Ace Hardware: How to offer in-store customer discounts on acehardware.com
Your customers can receive the same discounts that you offer them in-store (via pricing plans assigned to their Paladin customer account) when they shop at acehardware.com. Tip To learn how to apply discounts to customers using pricing plans, see How to apply a pricing plan to a customer account. To set up this feature you […]
Ace Hardware: How to apply Ace National Account Pricing discounts at checkout
Ace Hardware offers Ace National Account pricing for many business customers online at acehardware.com. You can offer these discounts in your store with the Ace National Account search in Advanced Lookup. To turn on this feature, contact Paladin Support. In the Invoice/Quote module, click Advanced Lookup or press F1. Click the Customers tab. Select Ace […]
User’s Guide: Tax Holiday
A tax holiday is a time period during which some items are sold tax-free or partially tax-free. For example, during a tax holiday, customers may be able to purchase outdoor recreation items or school supplies and not pay sales tax. Or customers may be able to purchase some more expensive items, such as a $400 […]
How to set up the insufficient SOH message
To be notified when you enter an invoice quantity exceeds your current stock on hand, turn on the Insufficient SOH message. This message will not appear for non-inventory items and you can limit it to a range of locations. On the File menu, click Setup. Click the Invoice(Store) tab. Select Enable Oversold Warning. Optional: To […]
How to create a pick list for outstanding order items
The Pick List report provides a list of outstanding order items sorted by order in Excel. Order item details include unsold item quantities, prices and more. Provide this list to your fulfillment department or use it for easy reference. Tip To learn more about orders in Paladin, see Overview: Turn quotes into orders with Order […]
About automatic ACH eCheck deposits
The automatic check deposit feature transfers check payments into your bank account, overnight, using the customer’s bank account information on file or check information entered at checkout. During invoicing, if a customer is selected, check information must be entered only once. Afterwards, it is saved in Paladin Point of Sale for future purchases. In the […]
How to automatically number quotes
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 find the quote by number in the Recall Transaction window. To turn on this […]
How to add a custom message on emailed receipts
Your custom message will replace this default text: Your invoice from
How to calculate the total square footage (quantity in square feet) for invoice items of multiple dimensions
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 Square Footage Calculator using one of these methods: Right-click the line […]
How to set up an additional fee for an inventory item
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 Invoice (Store) Select the Use Alternate Core […]
How to redeem an Ace gift card
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 how credit cards are processed in your store: Stores that use encrypted credit card processing: At the bottom of the Credit Card Processing window, click Ace […]
How to set up the type 2 UPC barcode feature for items sold by weight
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 each product that will be sold by weight […]
How to prevent invoice-wide discounts from applying to Net items
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 the File menu, click Setup. In the Paladin Configuration window, click the Company tab. In the Inventory pane, select the Exclude Net items from Invoice-wide […]
How to insert subtotals on an invoice
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, right-click an invoice line item, and then select Insert Subtotal. The subtotal will be inserted above […]
About Profit Analyst
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 required. Note: An employee cannot use Profit Analyst unless they […]
