Repeat Rewards: First and Last name requirement
In Paladin’s Invoice/Quote module. when you sign up a new Repeat Rewards customer or connect a customer with their Repeat Rewards account, the First Name and Last Name values are automatically entered. Figure 1: RepeatRewards customer information However, in the Customers module, if you try to add a RepeatRewards ID to a customer using the […]
Prevent manual discounts from applying to Net items
You can prevent an inventory item from being automatically discounted by checking Net on top of the Pricing Levels pane in the Pricing tab of Paladin’s Inventory module. Figure 1: Net checkbox in Pricing tab of the Inventory module When you press F4 Discount Item in the Invoice/Quote module to apply a percentage discount to an […]
Transaction Report: View per-item prices for quantity discount transactions
When an item is sold in a discounted quantity, a Paladin Configuration option can be set so that the calculated price per item will show instead of the quantity discount price in the Transaction report. For example, if the price to purchase an item quantity of 2 is $25, and the new option is turned […]
Transaction Report: Excel option skips account payments
When you use the Transaction Report to analyze sales revenue, account payments can skew your calculations. To help, Paladin provides an Excel version of the Transaction Report with the Skip account payments option, that when checked, excludes customer payments from the report results. To run the Excel version of the Transaction Report to skip […]
Pharmacy: Consultation signatures
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 will associate the pharmacist’s signature with the consultation results. When a Transaction Report is […]
Print and share customer data using Excel
The View in Excel feature automatically creates an Excel view of frequently requested customer data, eliminating the need to transcribe the information manually. From Excel, you can easily print, email, and share this information with the customer or other software programs. The View in Excel feature is available when you edit the following customer data: […]
Manage obscure inventory access
Many suppliers provide an all-item catalog that can be imported into Paladin 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: In Paladin, from the main menu, select File > Setup. […]
Ace Hardware: Edit Dynamic Promotion sale dates
Note: This feature only applies to Ace Hardware stores. When Ace Hardware Dynamic Promotions are set up in Paladin, 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 provided by […]
SynTech FuelMaster EDI
With the Syntech FuelMaster integration, you can sell fuel and do the following: Attach Syntech FuelMaster invoices to Paladin customer accounts. Add Syntech FuelMaster charge purchases to a customer’s account balance. Manage Syntech FuelMaster fuel purchases as inventory items. Benefit from Paladin’s Market Driven Inventory Management™ system, which forecasts future fuel needs based on your […]
Set initial sort order for recalled transactions
In the Recall Transaction window of Paladin’s Invoice/Quote module, 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 Note: For multi-stores, the default sort is by store number. To set the initial sort order for recalled transactions: In Paladin, from […]
Paladin goes mobile—Sell anywhere with the Mobile2Checkout app
Join the mobile revolution and expand your business with the Paladin Mobile2Checkout app. Available for any Android device, the app’s intuitive design and easy-to-learn interface lets you make sales and process returns from anywhere with an Internet connection. Figure 1: Mobile2Checkout Invoice screen The Mobile2Checkout app supports these familiar invoicing features: Add a customer to […]
Wells Fargo ACH: Schedule automatic payments for purchases
Do you have customers with purchases who want to pay over time? What if you could 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. Paladin’s Wells Fargo Automated Check Handling (ACH) […]
Quick access menus
Speed up invoicing and purchase order processing with Paladin’s quick access menus. Right-click any line item on an invoice or purchase order, and get immediate access to commonly used tasks and tools. This article provides instruction and information on quick access menus for the: Invoice/Quote module PO module Invoice/Quote module To open the quick access […]
Capital One Trade Credit Integration
This article provides instruction and information on the following: About Capital One Trade Credit integration Capital One points of contact What to do before the Capital One Trade Credit integration can occur How to determine if you have the Capital One Trade Credit integration already turned on How to set up Capital One Trade Credit […]
View customer’s authorized signers in Excel
The View in Excel feature automatically creates an Excel view of frequently-requested customer data, which eliminates the need to transcribe the information manually. From Excel, you can easily print, email, and share information with customers or other software programs. The Excel view is editable so you can edit the data before you print, share, or […]
