Seasonal Items

Invoice/Quote, Knowledge Base, Process, Purchase Orders, Setup

This article provides instruction and information on setting up Seasonal sales. In Paladin, on the top ribbon, select Inventory module. Enter the part to recall in the Part # box. Press Enter. Select the Order Control tab. In the Seasonal Dates pane, check Seasonal. Set the Begin Date. Note: This should be the date you […]

How to set up TSP 100 LAN printer

Features and Updates, Invoice/Quote, Knowledge Base, Setup

To set up the TSP 100 LAN printer: Go to B24C_Data > Squads > Squad1 > Printers and copy TSP100_LAN_and_BluetoothSettingTool_V110.zip Connect to the client’s terminal and paste the TSP100_LAN_and_BluetoothSettingTool_V110.zip to the desktop. Open the .zip file and run the executable. For instruction and setup steps, go to: https://starmicronics.com/help-center/knowledge-base/installing-a-star-tsp100-lan-series-printer-on-windows-os-using-futureprnt/ If the client has a cash drawer […]

How to create a Buy Down Quote report

Invoice/Quote, Knowledge Base, Reports

 The Buy Down Quote report is an Excel file that is generated in Paladin’s Invoice/Quote module. Before being able to generate this report, you must first: Create a quote, refer to: How to create a quote Turn the quote into an order: Order Manager: How to turn quotes into orders Once you have turned the […]

Lengthy notes in Invoice/Quotes

Invoice/Quote, Knowledge Base, Process

Before this feature, writing a note in an invoice/quote was limited to 62 characters. Now, lengthy notes can be pasted into a Note field, which holds 48 characters, with the remaining characters flowing into the next Note field. Note: This can only be done by pasting in the text. In Paladin, on the top ribbon, […]

Sale Lists

About, Commerce, Inventory, Invoice/Quote, Knowledge Base, Process, Setup

This article provides instruction and information on the following: How to create a Sale List Navigating between Sales and Pricing Plans How to make an active Sale List inactive How to make an inactive Sale List active Sale List filters How to export and import items in a sale (Sale List) using Excel How to […]

Transactions: Voids

About, Commerce, Invoice/Quote, Knowledge Base, Process, Reports

This article provides instruction and information on the following: How to void a transaction Credit card processor cannot void a payment Failed VOID caused by a canceled payment card transaction How to create a voided transaction report How to create a Voided Credit Card Transaction report Voiding a transaction creates an SOH history entry How […]

Deliveries

About, Commerce, Customers, Invoice/Quote, Knowledge Base, Process, Setup

Important Note: Mobile2Deliver must be set for Paladin delivery to be set up for client’s customers (Invoice/Quote). This article provides instruction and information on the following: How to add a delivery address and contact info to a customer account How to validate a customer’s delivery address (Avalara AvaTax™ accounts only) How to schedule a delivery […]

How to run the Hourly Analysis report

Invoice/Quote, Knowledge Base, Reports

The Hourly Analysis report shows invoice count, line count, and sales total per hour. To run the report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need to Know. In the Report Area pane, select Hourly Analysis Report. In the Choose Report pane, click F12 Next. In the Report […]

Transactions: Payment types

About, Invoice/Quote, Knowledge Base, Process, Setup

Note: When performing a transaction, process gift cards or Flex (FSA) cards first to determine if there will be a balance due via another payment type. Transactions are done on the Invoice/Quote module in Paladin. In Paladin, on the top ribbon, select the Invoice/Quote module. In the Invoice/Quote tab, scan an item for its part […]

Reprint an invoice

About, Customers, Inventory, Invoice/Quote, Knowledge Base

The following provides instruction and information on the following: How Paladin printer settings affect invoice reprints Reprint purchase orders without costs and more new options How to reprint from the Invoice/Quote module Invoice reprints from Invoice/Quote module How to reprint from the Customers module How to reprint a customer’s prior statement How to reprint a […]