Accounts Receivable: Manage supplier returns
This article provides instruction and information on the following: Overview Set up supplier return management using accounts receivable and replacement purchase orders Create an accounts receivable entry for a supplier return Process a replacement purchase order and automatically adjust the supplier A/R account Credit the supplier account for a monetary reimbursement Overview The supplier return […]
RF Units
The following provides instruction and information on RF units: Setup: How to set employee RF unit access How to assign RF printers How to hide retail in a PO on RF terminal How to enable Inbound Receiving for the RF Unit How to set up bin tags and shelf tags on a dedicated printer with […]
Ace Hardware: Exclude sale item purchases from suggested order calculations
Note: This change only applies to Ace Hardware stores that exclude sale item purchases from suggested order calculations in Paladin. This feature is recommended and must be set up in Paladin Configuration. Contact a Paladin TSR for assistance. With this feature set, when both a sale item and an associated promotional non-sale (trigger) item are […]
Pharmacy: Include pharmacy consult notes in an invoice
Pharmacy invoice notes are used to show whether or not a consultation was accepted or denied. By default, the note text appears as Customer was offered a consult. Note: If the checkout process is cancelled for a pharmacy item, then restarted and subsequently completed, the invoice will only display HIPPA, safety cap, or similar notes. […]
F4 Discount feature
This article provides instruction and information on the following: About F4 Discount How to set up the F4 Discount to respect the minimum margin by default How to apply the F4 Discount to respect the minimum margin How to apply the F4 discount to manually priced items on invoices by default How to apply the […]
Transactions
This article provides instruction and information on the following: Note: For information on transaction payment types, refer to: Transactions: Payment types. For information on stored transactions, refer to Stored transactions. How to process a transaction for services and repairs How to set up Alternate Part Number Found during an invoice transaction How to add a […]
Multi-Store: Recall quotes from another store and complete the purchase
Note: This feature only applies to multi-stores. This feature lets you recall, edit, and complete a quote that was created in a different store (remote quote). To access remote quotes: In Paladin, on the top ribbon, select the Invoice/Quote module. On the bottom ribbon of the module, click F6 Recall Transaction. In the Recall Transaction […]
Quotes and On Hold invoice requirements
In Paladin’s Invoice/Quote module, when you click Store Transaction to create a Quote or On Hold invoice, a Name value is required. To help you remember, the phrase *Required appears in red above the Name box. If the Name box is empty, you cannot click F12 Store to save the invoice. Input to the Memo box […]
Print Later flag
The Print Later flag is a check box that, when selected, identifies items that need a new big tag. This check box is in Paladin’s Inventory module, on the General tab, in the Item Information pane. To print labels based on the Print Later flag, use the Bintag Format reports in Paladin’s Reports module. Figure […]
Recent Sales History: Pmt Type column displays last 4 credit card digits
To view recent sales: In Paladin, on the top ribbon, select the Customers module. Enter or select a customer account from the Customer list. Select the Credit tab. On the top of the Sales History pane, click either the Customer Friendly or Accounting Department magnifying glass. In the Recent Sales History window, when a transaction […]