MBF, MFS, Ton, and Order Multiples
In Paladin, you can view item costs in different units, such as thousand board feet (MBF), thousand square foot (MSF), tons, and order multiples. This information can be viewed in both Paladin’s Inventory and PO modules. This feature is especially useful for products that are priced by suppliers in a different unit of measure than […]
Transactions: Payment types
Note: When performing a transaction, process gift cards or Flex (FSA) cards first to determine if there will be a balance due via another payment type. Transactions are done in Paladin’s Invoice/Quote module. In Paladin, on the top ribbon, select the Invoice/Quote module. Scan or enter a part number in the Part Number box. Press […]
FanBuilder: Orgill’s rewards/loyalty program
This article provides the following on FanBuilder: Enroll customers in Orgill FanBuilder Rewards Accessing customer information and FanBuilder Dashboard in Paladin Enroll customers in Orgill FanBuilder Rewards Note: If Orgill FanBuilder is set in Paladin Configuration, the Program Name Rewards window opens when the Invoice/Quote module is opened. If you set a program name and […]
Set up Gmail 2-step Verification and generate an app specific password for Paladin
To set 2-Step verification in Gmail: In Google Gmail: Sign into your Gmail account. In the upper right-hand corner of your browser, click the round icon that shows the first letter of your name. Note: This may be a picture if you have added one to your Gmail account. Select Manage your Google Account. In […]
General Ledger (GL) Summary
This article provides information and instruction on the following: Paladin accounting software integrations Paladin General Ledger categories Options to itemize/filter revenue data General Ledger Summary export option How to add accounting software account names/numbers to the General Ledger Summary Report General Ledger account export file names are editable How to reconcile the Inventory Valuation Summary […]
Yard Orders
This article provides instruction and information on the following: Pick up order enhancement Pick up order by location Pick up order printer control Pick up order printer tray control Pick up ticket as a receipt Pick up order enhancement Inventory Locations are displayed on Yard Order/Pick Up Order forms. A column on the right side […]
Set up TSC-ALPHA-3RB portable printer
Note: These instructions assume configuration for the LT7112H RF unit is correct, both in the LT7112H RF unit and in Paladin. The pairing code is already set as 0000; therefore, no changes needed. You only need one utility to set up the TSC Alpha-3RB portable printer (DiagTool_V163.exe). This article provides instruction and information on the […]
Obtain and set an app-specific password from Yahoo
To obtain and set an app-specific password from Yahoo, perform the following: Open a web browser to https://mail.yahoo.com and sign into the Yahoo email account. Click the Account Name in the upper right of the browser window, then click Account Info. Click Account Security. Note: Do not turn on 2-Step Verification. Click […]
Obtain and set an app-specific password from AT&T
To obtain and set an app-specific password from AT&T, perform the following: Open a web browser to https://att.com and sign into the AT&T email account. From the Account menu, click Manage Profile. In the next window, under Sign In Info, click Linked Accounts. In the next window, in Secure Mail Key, create an app password. […]
Inventory Full Stock on Hand Report
In Paladin, you can generate a Full Stock on Hand report. The report reflects the following: Stock on hand On Hold Sales Figures Shrinkage To create the report: In Paladin, on the top ribbon, select the Inventory module. Enter a part in the Part # box. Press Enter. On the top right-hand of the module, […]
FastBound Integration: Client setup process
Perform the following steps as part of the FastBound integration setup process. This process can be time intensive. STEP F will likely take you the most time. Important: Do not start these tasks until Paladin Support has instructed you to start. This article provides instruction and information, which must be done in the following order: […]
Serial Number List Report
To create a Serial Number List Report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > General. In the Report List pane, select Serial Number List. In the Choose Report pane, click F12 Next. In the Report Settings pane, set a value range for any category. […]
Create a Revenue Report from a promotion
Note: The Revenue Report provides data from a promotion (sale list) that has prices set along with any other items sold on the invoice that were not part of the promotion. To create the Revenue Report from a promotion: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select […]
Set up TSC TDP-225 to print Bar Bell tag (Item Tag #18)
This procedure creates a custom “stock” entry in the TSC TDP-225 printing preferences for Item Tag #18 that is shaped like a barbell (refer to the LTSR catalog for details). In Paladin, this tag has the following label: Item Tag #18 – Bar Bell Style To set up the TSC TDP-225 to print a bar […]
Ace Hardware: In-store customer discounts on acehardware.com
Your customers can receive the same discounts that you offer them in-store (via pricing plans assigned to their Paladin customer account) when they shop at acehardware.com. Tip: To learn how to apply discounts to customers using pricing plans, see Pricing Plans. Note: In Paladin, Pricing Plans had a restriction that limited a price discount to […]
