Invoice Margin Analysis Report adds department 999 (Unknown)
During EDI processing and other automated inventory updates, an item is placed in department 999 (Unknown) when a specific department is not defined. You can perform a margin analysis for items in department 999 (Unknown) in Paladin’s Invoice Margin Analysis Report. The Invoice Margin Analysis Report calculates the invoice profit and margin for items in […]
Ace Hardware: No-Rewards class feature
Note: This update only applies to Ace Hardware stores that use Ace Rewards. To set up a class to identify items that do not participate in Ace Rewards: In Paladin, from the main menu, select File > Setup. Select the Class tab. In the Classes pane, in the list of classes, highlight the class that […]
Set up options for deleted inventory items at checkout
You can set up one of the following options to occur when a deleted item is scanned or added manually to an invoice: Auto Restore Prompt for Restore Part Number Not Found (the default) In Paladin, from the main menu, select File > Setup. Select the Invoice (Store) tab. In the Invoice pane, in the […]
Set duplicate invoices to print on a receipt printer
Note: You must be a manager or a higher position to change this setting. To set up duplicate invoices to print on a receipt printer: In Paladin, from the main menu, select File > Setup. Select the Invoice (Store) tab. In the Invoice pane, check Use Receipt Printer for Invoice Reprint. Click Save, then click […]
Footage Calculators
This article provides instruction and information on the following: Overview How to access the Footage Calculator How to access the Square Footage Calculator: How to calculate the total footage (quantity in feet) for invoice items of multiple lengths How to calculate the total square footage (quantity in square feet) for invoice items of multiple dimensions […]
Store credit
This article provides instruction and information on the following: About store credit How to apply a store credit balance to a purchase How to turn off the store credit balance message About store credit A store credit represents money that a customer can spend in your store. The credit can be from a returned item, […]
Set Restricted item class
This article provides instruction and information on the following: Overview How to set up a restricted item class How to classify an inventory item as a restricted item Overview At checkout, you can require customer information for any item that you have classified as a restricted item, such as spray paint, fire arms, alcoholic beverages, […]
Data Viewer: Edit invoice purchase order numbers, projects, dates
With Paladin’s Data Viewer, you can edit invoice purchase order (PO) numbers, project names, and invoice dates. Note: Manager or higher credentials are required to make these changes. In Paladin, from the top menu, select Maintain > Data Viewer. In the Data Viewer window, select the Invoices tab. Select the View tab. Choose the search […]
Force invoice to big form
To print all invoices, quotes, and special orders for a specific customer on the store’s laser printer using the big form (8 ½ x 11): In Paladin, on the top ribbon, select the Customers module. Enter or select the customer account in the Customer list. In the Form Control pane, check Force invoice to big […]
Check numbers in customer Credit Notes Field
When a customer makes an account payment with a check, the check number can be entered in Paladin’s Customer module > Electronic tab > Account Payment window (opened by pressing F5 Account Payment on the bottom ribbon of the Customer module). After a customer makes the payment, the Check Processing window opens, and the cashier must […]
Inventory Core Charge
Many states have enacted regulations that require inventory item-specific charges. This is done to help reduce items being improperly left in landfills and to encourage recycling and reuse of materials (aluminum cans, glass bottles). These charges are referred to as a core charge, which is a fee that is automatically included with the item on […]
Invoice/Quote options for handling inactive/deleted items
A Paladin Configuration setting lets you choose how inactive (deleted) inventory items are handled when they are scanned or manually-entered in Paladin’s Invoice/Quote module. Note: “Deleted” items are not “deleted.” They are “inactive” and can be restored/activated if needed. To set up deleted (inactive) inventory items in the Invoice/Quote module: In Paladin, from the main […]
Suspended sales
This article provides instruction and information on the following: How to create a suspended sale How to recall a suspended sale How to delete a suspended sale How to create a suspended sale Note: You can only store one suspended sale on a terminal. When you create another suspended sale, it will overwrite the previous […]
View last 100 invoices
In Paladin, you can see a list of recent invoices (up to 100) for a terminal or customer and quickly reprint or email an invoice in the list. If you have a customer selected in Paladin’s Invoice/Quote module, you will see the invoices for that customer from all terminals. Otherwise, you will see the last […]
Defective items
This article provides instruction and information on the following: How to mark a returned item as defective How to mark an exchanged item as defective How to create the Defective Parts Report and remove the items from inventory How to mark a returned item as defective Note: If you or a customer find a defective […]
