Recall Transaction Preview Feature
Paladin’s Transaction Preview feature provides the capability to open a transaction and view the invoice with details of the transaction. To use the feature: In Paladin, select the Invoice/Quote module. Om the bottom ribbon of the module, select F6 Recall Transaction. The Recall Transaction window opens. On the top of the window, enable the type […]
Quotes: Insert Quote Feature
With the Insert Quote feature, quotes can be inserted into invoices. With the No Del setting, quotes can be inserted into invoices customers use for projects they use over time (for information on this, refer to the Quotes: No Delete Feature KBA). To insert a quote into an invoice: In Paladin, select the Invoice/Quote module. […]
Quotes: No Delete Feature
Often times, clients have customers that have projects that utilize the same materials, and because of this, develop quotes in Paladin that can be utilized over again over time. With this, Paladin now has a No Del (no delete) setting. To activate the No Del setting: In Paladin, open the Invoice/Quote module. On the bottom […]
Viewing Images
Product images are stored in Paladin Cloud Storage. After initial setup, images can be viewed through the Invoice/Quote and PO modules by right clicking on an item and selecting View Images. Images can also be viewed in the Advanced Lookup window by clicking on the magnifying glass next to the item. When an image is […]
Round to Nearest Nickel
Due to the phasing out of the penny, enabling this feature causes Paladin to automatically apply a coupon to round up or down the total invoice amount of cash payment type invoices to whole nickel increments. This method ensures a customer doesn’t need change in pennies and sales tax calculations are correct on modified invoice […]
Discount Analyst
Discount Analyst is part of the Quick Access menu in Paladin’s Invoice Quote module. The Discount Analyst window that opens provides reasons that contribute to a part being discounted on an invoice. This helps support answer questions for clients, and it also helps clients understand why a part on an invoice is being discounted at […]
Do It Best: Customer Direct Shipment (Special Order)
For Do It Best (DIB) EDI stores, when creating a special order, it can be designated a Customer Direct Shipment, which causes Do It Best to ship the order directly to the customer, not the store. This allows stores to order product on behalf of customers without needing to receive the items into inventory. To […]
Collections Report
The Collections report shows all open item invoices. The report is important to stores using Open Item Accounting; helping clients identify open invoices and respond to their customers accordingly. To run a Collections report: In Paladin, select the Reports module. In thee Report Area pane, select Accounts Receivable > Accounting Reports. In the Report List […]
Net Promoter Score: triPOS Lane 7000/8000 terminals
As per Wikipedia, a “Net promoter score (NPS) is a market research metric that is based on a single survey question asking respondents to rate the likelihood that they would recommend a company, product, or a service to a friend or colleague. The primary objective of the net promoter score methodology is to infer customer […]
Do It Best Promotions
Do It Best (DIB) develops and provides promotions on parts and prices that DIB stores can review and apply. This is done through DIB sending stores a .txt file (PRMOITM.txt). Note: Clients have to request Paladin to turn on the promo item file. To open and apply promotions in Paladin: On the top menu of […]
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 […]
