RF Unit: 15 line functionality
RF Unit 15 line functionality (introducing dynamic prompts) is an enhancement to the current 6 line functionality. All current functions of the RF Unit in Paladin remain the same; clients currently using the RF 6 line functionality have the option to continue using that functionality or utilize some or all of the RF 15 line […]
Ace Hardware: Children’s Miracle Network Bucket Days promotion
To learn more about this promotion, go to Drumming Up Support For Miracle Bucket Days. This article includes instruction and information on the following: Preliminary steps How to process the promotion transaction How to create an Items Sold Report and submit the amount due to Ace Hardware Miracle Bucket Days Preliminary steps Make sure that part number […]
Equinox Luxe 8500i: Manually enter a credit card number
To manually enter a credit card number using the Equinox Luxe 8500i: In Paladin, on the top ribbon, select the Invoice/Quote module. Optional: Enter or select a customer account in the Customer list, then press Enter. Enter a part number in the Part Number box.. Press Enter. Press F8 Checkout. In the Checkout tab, select […]
Apply Service Charge prior to month-end statements
If you want to apply service charges prior to month-end statements: In Paladin, from the main menu, select File > Setup. Select the Receivables tab. At the end of the Statements pane, check Apply Service Charge Manually. Click Save, then click Close. From the top menu, select Maintain > Data Viewer. Select the A/R Service […]
Invoice Payment History Report
To run an Invoice Payment History Report: In Paladin, on the top ribbon, select the Customers module. Enter or select a customer account from the Customer list. On the bottom ribbon of the module, select F6 Payment Management. In the Payment Management window, in the Charge Invoices pane, there are three options: All Applied Open […]
Signatures
This article provides instruction and information on the following: How to enable Signature required Specify a signer and PO number for all credit card purchases How to set up Paladin to optionally skip any required signature Skip signature dollar limit How to turn on the authorized signer options for all credit card purchases How to […]
Saberis Special Order integration
Paladin has partnered with Saberis to integrate vendor quotation or order systems. SaberisConnect is our cloud-based integration solution for the lumber and building materials industry. Saberis counters one of the challenges that building materials suppliers face as they interact more with technology and digitally transform their software solutions and consolidate and integrate information from quotation […]
Rental services
Paladin has a process for creating a rental agreement for any rental items. The process involves creating a customer account, then collecting a deposit that can be combined from the final transaction. Note: If the client’s store(s) have a substantial rental program, Paladin suggest they integrate with Point of Rental Essentials. The Paladin-Point of Rental […]
Paid-in, Paid-out, Cash drop
Note: To perform a Paid-In, Paid-Out, or Cash drop function, the user needs Manager Override enabled as an employee permission. If this is not enabled, the process will not work. This article provides instruction and information on the following: Paid-in, Paid-out, Cash drop Reports Paid-in, Paid-out, Cash drop In Paladin, on the top ribbon, select […]
Ace Hardware: Ace API Reprocess Sales option
Store Manager or Admin Important: Backup the database before reprocessing Ace EDI Sales. Note: This feature is intended for situations where many Ace EDI Sales are not functioning. If only a few Ace EDI Sales are not functioning, contact Paladin Support. You must have manager or admin status in Paladin to perform the following. Note: […]
Seasonal Items
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 […]
Transaction report from Quote to Order invoices
The Transaction report from Quote to Order invoices includes all invoices produced from any quote. To create a Transaction report from Quote to Order invoices: 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 List pane, select […]
Set up the TSP 100 LAN printer
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 […]
Safeguard: Manager override when Tax flag disabled in Invoice/Quote
To avoid the tax flag from being disabled when processing a transaction in Paladin’s Invoice/Quote module, manager approval is required in order to uncheck the Tax box. For the tax flag to be active or disabled for all items, the top checkbox is used. For the tax flag to be active or disabled for individual […]
Create a stored purchase order from an invoice/quote
Purchase orders (POs) can be created from an invoice/quote and be stored for review. For every selected item in the invoice/quote, a PO will be created for each unique supplier. When a PO is created from an invoice/quote, the account name and account number are put in a note at the top of the PO. […]
