Set specific sale price to items
To set a specific sale price to items: In Paladin, from the main menu, select File > Setup. Select the Sale List tab. In the Sales pane, find the sale list and highlight it. Scroll to the Pricing Plans pane, and click Create New Pricing Plan. In the Pricing Plan tab, in the Name box, […]
Manually add items to a sale
To manually add items to a sale: In Paladin, from the main menu, select File > Setup. Select the Sales List tab. In the Sales section, in the list of sales, highlight the sale. In the Sale Items section, click New, then enter a number in the Part Number box. In the Price box, enter the price of the sale item, then […]
Invoice barcodes
Paladin invoice barcodes use the code 128 barcode standard. This eliminates issues that cause some invoice barcodes to print incorrectly after a Windows update. Most scanners can read the code 128 barcode standard. If your scanner is not reading new invoice barcodes, one of the following situations may be true: You may need to set […]
Invoice line items: Tax, Def, and Net check boxes
This article provides instruction and information on the following: Overview How to change the default tax definition of a customer at checkout How to return a defective item How to prevent manual discounts from applying to net items Overview In the Invoice/Quote module, each line item includes three check boxes: Figure 1: Tax, Def, and […]
Register Balance Report
To create a Register Balance report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > Daily Balancing. In the Report List pane, click one of the following reports: Report Balancing type Today’s Register Balance Same day Yesterday’s Register Balance Previous day Period Register Balance Time […]
Inventory On Hold
With Paladin’s Inventory On Hold feature, you can reserve an item for a pending transaction so that the available stock-on-hand (SOH) reflects the reduced quantity. To use the Inventory On Hold feature, you must create a stored transaction. You can use Inventory On Hold with the following tools: Inventory reports Suggested ordering Stock needs calculator […]
Quotes
This article provides instruction and information on the following: How to create a quote How to create a quote for services and repairs How to add parts and labor to a quote How to add a new part number to a quote after it is created How to automatically number quotes How to sell items […]
Transaction Report
To create a Transaction Report: 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, choose the Transaction Report version: Transaction Report: Creates a PDF report and offers many report settings that allow you to search by […]
Stored transactions
This article provides instruction and information on the following: Overview Stored Transactions notice How to create a Stored Transaction How to recall or delete a Stored Transaction How to suspend a Stored Transaction How to create a Stored Transaction report Overview In Paladin’s Invoice/Quote module, in the Store Transaction window, you can enable the following […]
Pharmacy: Complete pickup number option
When the following pharmacy configuration settings are selected, pharmacy invoice transaction data includes the complete pickup number when the data is uploaded to the pharmacy dispensing system: Enable Send Full Invoice Use only last 4 digits of pickup number Note: The customer receipt will only show the last 4 digits of the pickup number. To […]
Paladin Data Viewer: Export PO item info
You can export inventory data and purchase order information into Microsoft Excel for items in an open (confirmed) or saved (stored) purchase order. Note: You must have Microsoft Excel 2007 or later installed on your computer to complete these steps. To perform this: In Paladin, from the top menu, select Maintain > Data Viewer. In […]
Payment to a charge account: Check or money order
Note to accountants: Payments by check or money order do not require printed receipts. If you are processing large quantities of checks or money orders, you can save time by using Paladin’s Customers module. In Paladin, on the top ribbon, select the Customers module. On the bottom ribbon of the module, click F1 Advanced Lookup. In the Advanced […]
PAID BY invoice label
To set the PAID BY label to full-sheet invoices and paper tape receipts: In Paladin, from the main menu, select File > Setup. Select the Forms tab. In the Form Information pane, check Enable “PAID BY” label on forms. Click Save, then click Close.
Single item BOGO discount
This article includes the procedure for setting up a Buy One Get One (BOGO) discount when only a single item is involved. In Paladin, from the main menu, select File > Setup. Select the Sale List tab. In the Sales pane, click New. In the Name box, enter a name for the BOGO sale. In the ID box, […]
Ace Rewards: Class level exclusion
Ace Hardware stores can exclude individual classes of inventory from participation in Ace Rewards points. Ace Rewards-enabled stores may activate this feature by: In Paladin, from the main menu, select File > Setup. Select the Class tab. In the Classes pane, highlight the class of your choice. Under Default Dept., check No Rewards. Click Save, […]
