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. Note: To remove combine the quantity fields of duplicate line items and remove them […]
Set up type 2 UPC barcode feature for items sold by weight
To set up the type 2 UPC barcode feature for items sold by weight: In Paladin, from the main menu, select File > Setup. Select the Company tab. In the Type 2 UPC pane, check Enable Type-2 UPC. Note: Your scale must support type 2 UPC barcodes. Click Save, then click Close. Determine the part […]
True Value Hardware: Missing order items with PO type
Note: This feature only applies to stores that use the True Value Hardware EDI system to send and receive purchase orders. Missing items on received supplier orders are common and can occur for many reasons. In the True Value Hardware EDI ordering system, if items are missing from a complete (fully-received) purchase order (PO), you […]
Search quotes and invoices
To search quotes and invoices: In Paladin, on the top ribbon, select the Invoice/Quote module. Create or open an existing invoice. Right-click any invoice or quote line to open the quick access menu. On the menu, click Search Invoice/Quote. In the Search Invoice/Quote window, enter a search term, then press Enter. To repeat the search […]
Insert subtotals on an invoice
The Insert Subtotal option allows customers to break their invoices in to job categories (electrical, plumbing, etc.), or by their clients/jobs (West job, John Doe, etc.). You must enter, in sequence, the items you want for a subtotal. When done entering items in sequence, you need to enter at least one item that is not […]
Recall Transaction: Search quotes and transactions with custom sort options
Paladin has a feature lets you choose how quotes (and other recalled transactions) are initially sorted in the Recall Transaction window. With this feature, you can choose from the following default sort order options: Sort transactions alphabetically by name Sort transactions by date from newest to oldest (This is the default.) To recall a transaction: […]
Prevent manual discounts from applying to Net items
You can prevent an inventory item from being automatically discounted by checking Net on top of the Pricing Levels pane in the Pricing tab of Paladin’s Inventory module. Figure 1: Net checkbox in Pricing tab of the Inventory module When you press F4 Discount Item in the Invoice/Quote module to apply a percentage discount to an […]
Display Description 2 on original invoice
When you add the item to an invoice, Paladin displays the inventory item’s Description 2 text (from the Inventory module) in the Description box. When this feature is turned on, a salesperson can view Description 2 when creating an invoice. Notes: Description 2 will always be printed on the original invoice or receipt. Because the […]
