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 Trustwave Support: (800) 363-1621 https://www.trustwave.com/ How to handle client requests for help with Trustwave: If a client […]

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 find the quote by number in the Recall Transaction window.   To turn on this […]

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 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 custom text. Click Save and then close the Paladin Configuration window.  

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 keypad, press the yellow Back button, […]

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. For Page name, use your business name or the name people are likely […]

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 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 departments. Each group will need an integer group ID. Integers can be simply 1, 2, 3, etc. You do […]

How to set up the serialization feature

Knowledge Base, Setup

Go to File > Setup. On the Company tab, in the Inventory pane, select Enable Serial Number Management. Click Save and then click Close. Restart Paladin. Do this for each serialized inventory item: In the Inventory module, open the item. On the General tab, select the Serial# checkbox. Click Save or press F12. Enter serial […]

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 three options: This BOGO type Offers this promotion […]

How to give an employee access to the Profit Analyst

Knowledge Base, Setup

IMPORTANT:  Only people with explicit access to employee information can give an employee access to the Profit Analyst. On the File menu, click Setup. On the Employees tab, highlight the employee that needs access. In the Access Level pane, click to select the Profit Analyst check box. Click Save. Learn more:  How to set up employee permissions

How to allow changes to a special order

Knowledge Base, Setup

On the File menu, click Setup. Click the Company tab. In the Special Orders pane, select the Allow Special Orders to Be Edited checkbox. Click Save, and then click Close. Important:  Before you edit a special order, be aware of the following: If you modify a special order item price or quantity, or make other […]