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. […]
BOGO dollars-off sales
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. Companies that want to promote two expensive products from two different groups will often give that customer a fixed dollar amount off for purchasing an item from […]
OKI Microline 320 Turbo/N dot matrix printer
Paladin provides full-sheet printer support for OKI Microline 320 Turbo/N dot matrix printers. You can use these printers, in addition to the laser printer, for invoices and quotes. If you have two OKI Microline 320 Turbo/N dot matrix printers, you can assign one printer to invoices and the other to quotes. When this feature is […]
Accounts Receivable: Manage supplier returns
This article provides instruction and information on the following: Overview Set up supplier return management using accounts receivable and replacement purchase orders Create an accounts receivable entry for a supplier return Process a replacement purchase order and automatically adjust the supplier A/R account Credit the supplier account for a monetary reimbursement Overview The supplier return […]
RF Units
The following provides instruction and information on RF units: Setup: How to set employee RF unit access How to assign RF printers How to hide retail in a PO on RF terminal How to enable Inbound Receiving for the RF Unit How to set up bin tags and shelf tags on a dedicated printer with […]
Credit cards and gift cards
This article provides instruction and information on the following: How to add a credit card on file on Ingenico all-in-one credit card devices How to create the credit card deposit report How to create the Voided Credit Card Transaction report How to look for a failed VOID caused by a canceled payment card transaction How […]
Ace Hardware: Exclude sale item purchases from suggested order calculations
Note: This change only applies to Ace Hardware stores that exclude sale item purchases from suggested order calculations in Paladin. This feature is recommended and must be set up in Paladin Configuration. Contact a Paladin TSR for assistance. With this feature set, when both a sale item and an associated promotional non-sale (trigger) item are […]
Pharmacy: Include pharmacy consult notes in an invoice
Pharmacy invoice notes are used to show whether or not a consultation was accepted or denied. By default, the note text appears as Customer was offered a consult. Note: If the checkout process is cancelled for a pharmacy item, then restarted and subsequently completed, the invoice will only display HIPPA, safety cap, or similar notes. […]
Create year-end reports
The Accounting Summary Report and the Inventory Valuation Summary Report are required for tax purposes. The results occur in real time, which means that they are only valid on the precise time and day that they were produced. If you miss the calendar year-end or fiscal year-end deadline for creating the reports, contact Paladin Customer […]
F4 Discount feature
This article provides instruction and information on the following: About F4 Discount How to set up the F4 Discount to respect the minimum margin by default How to apply the F4 Discount to respect the minimum margin How to apply the F4 discount to manually priced items on invoices by default How to apply the […]
Transactions
This article provides instruction and information on the following: Note: For information on transaction payment types, refer to: Transactions: Payment types. For information on stored transactions, refer to Stored transactions. How to process a transaction for services and repairs How to set up Alternate Part Number Found during an invoice transaction How to add a […]
Sales Tax Details Report
The Sales Tax Details report provides state, county, and city tax details by invoice line item and includes a tax summary with taxable and non-taxable sales totals. The report opens as an Excel worksheet and can be created for a period of up to 31 days. Figure 1 shows an example of the line items […]
Pharmacy: Set bag checkout feature
To save time for a customer during checkout, you can use one barcode to scan all items as you put them in the bag(s) and have them simultaneously appear on the invoice. To set the bag checkout feature: In Paladin, from the main menu, select File > Setup. Select the Pharmacy tab. Check Enable Pharmacy […]
EDI
This article provides instruction and information on the following: EDI file system enhancements EDI Preview EDI processing tied to open purchase orders How to set EDI lock on unit of measure EDI processing safeguards Duplicate EDI invoice safeguard EDI processing protection during receiving View and analyze EDI report data in an Excel workbook How to […]
Triple E fuel system integration EDI
With Triple E Technologies integration, you can sell fuel at gas pumps that are outside of your store front. Triple E Technologies integration lets you manage your customers’ Triple E fuel purchases and the store’s fuel inventory all within Paladin. Powered by Paladin’s EDI feature, this integration does the following: Attaches Triple E invoices to […]