Buy Down Quote Report
The Buy Down Quote report is in an Excel format generated in Paladin’s Invoice/Quote module. Before being able to generate this report, you must first: Create a quote, refer to the How to create a quote section in the Quotes KBA. Turn the quote into an order: Order Manager: Turn quotes into orders Once you […]
Lengthy notes in Invoice/Quotes
Before this feature, writing a note in an invoice/quote was limited to 62 characters. Now, lengthy notes can be pasted into a Note field, which holds 48 characters, with the remaining characters flowing into the next Note field. Note: This can only be done by copying and pasting the text. In Paladin, on the top […]
Sale Lists
This article provides instruction and information on the following: How to create a Sale List Navigating between Sales and Pricing Plans How to make a Sale List inactive How to make a Sale List active Sale List filters How to export and import items in a sale (Sale List) using Excel How to create the […]
Invoice: Incomplete, Exit Paladin, and Remove Item messages
When creating invoices, there are three safeguard messages to ensure you do not lose information: Remove Invoice Item Warning Incomplete Invoice Warning Exit Paladin warning Remove Invoice Item Warning message The Remove Invoice Item Warning message is triggered when you remove a line item from an invoice. A message window opens asking if this is […]
Transactions: Voids
This article provides instruction and information on the following: How to void a transaction Credit card processor cannot void a payment Failed VOID caused by a canceled payment card transaction How to create a Voided Transaction report How to create a Voided Credit Card Transaction report Voiding a transaction creates an SOH history entry How […]
Deliveries
Important Note: Mobile2Deliver must be set for Paladin delivery to be set up for client’s customers (Invoice/Quote). This article provides instruction and information on the following: How to add a delivery address and contact info to a customer account How to validate a customer’s delivery address (Avalara AvaTax™ accounts only) How to schedule a delivery […]
Hourly Analysis Report
The Hourly Analysis report shows invoice count, line count, and sales total per hour. To run the report: 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 Area pane, select Hourly Analysis Report. In the Choose Report pane, click F12 Next. In the Report […]
Transactions: Payment types
Note: When performing a transaction, process gift cards or Flex (FSA) cards first to determine if there will be a balance due via another payment type. Transactions are done in Paladin’s Invoice/Quote module. In Paladin, on the top ribbon, select the Invoice/Quote module. Scan or enter a part number in the Part Number box. Press […]
Reprint an invoice
The following provides instruction and information on the following: How Paladin printer settings affect invoice reprints Reprint purchase orders without costs How to reprint from the Invoice/Quote module Invoice reprints from Invoice/Quote module How to reprint from the Customers module How to reprint a customer’s prior statement How to reprint a customer’s prior invoice How […]
Ace Hardware: 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 Pricing Plans. Note: In Paladin, Pricing Plans had a restriction that limited a price discount to […]
Ace Hardware: 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 Paladin, to find Ace National Accounts: In Paladin, on the top ribbon, select the Invoice/Quote […]
Tax Holiday Set Up
A tax holiday is a time period when some items are sold tax-free or partially tax-free. For example, during a tax holiday, customers may purchase outdoor recreation items or school supplies and not pay sales tax. Or customers may purchase some more expensive items, such as a $400 bicycle, but only pay tax on the […]
Set up Insufficient SOH message
The Insufficient SOH message notifies you when an invoice quantity entered exceeds current stock on hand (SOH). This message will not open for non-inventory items, and you can limit it to a range of locations. To set up the insufficient SOH message: In Paladin, from the main menu, select File > Setup. Select the Invoice […]
Paladin Settings: Receivables tab
The Receivables settings control how monthly statements are generated in Paladin. To access these settings: In Paladin, from the main menu, select File > Setup. Select the Receivables tab. Note: There are two sections to the Receivables tab, which are presented below, the Statements pane and the Invoice/Quote pane. The following are the settings/descriptions of […]
Pick List Report for outstanding order items
Paladin’s 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 Pick List report to your fulfillment department or use it for easy reference. Tip: To learn more about orders in Paladin, see Order Manager: Turn quotes into […]
