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: Paid-In, Paid-Out, or Cash drop functions under $100 do not require Manager Override. If the amount is over $100, the user needs Manager Override enabled as an employee permission; or, a Manager will need to manually override. This article provides instruction and information on the following: Paid-in, Paid-out, Cash drop Reports Paid-in, Paid-out, Cash […]
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. […]
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 […]
Enhanced Voiding Invoices
Stores occasionally need to void previously completed invoices, including Account Payments. Voids should conform to accounting best practices and allow stores to balance all revenue types. They should also provide traceability for enhanced fraud detection. With this update, stores now have enhanced capability to do this. Paladin’s updated voids feature provides the following benefits and […]
Deliveries
Important Note: Mobile2Deliver must be set for Paladin delivery to be set up for client’s customers (Invoice/Quote). Note: This feature is available in build 7397.1 or higher. Stores providing delivery service to business customers need to track delivery addresses at a project level; and in the increasingly complex world of sales tax, they frequently need […]
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 […]
