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 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.
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 […]
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 […]
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. Click Save. Click the Close button to confirm your preference.
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 list to your manager. Date: ________ TSR Name: __________________ […]
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
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 […]
Open Paladin Point of Sale. On the File menu, click Setup. In the Paladin Configuration window, click the Company tab. In the RF Terminals pane, select the Enable Inbound Receiving checkbox. Click Save, and then click Close. When you have this feature set up, refer to this KBA: EDI: How to process an EDI supplier […]
When this feature is set up, sales representatives can identify the status of a pharmacy consultation provided to a customer. The status will be a permanent record on the customer invoice, the pharmacist’s employee record, and in the store’s data. Paladin Point of Sale will associate the pharmacist’s signature with the consultation results. The Transaction […]
Many suppliers provide an all-item catalog that can be imported into Paladin Point of Sale using an Electronic Data Interchange (EDI) process. Catalog items that are not in active inventory are called obscure inventory items. If your store is set up with EDI, you can follow these steps: On the File menu, click Setup. Click […]
IMPORTANT: This feature only applies to Ace Hardware stores. When Ace Hardware Dynamic Promotions are set up in Paladin Point of Sale, the promotion sale dates are specified in two ways: In the pricing plan Individually for each item in all sale lists that are included in the pricing plan Tip: Sales list item dates, when […]
If you have customers with purchases who want to pay over time, you can schedule automatic payments and not worry about managing the customer’s balance. By offering a fixed number of payments on large purchases, you can make your customers happy and increase your sales opportunities. When the Wells Fargo ACH payment plan for a […]
In the Recall Transaction window, you can choose how quotes (and other recalled transactions) are initially sorted: By date from newest to oldest (This is the default.) Alphabetically by name On the File menu, click Setup. In the Paladin Configuration window, click the Invoice (Store) tab. In the Invoices pane, in the Recall Transaction Default Sort […]
Streamline the delivery scheduling system for your store with Paladin Configuration settings that simplify the delivery process and reduce the steps for scheduling, coordinating, and fulfilling deliveries. In the Invoice/Quote module, the Schedule Delivery feature is on the Checkout tab, where the customer payment must be processed before the delivery details will be scheduled. With […]