> is attached. Thank you for your business. On the File menu, click Setup. In the Paladin Configuration window, click the Forms tab. In the Invoice Email Message box, enter your...
Ace Hardware: How to convert Valspar part numbers to Benjamin Moore part numbers
Ace Hardware, Knowledge Base, Setup
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...
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...
How to set up an additional fee for an inventory item
Inventory, Invoice/Quote, Knowledge Base, Setup
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...
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...
How to adjust the volume on a Lane 7000
Knowledge Base, Setup
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...
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...
How to create a Facebook page for your business
Knowledge Base, Setup
To create a Facebook business page, you must be logged in to your personal Facebook account. Log in now, if you aren’t already. Step 1: Sign up First, go to facebook.com/pages/create. Click Get Started for a Business or Brand. Next, enter your business information....
To create a Facebook business page, you must be logged in to your personal Facebook account. Log in now, if you aren’t already. Step 1: Sign up First, go to facebook.com/pages/create. Click Get Started for a Business or Brand. Next, enter your business information....
How to auto-print yard orders
Knowledge Base, Setup
How to auto-print yard orders Open File > Setup > Invoice (Store) tab. In the Invoice pane, select Filter Yard Order Printing by Inventory, and then select Auto Print Yard Orders. Click Save.
How to auto-print yard orders Open File > Setup > Invoice (Store) tab. In the Invoice pane, select Filter Yard Order Printing by Inventory, and then select Auto Print Yard Orders. Click Save.
How to set up department groups for the Comparative Revenue Report
Knowledge Base, Setup
When you assign department groups. the Comparative Revenue report (Excel version) will automatically create individual worksheets for those specified groups. It is not necessary to assign every department to a group. Decide how you want to group your...
When you assign department groups. the Comparative Revenue report (Excel version) will automatically create individual worksheets for those specified groups. It is not necessary to assign every department to a group. Decide how you want to group your...
How to create a custom BOGO sale
Knowledge Base, Setup
Note: To create a customer BOGO promotion using the Paladin Point of Sale BOGO designer, you must have access to the Paladin Configuration window. To access this window, in Paladin go to File > Setup. Decide which type of BOGO sale you want to create. There are...
Note: To create a customer BOGO promotion using the Paladin Point of Sale BOGO designer, you must have access to the Paladin Configuration window. To access this window, in Paladin go to File > Setup. Decide which type of BOGO sale you want to create. There are...
How to select, change, or confirm default preferences for bin tag styles
Knowledge Base, Setup
Open the LTSR Catalog,and determine the tags that you want. On the File menu, click Setup. In the Paladin Configuration window, click the Company tab. In the Tag Styles section, in the Default Bin Tag Style drop-down list, select the Bin Tag Format # that you want....
Open the LTSR Catalog,and determine the tags that you want. On the File menu, click Setup. In the Paladin Configuration window, click the Company tab. In the Tag Styles section, in the Default Bin Tag Style drop-down list, select the Bin Tag Format # that you want....
Sign-off sheet for CHECKLIST: Before you perform a server swap for a store
Checklist, INTERNAL, Knowledge Base, Setup
Print this sign-off sheet before you begin the steps in KBA #20122: CHECKLIST: Before you perform a server swap for a store. After you complete each KBA checklist item, enter your initials in the corresponding row below. When you are done, give the initialed sign off...
Print this sign-off sheet before you begin the steps in KBA #20122: CHECKLIST: Before you perform a server swap for a store. After you complete each KBA checklist item, enter your initials in the corresponding row below. When you are done, give the initialed sign off...
How to setup the Volusion integration (for clients)
Integration, Knowledge Base, Setup
The following process is for Paladin clients that have a new online store with Volusion and that want to set up the Paladin Point of Sale integration with Volusion to: Upload their inventory information to their online store. Start syncing information between their...
The following process is for Paladin clients that have a new online store with Volusion and that want to set up the Paladin Point of Sale integration with Volusion to: Upload their inventory information to their online store. Start syncing information between their...