Data Viewer: PO inventory
In the Paladin, you can view and export inventory information about purchase order items into an Excel spreadsheet. To set this: In Paladin, from the top menu, select Maintain > Data Viewer. Select the Purchase Orders tab. In the Type list, select the type of purchase order you want to view or export […]
Set up options for deleted inventory items at checkout
You can set up one of the following options to occur when a deleted item is scanned or added manually to an invoice: Auto Restore Prompt for Restore Part Number Not Found (the default) In Paladin, from the main menu, select File > Setup. Select the Invoice (Store) tab. In the Invoice pane, in the […]
Set duplicate invoices to print on a receipt printer
Note: You must be a manager or a higher position to change this setting. To set up duplicate invoices to print on a receipt printer: In Paladin, from the main menu, select File > Setup. Select the Invoice (Store) tab. In the Invoice pane, check Use Receipt Printer for Invoice Reprint. Click Save, then click […]
Invoice/Quote module: Display Description 2
When you add an item to an invoice, Paladin can display the inventory item’s Description 2 text (from the Inventory module) in the Description box. Figure 1: Inventory module Description 2/Invoice/Quote module showing description of item This lets a salesperson view the description while they are creating the invoice. Description 2 text is always printed […]
Store credit
This article provides instruction and information on the following: About store credit How to apply a store credit balance to a purchase How to turn off the store credit balance message About store credit A store credit represents money that a customer can spend in your store. The credit can be from a returned item, […]
Turn off EMV receipt printing
To turn off EMV receipt printing: In Paladin, from the main menu, select File > Setup. Select the Invoice (Store) tab. In the Invoice pane, click to clear the Enable EMV Receipts checkbox. Click Save, then click Close.
Set Star receipt printer for printing entire receipt
This article describes how to adjust the settings for a Star receipt printer so that the entire receipt is printed. The default paper size of 11 inches is set in several places in the printer driver. Note: When a printer manufacturer makes updates, it may make slight changes to the names of the following settings. […]
Customer projects
Customer projects are specific categories defined in Paladin’s Customers module and assigned to an invoice when a customer pays by cash, credit card, or charges their account. With manager approval, a customer project can also be created or restored at checkout. Later, a customer’s sales history can be filtered by project in reports, such as […]
Force invoice to big form
To print all invoices, quotes, and special orders for a specific customer on the store’s laser printer using the big form (8 ½ x 11): In Paladin, on the top ribbon, select the Customers module. Enter or select the customer account in the Customer list. In the Form Control pane, check Force invoice to big […]
Inventory Core Charge
Many states have enacted regulations that require inventory item-specific charges. This is done to help reduce items being improperly left in landfills and to encourage recycling and reuse of materials (aluminum cans, glass bottles). These charges are referred to as a core charge, which is a fee that is automatically included with the item on […]
True Value EDI
This article provides instruction and information on the following: How to send the Purchase Order to True Value How to receive an EDI file from True Value How to receive True Value Promotions True Value EDI enhancements Note: After successfully downloading EDI, follow the steps in the following KBA to generate your bin tags or […]
Net pricing on inventory items
You can prevent an inventory item from being automatically discounted by setting the Net pricing rule on the Pricing tab in Paladin’s Inventory module. Figure 1: Paladin Inventory module/Pricing tab/Net checkbox To apply the Net pricing rule to an inventory item: In Paladin, on the top ribbon, select the Inventory module. Enter a part number […]
Invoice/Quote options for handling inactive/deleted items
A Paladin Configuration setting lets you choose how inactive (deleted) inventory items are handled when they are scanned or manually-entered in Paladin’s Invoice/Quote module. Note: “Deleted” items are not “deleted.” They are “inactive” and can be restored/activated if needed. To set up deleted (inactive) inventory items in the Invoice/Quote module: In Paladin, from the main […]
Generate bin tags when mfg part numbers change
Note: Ace Hardware EDI processing generates bin tags when the manufacturer part number changes. To generate a new bin tag when an item’s manufacturer part number is changed by an EDI process: In Paladin, from the main menu, select File > Setup. Select the Company tab. In the Tag Styles pane, under Reprint Tag When […]
Ace Rewards: Customer types
You can assign the following types (Figure 1) to your customer accounts in Paladin’s Customers module, and they will then be included in your nightly Ace upload data. Note: Ace Rewards customer types cannot be edited or removed and appear in Paladin’s Customers module and Invoice/Quote module when signing up a new Ace Rewards member. […]
