BOGO percentage discount
With this type of sale, when customers buy one item at full price, they get an additional one at percentage off. To set up a Buy One Get One (BOGO) percentage discount: In Paladin, from the main menu, select File > Setup. Select the Sale List tab. In the Sales pane, click New. In the […]
Email invoices
This article provides instruction and information on the following: How to set up Paladin to send email invoices How to email an invoice How to email an invoice at checkout Emailed invoices show the invoice number in the subject line How to customize a message on emailed invoices How to set up Paladin to send […]
Statements
This article provides instruction and information on the following: How to print a statement without a transaction report How to print a message on a statement How to handle the error message about a corrupt logo in a statement Setting up Store email Set Email delay Statement print to support windowed envelopes Note: For month-end […]
Special Orders
Paladin’s Special Order system covers placing special orders for both existing products as well as non-stocked products. Every special order generated also automatically generates pending purchase orders for all suppliers identified on the special order. This article contains instruction and information on the following: Overview Exclude special order deposits Options Special order customers Find Customer’s […]
Sales commission
This article provides instruction and information on the following: How to set up a commission per customer How to set up a commission by invoice for each salesperson How to create an Invoice Commission report How to create a Sales Commission report per customer with one commission rate for all customers How to create a […]
Return items
Note: Returns to Flexible Spending Accounts (FSA), i.e.. FLEX cards, are not supported in Paladin. When a customer returns an item, Paladin can verify the purchase and add the original invoice number to the return invoice. Figure 1: Original invoice number on the return invoice This article provides instruction and information on the following: How […]
Transaction Report: Monthly service charges
To create a Transaction Report showing monthly service charges: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need to Know. In the Report List pane, select Transaction Report. In the Choose Report pane, click F12 Next. In the Transaction Report window, in […]
Stop Meth Transaction Report
You can create a report that hides sensitive data that is not meth-related, but can still meet the stop-meth reporting requirements. This report will reveal notes, customer ID, payment type, amount, and signature. To run the report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > […]
Last Counted Report
To identify items that have been missed during a location count, create a report for a location for all dates prior to the most recent count date. The following instructions use Single Store, but Multi-Store is also an option. Note: Report ODBC must be enabled. To run the report: In Paladin, from the top menu, […]
Inventory Valuation Summary by Department Report
With the Inventory Valuation Summary by Department report, you can see the total value of inventory filtered by part number ranges, departments, suppliers, classes, subclasses, or locations. Note: Year to date (YTD) sales data is fully presented. YTD sales figures are calculated on historical data of parts based on the department of the item at […]
History Viewer Report
The Inventory module includes four tabs with various magnifying glass icons next to options. Each option magnifying glass that you click produces a history report for that option. In Paladin, on the top ribbon, select the Inventory module. Enter a part number in the Part # box. Press Enter. Click one of the following tabs: […]
Customer Profit Ranking Report
With the Customer Profit Ranking report, you can quickly identify the customers who produce the most revenue for your store. In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Customers > Ranking. In the Report List pane, select Customer Profit Ranking. In the Choose Report pane, click F12 […]
Report Presets
Report presets are useful for reports that you run frequently. You can set up a report to run automatically on daily, weekly, or monthly intervals and/or set up a button on the bottom ribbon of the Report module, that when pressed, runs the report with predefined settings. In the Reports module, you can create nine […]
Item tags
Paladin provides four tag types: Bin tags Shelve tags Barbell tags Item tags Although similar, each has its own characteristic. This article is strictly for item tags. To view item tags provided by Paladin, refer to the LTSR catalog. To be distinct, Item tags measure 1 inch-by-1 inch and have an adhesive back. This article […]
Bin tags and shelf tags
Important: Bin tag 52 is now available to meet the Cash Discounting laws in New York. As of 01/01/2024, New York now requires stores that are passing credit card fees onto card holders to post both the price for paying with cash and the price for paying with a credit card on their bin tags. […]
