How to redeem an Ace gift card
Ace Hardware, Invoice/Quote, Knowledge Base
In the Invoice/Quote module, add the purchase items to the invoice, and then click Checkout or press F8. On the bottom ribbon, click Credit Card. Perform the steps for the gift card type: Ace Closed Loop Gift Card (newer system for stores that use encrypted credit...
In the Invoice/Quote module, add the purchase items to the invoice, and then click Checkout or press F8. On the bottom ribbon, click Credit Card. Perform the steps for the gift card type: Ace Closed Loop Gift Card (newer system for stores that use encrypted credit...
How to set up the type 2 UPC barcode feature for items sold by weight
Inventory, Invoice/Quote, Knowledge Base
Open Paladin Point of Sale. On the File menu, click Setup. Click the Company In the Type 2 UPC pane, select the Enable Type-2 UPC Note: Your scale must support type 2 UPC barcodes. Click Save, and close the Paladin Configuration window. Determine the part number for...
Open Paladin Point of Sale. On the File menu, click Setup. Click the Company In the Type 2 UPC pane, select the Enable Type-2 UPC Note: Your scale must support type 2 UPC barcodes. Click Save, and close the Paladin Configuration window. Determine the part number for...
How to prevent manual discounts from applying to Net items
Inventory, Invoice/Quote, Knowledge Base
In the Invoice/Quote module, percentage discounts can be manually applied to invoice items when you click Discount Item on the bottom ribbon or press F4. To prevent these manual discounts on items that have the Net checkbox selected, follow these steps: On...
In the Invoice/Quote module, percentage discounts can be manually applied to invoice items when you click Discount Item on the bottom ribbon or press F4. To prevent these manual discounts on items that have the Net checkbox selected, follow these steps: On...
How to insert subtotals on an invoice
Invoice/Quote, Knowledge Base
When items are added or removed from the invoice, subtotals will be automatically adjusted. The subtotal is calculated from the previous subtotal. If no prior subtotal exists, the subtotal is calculated from the start of the invoice. In the Invoice/Quote module,...
When items are added or removed from the invoice, subtotals will be automatically adjusted. The subtotal is calculated from the previous subtotal. If no prior subtotal exists, the subtotal is calculated from the start of the invoice. In the Invoice/Quote module,...
About Profit Analyst
About, Invoice/Quote, Knowledge Base
The Profit Analyst shows you the cost, profit and margin for any line item in your invoice (Current Line values) or quote and for the total (Invoice values). Store owners and managers can use this information to fine-tune complex quotes and when special pricing is...
The Profit Analyst shows you the cost, profit and margin for any line item in your invoice (Current Line values) or quote and for the total (Invoice values). Store owners and managers can use this information to fine-tune complex quotes and when special pricing is...
How to access the Profit Analyst
Invoice/Quote, Knowledge Base
Note: An employee cannot use Profit Analyst unless they are explicitly given access. Learn more: How to give an employee access to the Profit Analyst In the Invoice/Quote module, highlight an invoice or quote item. Do one of the following: Right-click the line item,...
Note: An employee cannot use Profit Analyst unless they are explicitly given access. Learn more: How to give an employee access to the Profit Analyst In the Invoice/Quote module, highlight an invoice or quote item. Do one of the following: Right-click the line item,...
How to use Email Manager to email invoices in the Invoice/Quote module
Invoice/Quote, Knowledge Base
After a customer payment is processed, in the Transaction Complete window, an Email Receipt option will appear. Note: If the Email Receipt option appears in light gray, contact Paladin Support to set up the email feature in your store. To open the Email Manager,...
After a customer payment is processed, in the Transaction Complete window, an Email Receipt option will appear. Note: If the Email Receipt option appears in light gray, contact Paladin Support to set up the email feature in your store. To open the Email Manager,...
How to display Description 2 on the original invoice
Invoice/Quote, Knowledge Base
When you add the item to an invoice, Paladin Point of Sale can display the inventory item’s Description 2 text (from the Inventory module) in the Description box. When this feature is turned on, a salesperson can view Description 2 when s/he is creating an invoice. ...
When you add the item to an invoice, Paladin Point of Sale can display the inventory item’s Description 2 text (from the Inventory module) in the Description box. When this feature is turned on, a salesperson can view Description 2 when s/he is creating an invoice. ...
How to make a bag sale transaction
Invoice/Quote, Knowledge Base
In the Invoice/Quote module, on the Checkout tab, scan all the items that the customer has placed in the bag that are applicable to the same discount. Click the first line in the invoice to highlight the line. Scroll down until you see the last item scanned, and then...
In the Invoice/Quote module, on the Checkout tab, scan all the items that the customer has placed in the bag that are applicable to the same discount. Click the first line in the invoice to highlight the line. Scroll down until you see the last item scanned, and then...
How to update retail prices for all kits simultaneously
Invoice/Quote, Knowledge Base
Open Paladin Point of Sale. On the top ribbon, click Invoice/Quote. On the bottom ribbon, click RecallTransaction or press F6. In the Recall Transaction window, select Kit. Click Update Retail All. In the Kit Update Retail All window, click OK to confirm that you want...
Open Paladin Point of Sale. On the top ribbon, click Invoice/Quote. On the bottom ribbon, click RecallTransaction or press F6. In the Recall Transaction window, select Kit. Click Update Retail All. In the Kit Update Retail All window, click OK to confirm that you want...
How to access the delivery scheduling settings
Invoice/Quote, Knowledge Base, Setup
Streamline the delivery scheduling system for your store with Paladin Configuration settings that simplify the delivery process and reduce the steps for scheduling, coordinating, and fulfilling deliveries. In the Invoice/Quote module, the Schedule Delivery feature is...
Streamline the delivery scheduling system for your store with Paladin Configuration settings that simplify the delivery process and reduce the steps for scheduling, coordinating, and fulfilling deliveries. In the Invoice/Quote module, the Schedule Delivery feature is...
Overview: Quick-access (right-click) menu in the Invoice/Quote module
Invoice/Quote, Knowledge Base, Overview
Speed up invoicing and purchase order processing with quick-access menus. Right-click any line item on an invoice or purchase order to get immediate access to commonly-used tasks and tools. Learn more: Quick access menus bring greater effiiciency and new features...
Speed up invoicing and purchase order processing with quick-access menus. Right-click any line item on an invoice or purchase order to get immediate access to commonly-used tasks and tools. Learn more: Quick access menus bring greater effiiciency and new features...
How to charge a purchase to BlueTarp®
Invoice/Quote, Knowledge Base
Paladin is fully integrated with BlueTarp®, a third-party financial management service that protects your business from credit risk. BlueTarp® extends credit, takes on the risk of non-payment, and pays you upfront when your customers make purchases. If the Paladin...
Paladin is fully integrated with BlueTarp®, a third-party financial management service that protects your business from credit risk. BlueTarp® extends credit, takes on the risk of non-payment, and pays you upfront when your customers make purchases. If the Paladin...
How to redeem a Do It Best coupon
Invoice/Quote, Knowledge Base
On the top ribbon, click the Invoice/Quote module. Add the purchase items to the invoice. Scan the Do It Best coupon barcode to add it to the invoice. Click Checkout or press F8, and then complete the checkout...
On the top ribbon, click the Invoice/Quote module. Add the purchase items to the invoice. Scan the Do It Best coupon barcode to add it to the invoice. Click Checkout or press F8, and then complete the checkout...
Overview: Turn quotes into orders with Order Manager
Invoice/Quote, Knowledge Base
Do you create quotes for customer orders, and then face the tedious task of tracking the order sales? Are you spending valuable time looking up quoted prices and managing sold and unsold quantities? If so, our new Order Manager was designed for you. This new feature...
Do you create quotes for customer orders, and then face the tedious task of tracking the order sales? Are you spending valuable time looking up quoted prices and managing sold and unsold quantities? If so, our new Order Manager was designed for you. This new feature...