Pricing Plans
Note: Paladin can run many sale types. For guidance and training, contact Customer Support. Important: For multi-stores, you must enter the same supplier name for each store. If you do not do this, you will create multiple pricing plans and sale lists. For example, do not use these variations: Sunset, sunset, sunset1, sunset2, etc. Instead, […]
Export department list into Excel
You can export a list of department information into an Excel spreadsheet with the following columns: Department name Store # Store Dept Non-Taxable State Non-Taxable County Non-Taxable City Non-Taxable PO System Number-of-Days % Suggested Min Factor % Minimum Margin % To export the department list into an Excel file: In Paladin, from the main menu, […]
Email invoices
This article provides instruction and information on the following: How to set up Paladin to send email invoices How to email an invoice How to email an invoice at checkout Emailed invoices show the invoice number in the subject line How to customize a message on emailed invoices How to set up Paladin to send […]
Payment Management
This article provides instruction and information on the following: How to apply a payment to an invoice How to view all payment charges and credits to an account or project How to view Applied Credit History How to correct a payment that was mistakenly applied to an invoice How to apply a payment to an […]
Layaway Orders
This article provides instruction and information on the following: How to create a layaway account How to create a layaway order How to receive a layaway payment How to view a layaway status How to recall and complete a layaway transaction How to create the payment report for all layaway orders How to create the […]
Customer accounts
This article contains instruction and information on the following: How to create/add a customer account Exiting a customer account How to delete (inactivate) a customer account How to close (write off) an uncollectible account Exclude inactive (deleted) customer accounts How to restore a deleted customer account How to rename a customer account How to add […]
Using 2-D scanner for customer information
You can use your 2-D scanner to automatically insert customer information. You can scan a driver’s license to: Add a customer. Add customer information when an ID is required when you create an invoice. Add customer information for tax exemption. Add customer information to a special order. Sign up a customer for Ace Hardware rewards. […]
Payment to a charge account: Check or money order
Note to accountants: Payments by check or money order do not require printed receipts. If you are processing large quantities of checks or money orders, you can save time by using Paladin’s Customers module. In Paladin, on the top ribbon, select the Customers module. On the bottom ribbon of the module, click F1 Advanced Lookup. In the Advanced […]
Close an uncollectible account
To close an uncollectible account: In Paladin, on the top ribbon, select the Customers module. In the Customers tab, enter or select a customer account from the Customer list. Select the Balances tab and note the total amount owed by the customer. On the bottom ribbon of the tab, select F5 Account Payment. In the […]
Ace National Lookup option
Note: In most cases, you can enter a last name and a zip code to find rewards information on a customer. For even more information, you can enable the Ace Nat’l Lookup radio button and be given all stores participating in Ace Rewards. To use the Ace National Lookup option: In Paladin, on the top […]
Add multiple customer email addresses
In Paladin, you can add multiple customer email addresses. To add email addresses: In Paladin, from the top ribbon, select the Customers module. Enter or select a customer account in the Customer box. In the Contact Information pane, click in the E-mail: box. In the Email Manager window, enter an email address in the Enter […]
Accounts receivable update from credit purchase orders
A credit purchase order (PO) is an instrument that removes inventory from your store and shows it as money the “supplier” owes you. In Paladin, all credit balance POs create a NON-REVENUE invoice and charge the credit PO balance to your accounts receivable system. This increases accounts receivable WITHOUT increasing reported revenue. Statements may be […]
Report Detailing Contents of Store Transactions and POs
To access the report detailing contents of Store Transactions and POs: In Paladin, from the top ribbon, select the Invoice/Quote module. On the bottom ribbon, select F6 Recall Transaction. In the Recall Transaction window, enable one of the following transaction types: Suspended Sale Quote – Order Kit Special Order On Hold Delivery You can also […]
Supplier search feature
Paladin’s Supplier search feature assists in finding a supplier of choice. To use this feature: In Paladin, from the main menu, select File > Setup. Select the Supplier tab. In the Suppliers pane, click in the ID|Name listing. This provides a list of suppliers organized by name. In the box between Export and Find, enter […]
Paladin Remote Access
Should you ever receive instruction from a Paladin Customer Service specialist to “Open a remote connection” to Paladin’s office, perform the following: In Paladin, from the top menu, select Help > Remote Connection. The Remote Access KBA opens providing instruction. Figure 1: Remote Access instruction After reading the instruction, press Give Access. You will be […]
