How to automatically number quotes
Invoice/Quote, Knowledge Base, Setup
A configuration setting lets you automatically number quotes for easy reference. Quote numbers are added to a Note line item when you print or store the quote. If you store the quote, the number is also appended to the quote’s Memo text. This allows you to quickly...
A configuration setting lets you automatically number quotes for easy reference. Quote numbers are added to a Note line item when you print or store the quote. If you store the quote, the number is also appended to the quote’s Memo text. This allows you to quickly...
How to add a custom message on emailed receipts
Invoice/Quote, Knowledge Base, Setup
Your custom message will replace this default text: Your invoice from <your store> is attached. Thank you for your business. On the File menu, click Setup. In the Paladin Configuration window, click the Forms tab. In the Invoice Email Message box, enter your...
Your custom message will replace this default text: Your invoice from <your store> is attached. Thank you for your business. On the File menu, click Setup. In the Paladin Configuration window, click the Forms tab. In the Invoice Email Message box, enter your...
How to calculate the total square footage (quantity in square feet) for invoice items of multiple dimensions
Invoice/Quote, Knowledge Base
The Square Footage Calculator calculates the line item quantity in square feet for one or more pieces of different dimensions (length x width). Use this calculator for items that you sell by the square foot, such as flooring. In the Invoice/Quote module, open the...
The Square Footage Calculator calculates the line item quantity in square feet for one or more pieces of different dimensions (length x width). Use this calculator for items that you sell by the square foot, such as flooring. In the Invoice/Quote module, open the...
How to set up an additional fee for an inventory item
Inventory, Invoice/Quote, Knowledge Base, Setup
To automatically collect an additional set fee when you sell an item, such as recycle fee or a battery core charge deposit, follow these steps: If you haven’t already done so, turn on the core charge feature: On the File menu, click setup and then go to the...
To automatically collect an additional set fee when you sell an item, such as recycle fee or a battery core charge deposit, follow these steps: If you haven’t already done so, turn on the core charge feature: On the File menu, click setup and then go to the...
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 invoice-wide 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...