Towne Mailer integration
Paladin integration with Towne Mailer allows stores to connect to Towne Mailer’s FTP site and upload statements in XML formatting. Towne Mailer will then provide formatting, design, and mailing services for paper statement mailings. To set up Towne Mailer: In Paladin, from the main menu, select File > Setup. Select the ExternalSync tab. In the […]
Invoices Due Upon Delivery
To strengthen customer relationships and enhance service, Paladin now allows stores to choose to charge customers’ accounts on the delivery date instead of the purchase date. Charge accounts will reflect purchases on the delivery day. Customer accounts will only show due amounts for delivered products. To set up this option: In Paladin, from the main menu, select […]
Legacy: Voiding Invoices
Legacy void functionality alters the original invoice in the past and makes no attempt to reverse a credit card transaction. It also requires manual update of external accounting systems. The legacy functionality provides less traceability of the void, which can open the store to possible fraud. Historical reports are not accurate after an invoice is […]
Best Practice: Voiding invoices
Stores need precise accounting to ensure profitability and excellent customer service. This includes the ability to track accounts receivable with timeliness and accuracy. However, some circumstances and business processes create a legitimate need to correct transactions that were completed in the past. However, making changes to historical data, if not done correctly and with due […]
Remote Manager Approval
As managers, you are often all around the store and not always available to assist cashiers and other employees with a variety of issues, such as erroneous entries made to an inventory item’s Avg Cost and/or its stock on hand quantities, bulk price changes, voiding an invoice, return items, discount items at checkout, and so […]
Sale Type: Spend Amount Get Discount
Spend Amount Get Discount provides a discount when a customer spends a specified dollar amount or over on an item or a list of items. The discount can be set as a dollar amount or a percentage. For example, spend $10 or more on bird seed and get $2 off, or spend $10 or more […]
Sale Type: Buy Qty Get Discount
Buy Qty Get Discount provides a discount when a customer purchases over a certain quantity of an item or from a list of items. This can be set as a dollar amount or a percentage. For example, purchase a minimum of 10 items in order to get 50 percent off those items since the discount […]
BOGA: Buy One Get Any
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. There are two ways this BOGA sale apples: Buy # item(s) off a sale list and get another from second sale list free Buy # item(s) off […]
Orgill images
Orgill stores have access to Orgill’s product images directly inside of the Paladin application. After Paladin Support creates the initial setup, images can be viewed through the Invoice/Quote module and the Advanced Lookup window in the Invoice/Quote, Inventory, or PO modules. There are two ways to inventory view images, from Invoice/Quote or Advanced Lookup. Invoice/Quote […]
Do It Best Rebate setup
When a vendor offers rebates on their products through Do It Best (DIB), they send credit SKUs. For this KBA, we are using a promotion given by Scotts for their lawn care products. Figure 1 shows the rebates offered by Scotts (by month). Under the SKU column is the SKU that should be in the […]
Order Management: Edit and modify managed orders
Currently in Paladin, when a quote becomes an order, the item quantities and prices are fixed and cannot be changed. This safeguard ensures that a customer always receives the quoted price for an order item, but that this price is only good for the quoted amount. If additional amounts of an order item (beyond the […]
RF Unit: 15 line functionality
RF Unit 15 line functionality (introducing dynamic prompts) is an enhancement to the current 6 line functionality. All current functions of the RF Unit in Paladin remain the same; clients currently using the RF 6 line functionality have the option to continue using that functionality or utilize some or all of the RF 15 line […]
Paladin Cloud Storage
Paladin provides cloud-based storage for documentation, invoice signatures, images and videos, and also includes document scanning tools and built-in document retention features. PO Documents Customer Documents Delivery Images Invoice Signatures Supplier’s Inventory Images Adding the supplier’s images Store’s Inventory Images Adding the store’s images Viewing Inventory Images in Paladin PO Documents With PO Documents checked, Paladin […]
Internal Cash Discount
Paladin offers you the ability to apply cash discounts to your invoicing. Important: You are solely responsible for properly investigating applicability of cash discounting programs in your state. This is particularly important for the following states that Paladin is aware of having provisions that may prohibit use of Paladin’s Internal Cash Discount feature. California Colorado […]
Ace Hardware: Children’s Miracle Network Bucket Days promotion
To learn more about this promotion, go to Drumming Up Support For Miracle Bucket Days. This article includes instruction and information on the following: Preliminary steps How to process the promotion transaction How to create an Items Sold Report and submit the amount due to Ace Hardware Miracle Bucket Days Preliminary steps Make sure that part number […]
