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 […]
Suspend credit card processing
Credit card processes that are in place usually work smoothly; but occasionally, you may need to suspend credit card processing to resolve an issue. If you find yourself in this situation, you can suspend credit card processing immediately with Disable Credit Card Processing. To suspend credit card processing: In Paladin, from the main menu, select […]
Part numbers and manager override notes on invoices and receipts
Get more control over what appears on sales invoices and receipts with the following two options: Show the item’s primary part number, regardless of what part number (primary or an alternate part number) was entered or scanned. Do not show the alternate part number. Prevent manager override notes from appearing. To turn on these options: […]
Stock on Hand and Shrinkage History record
To analyze and reconcile and item’s stock on hand (SOH) changes, you need to know the initial SOH value when the item was added to your inventory. In Paladin, the SOH history and Shrinkage history record an item’s SOH changes over time due to inventory counting and receiving. In Paladin’s Inventory module, when a new […]
On hold transactions retain original prices
Paladin always shows the original item price when you recall an on hold transaction. To put items on hold: In Paladin, on the top ribbon, select the Invoice/Quote module. Add items to an invoice. Click F6 Store Transaction, On the top of the Store Transaction window, enable On Hold. In the Name box, enter a […]
Prompt Payment discount
Prompt payment discounts encourage customers to pay their bill on time and increases customer satisfaction. Paladin’s Prompt Payment setting lets you set the date each month when prompt payment discounts are no longer accepted. For example, if you set this date to 15, prompt payment discounts will only be accepted if the customer pays their […]
System requirements for Paladin Point of Sale
View Paladin software and hardware requirements.
Transaction Report – Excel
Up to 31 days of transaction data can be viewed in an Excel spreadsheet with the Transaction Report – Excel report option. If you want to analyze, sort, or filter transaction data, this report is designed for you. This article provides instruction and information on the following: Set up Report values (columns) Schedule a Transaction […]
Customer purchase history – Excel
To view and analyze a customer’s purchase history (and account payment history for your charge customers) in Excel, Paladin has two report options. Report Detail Report Summary Instructions on viewing these reports are provided in: How to view Report Summary and Report Details Report Detail This option gives line item details for each item purchased […]
Round up for charity
This article provides instruction and information on the following: About Round up for charity How to set up the Round up for charity feature How to add charities How to select the charities that appear at checkout How to use the Round up for charity feature to collect donations Charitable contribution totals in the Comparative […]
Bin Tag Information File Report
To create the Bin Tag Information File report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, click Inventory > Labels. In the Report List pane, click Bin Tag Information File. In the Choose Report pane, click F12 Next. In the Settings pane, specify the inventory that you want […]
Shrinkage Report
The Shrinkage Report shows a list of all manual stock-on-hand (SOH) updates that are not related to sales. You can use this report to find deleted and discontinued items. To create the Shrinkage Report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > Performance Analysis. In […]
Inventory Master Report
The Inventory Master report provides active inventory details including price, margin, stock on hand (SOH), and inventory sales totals for any supplier. To create the Inventory Master 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 Master Report. […]
Salesperson Exception Report
The Salesperson Exception Report provides a list, sorted by employee, of all price overrides, manual discounts, and negative quantities sold during a specified time period. To create the Salesperson Exception Report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need To Know. […]
