Invoices Due Upon Delivery

Invoice/Quote, Knowledge Base, Process, Setup

To strengthen customer relationships and enhance service, Paladin now allows stores to choose to charge customers’ accounts on the delivery date instead of the purchase date. Charge accounts will reflect purchases on the delivery day. Customer accounts will only show due amounts for delivered products. To set up this option: In Paladin, from the main menu, select […]

Net Promoter Score

Commerce, Knowledge Base, Process, Setup

As per Wikipedia, a “Net promoter score (NPS) is a market research metric that is based on a single survey question asking respondents to rate the likelihood that they would recommend a company, product, or a service to a friend or colleague. The primary objective of the net promoter score methodology is to infer customer […]

Remote Manager Approval

Invoice/Quote, Knowledge Base, Policy, Process, Setup

As managers, you are often all around the store and not always available to assist cashiers and other employees with a variety of issues, such as erroneous entries made to an inventory item’s Avg Cost and/or its stock on hand quantities, bulk price changes, voiding an invoice, return items, discount items at checkout, and so […]

Sale Type: Buy Qty Get Discount

Invoice/Quote, Knowledge Base, Process, Setup

Buy Qty Get Discount provides a discount when a customer purchases over a certain quantity of an item or from a list of items. This can be set as a dollar amount or a percentage. For example, purchase a minimum of 10 items in order to get 50 percent off those items since the discount […]

Bulk Price Change

Inventory, Knowledge Base, Process, Setup

The Bulk Price Change feature allows clients to increase retail prices on inventory items by a custom percentage. This is done through the Bulk Price Change tab in Paladin’s Data Viewer. Important:: The following must be considered/performed before the Bulk Price Change can be applied: This feature will make sweeping changes to your retail prices; […]

BOGA: Buy One Get Any

Invoice/Quote, Knowledge Base, Process, Setup

Note: It is recommended to have a Paladin TSR help set up this feature. With this type of sale, two different sale lists can be mixed and matched. There are two ways this BOGA sale apples:  Buy # item(s) off a sale list and get another from second sale list free Buy # item(s) off […]

Orgill images

Inventory, Invoice/Quote, Knowledge Base, Process, Setup

Orgill stores have access to Orgill’s product images directly inside of the Paladin application. After Paladin Support creates the initial setup, images can be viewed through the Invoice/Quote module and the Advanced Lookup window in the Invoice/Quote, Inventory, or PO modules.  There are two ways to inventory view images, from Invoice/Quote or Advanced Lookup. Invoice/Quote […]

Loading RF Unit dynamic voice prompts

Knowledge Base, Process, RF Unit, Setup

Note: New RF units can purchased from Paladin with the dynamic voice prompts injected. To begin the process, you need to download the setup and voice prompts files. To download the setup file:  Open the following link to Worth Data Downloads: https://www.barcodehq.com/downloads.html In the Top Downloads pane, click Download for Hardware Utilities For Worth Data […]

House Hasson images

Knowledge Base, Process, Setup

House Hasson stores have access to House Hasson’s product images directly inside of the Paladin application. After initial setup, images can be viewed through the Invoice/Quote module and the Advanced Lookup window in the Invoice/Quote, Inventory, or PO modules.  Paladin setup Paladin Version 2.2404.7096.1 and above is required. By default, inventory images provided by House […]

Display Rewards Section on Register Balance Reports

Knowledge Base, Process, Rewards, Setup

Enabling a rewards section to appear on Register Balance reports can be done for all reward types with the caveat of setup being different for Rich Rewards and Repeat Rewards. To enable reward programs and display rewards data for Rich Rewards and Repeat Rewards: In Paladin, from the main menu, select File > Setup. Select […]

Do It Best Rebate setup

Commerce, Invoice/Quote, Knowledge Base, Policy, Setup

When a vendor offers rebates on their products through Do It Best (DIB), they send credit SKUs. For this KBA, we are using a promotion given by Scotts for their lawn care products. Figure 1 shows the rebates offered by Scotts (by month). Under the SKU column is the SKU that should be in the […]

Microsoft Excel ODBC Wizard

Knowledge Base, Policy, Process, Reports, Setup

Many software products that store data are Open Data Base Connectivity (ODBC) compliant, allowing users to gain access to data contained in database tables. ODBC is a standard Application Programming Interface (API) for accessing disparate databases. When using ODBC, the user has the ability to access data from a number of different databases, including Firebird, […]

Top selling items in inventory

Inventory, Knowledge Base, Process, Reports, Setup

The following is an enhancement to the Inventory Count List Report KBA, showing how to use the report to determine your store’s top selling items.  In Paladin, from the top ribbon, select the Reports module. In the Report Area pane, select Inventory > General. In the Report List pane, select Inventory Count List.  Note: You […]