Set up Insufficient SOH message
The Insufficient SOH message notifies you when an invoice quantity entered exceeds current stock on hand (SOH). This message will not open for non-inventory items, and you can limit it to a range of locations. To set up the insufficient SOH message: In Paladin, from the main menu, select File > Setup. Select the Invoice […]
Set up and apply trade discounts
Trade discounts give your best customers a discount on their monthly statement. Trade discounts are set up as pricing plans. This allows you to selectively discount specific departments or classes and require that the discount meets the minimum margin for each item. You can create multiple trade discounts and selectively apply them to each customer […]
Set up prompt payment discount
Prompt payment discounts encourage your customers to pay their account balance quickly. When you set up this feature, statement discounts (applied per customer) will expire on a specific day of the month if the balance is unpaid. To apply a statement (percentage) discount to an individual customer account, see the How to set up percentage […]
Paladin Settings: Receivables tab
The Receivables settings control how monthly statements are generated in Paladin. To access these settings: In Paladin, from the main menu, select File > Setup. Select the Receivables tab. Note: There are two sections to the Receivables tab, which are presented below, the Statements pane and the Invoice/Quote pane. The following are the settings/descriptions of […]
Emery Jensen Distribution EDI
This article provides the following instruction and information: How to send a purchase order to EJD How to download and process EJD EDI files Note: After successfully downloading EDI, follow the steps in the following KBA to generate your bin tags or shelf tags: Batch and print EDI price changes on full sheet bin tags […]
Assign Sage 50Cloud Accounting GL accounts to Paladin accounting categories
Before you can set up the Overview: Sage 50Cloud Accounting Integration, you must assign Sage50 account numbers or names to the Paladin accounting categories. Note: It is highly recommended that Sage 50Cloud be run on a dedicated terminal. Therefore, the Sage50 Terminal ID must be assigned in the Paladin Configuration Accounting tab for Sage 50Cloud […]
Send email to all store account customers
This feature sends an email to all customers with a store account. To receive the email, the customer must have a non-zero Credit Limit on the Credit tab in Paladin’s Customers module and must have an email address on file. To set this feature: In Paladin, from the top menu, select Maintain > Utilities > […]
Set minimum margin for a department
To set the minimum margin for a department: In Paladin, from the main menu, select File > Setup. Select the Dept tab. If you have multiple stores, in the list of stores, highlight the store where you want to make the change. In the list of departments, highlight the department that you want to edit. When […]
FAQs: Point of Rental Essentials
This guide is for clients that use the Paladin integration with Point of Rental Essentials to process rental payments. For more information, refer to: Overview: Point of Rental Essentials Integration. If you want to set up the Paladin integration with Point of Rental Essentials, or have more questions about the integration, contact Paladin Support. For […]
Admin Access level replaces Admin passwords
Note: This feature does not apply to stores that use TranSentry credit card processing. Admin passwords are still required for those stores. This feature eliminates admin passwords. When an employee with Admin Access attempts to access a Paladin feature/setting that requires admin permission, they will have immediate access with no password required. To set this […]
Set up remote warehouse stock on hand
Important: This feature is typically set up automatically when the client clicks Recall PO for the first time after the feature is installed. Use these steps only when the warehouse must be manually changed or set up because the automatic feature is not working or must point to a different warehouse. This feature is available […]
Transaction Report: Search for issued/redeemed coupons
You can search for issued or redeemed coupons in the Transaction Report by using a keyword search. 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, select Transaction Report. In the Choose Report pane, click […]
FastBound Integration: Working in Paladin
Paladin integrates with FastBound so you can receive and sell firearms in Paladin while simultaneously updating FastBound. Learn more about the FastBound integration This article provides instruction and information on the following: How to receive firearms in Paladin and automatically acquire them in FastBound How to sell a firearm in Paladin and automatically dispose of it in FastBound How to add a firearm inventory item in Paladin How to handle a transferred firearm that was purchased […]
Set up Lane 7000 or Lane 8000 payment terminal for Worldpay EMV
Important: Lane 7000 and 8000 require NETePay version 5.7.33 Note: The following procedures must be done in the following order: Set up the Lane 7000 or Lane 8000 device Set up NETePay Set up Paladin Set up the Lane 7000 or Lane 8000 device Plug in the Lane 7000/8000 device(s) to an electrical outlet ONLY. […]
Ace Hardware: Convert Valspar part numbers to Benjamin Moore part numbers
To support the Ace transition from Valspar to Benjamin Moore paint SKUs, Paladin created a tool that converts Valspar part numbers to Benjamin Moore part numbers automatically. Before you use this utility: The utility must be run outside of business hours when no one is using Paladin. The conversion is a one-time process and can […]
