Cardinal Health EDI
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 tags or shelf tags This article provides instruction and information on the following: How to set the default margin for new EDI items How to […]
Rounding schemes
This article provides instruction and information on the following: How to set up a rounding scheme How to apply a rounding scheme to an inventory item How to set up a rounding scheme for a supplier How to set up a rounding scheme With a rounding scheme, you can round up prices set by EDI, […]
Reference margins
You can specify a reference margin to calculate the retail price of an item by using the market cost when an item is received by an EDI process or a manually-received purchase order. When you set a reference margin, you will maintain a constant margin on an item as the market cost fluctuates. For example, […]
Pricing Plans
Note: Paladin can run many sale types. For guidance and training, contact Customer Support. Important: For multi-stores, you must enter the same supplier name for each store. If you do not do this, you will create multiple pricing plans and sale lists. For example, do not use these variations: Sunset, sunset, sunset1, sunset2, etc. Instead, […]
Export department list into Excel
You can export a list of department information into an Excel spreadsheet with the following columns: Department name Store # Store Dept Non-Taxable State Non-Taxable County Non-Taxable City Non-Taxable PO System Number-of-Days % Suggested Min Factor % Minimum Margin % To export the department list into an Excel file: In Paladin, from the main menu, […]
Add, remove, and update store logo image file
In Paladin, you can add, remove, and update a store logo image displayed on invoices/receipts, statements, and other documents. The following image file types are supported for store logo image files: PNG (.png) [recommended] GIF (.gif) TIF (.tif) Note: JPEG (.jpeg, jpg) files are no longer accepted for logo images. If your current logo was […]
PaladinNsight™: Set employee access to the dashboard
The PaladinNsight™ information gathering process begins when an employee with access to the PaladinNsight™ dashboard opens Paladin and enters the Inventory module for the first time. The process ends when the dashboard displays information. To ensure EDI processes run fast and efficiently, Paladin delays any EDI process while the PaladinNsight™ dashboard is performing its information […]
Advanced Lookup
With Advanced Lookup, you can find, edit, or add the following information: Customer History Inventory Purchase Order All Name Account Number Address Phone Rewards Number Ace National Lookup (For Ace Hardware stores) Invoice Part Part + Customer Class Department Location Supplier Keyword Class Department Location Supplier Keyword This article provides instruction and information on the […]
View last 100 invoices
In Paladin, you can see a list of recent invoices (up to 100) for a terminal or customer and quickly reprint or email an invoice in the list. If you have a customer selected in Paladin’s Invoice/Quote module, you will see the invoices for that customer from all terminals. Otherwise, you will see the last […]
Defective items
This article provides instruction and information on the following: How to mark a returned item as defective How to mark an exchanged item as defective How to create the Defective Parts Report and remove the items from inventory How to mark a returned item as defective Note: If you or a customer find a defective […]
Export employee list into Excel
You can export employee information into a Microsoft Excel spreadsheet with the following columns: First name Last name ID Active status Figure 1: Excel spreadsheet columns To export the employee list into an Excel file: In Paladin, from the main menu, select File > Setup. Select the Employees tab. Below the list of employees, click […]
Negative on-hold quantities
Note: Paladin recommends that the negative on-hold feature be used cautiously. You can put an item on hold that has a zero or negative stock-on-hand (SOH) value. While this feature may be useful in certain situations, putting a negative quantity of an item on-hold increases your SOH and can make an item appear in stock […]
Set employee permissions
This article describes how to set up an employee with specified permissions to Paladin features and data. In Paladin, from the main menu, select File > Setup. Select the Employees tab. In the Employees list field, select the employee from the list or click New to add an employee. If you want the employee to […]
Administrator password reset
Important: This procedure is only for stores that use TranSentry credit card processing. Otherwise, use the Admin Access employee permission level. For a list of employee permission levels, see Set employee permissions. The administrator password must be reset every 90 days. In Paladin, from the main menu, select File > Setup. Select the Employees tab. […]
Credit Card Deposit Report
The Credit Card Deposit report shows customer names in the list of credit card purchases and displays credit card totals by card type (such as Visa or MasterCard) for purchases processed by Element Payment Services and BlockChyp. About the Credit Card Deposit report The Credit Card Deposit report gives you a list of all credit […]
