Automated Check Handling
With Automated Check Handling (ACH), clients can save time and seamlessly process checks with electronic bank account deposits. When a customer pays by check, this time-saving feature transfers the transaction amount overnight using the customer’s bank account information on file or check information entered at checkout. During invoicing, if a customer is selected, check information […]
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 […]
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 Rewards: Updating Customer Information
When a customer with charge privileges is making a purchase, and the Ace Rewards Member Information Update window opens, the cashier can update the customer’s information. These updates are only sent to Ace Hardware and are not applied to the customer’s Paladin account. The Ace Rewards Member Information Update window opens when Ace Hardware detects […]
Accept checks from customers option
This feature allows your lesser-known customers to pay with cash or credit card only. Check payments will not be accepted. This feature is turned off by default. When a check payment is not allowed, in Paladin’s Invoice/Quote module, on the bottom ribbon of the Checkout tab, F4 Check payment type is unavailable. When this feature […]
Add or remove a supplier
Add a supplier To add a supplier: In Paladin, from the main menu, select File > Setup. Select the Supplier tab. At the bottom of the ID/Name list, click New. Enter the supplier name in the Name box. Enter a number that is not already in use in the Supplier Number box. Complete the Address, Phone Number, […]
HomePass accounts in Paladin
HomePass is a third-party accounts receivable management company that handles all the logistics for the store’s HomePass customers. It is partnered with Credit First National Association (CFNA), assures next day payment to the store, and sends monthly statements to customers. After completing an application, the customer will be issued a private label credit card and […]
Paladin Swifter™: Speed up Paladin with a database tune-up
Your Paladin database is busy recording data from your store operations day in and day out. Over time, this daily data piles up and can impact your database performance. Most of this data is old and no longer needed by your store. To keep your database working smoothly and efficiently, Paladin recommends that you give […]
Recent Sales History: Pmt Type column displays last 4 credit card digits
To view recent sales: In Paladin, on the top ribbon, select the Customers module. Enter or select a customer account from the Customer list. Select the Credit tab. On the top of the Sales History pane, click either the Customer Friendly or Accounting Department magnifying glass. In the Recent Sales History window, when a transaction […]
Customize Customer messages
In Paladin, you can create messages for many purposes, including the following: Upsell products and services Broadcast upcoming events for your store or community Show support for local charities Promote in-store loyalty program Send customers to a webstore or social media sites Protect your company from liability issues by providing information, including the following: Legal […]
Flex cards
This article provides instruction and information on the following: Background information How to process a Flex card that is swiped How to process a Flex card that is manually entered Returns to FSA accounts How to add a new Flex card to store on file How to process a Flex card that is stored on […]
Supplier Billing document
A Supplier Billing document looks like an invoice but does not affect inventory or accounting totals. This document can be useful if you need to pre-approve a sale with a customer. When you create a Supplier Billing document, the document is printed automatically. If the customer has an email on file, a PDF of the […]
Specify inactive (deleted) items at checkout
Paladin lets you choose how inactive (deleted) inventory items are handled when they are scanned or manually-entered in the Invoice/Quote module. Figure 1: Paladin Configuration: Deleted Part Behavior option To set up how to deleted (inactive) inventory items in the Invoice/Quote module: In Paladin, from the main menu, select File > Setup. Select the Invoice […]
Customer types
Customer types let you categorize customers in Paladin. You can assign these types to your customer accounts in Paladin’s Customers module. Paladin provides a default set of customer types, and you can define your own (except for Ace Hardware stores, which must use the default set). Many reports provide business statistics by customer type, including […]
Repeat Rewards: Assign rewards number to a customer account
To assign a rewards number to a customer account: In Paladin, on the top ribbon, select the Customers module. Enter or select a customer account in the Customer list. Click the Electronic tab. In the Alternate Customer IDs pane, click Edit ID Data. In the Alternate ID Manager window, in the Enter Alt ID box, enter […]
