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 […]
Set initial sort order for recalled transactions
In the Recall Transaction window of Paladin’s Invoice/Quote module, you can choose how quotes (and other recalled transactions) are initially sorted: By date from newest to oldest (This is the default.) Alphabetically by name Note: For multi-stores, the default sort is by store number. To set the initial sort order for recalled transactions: In Paladin, from […]
Invoice/Quote module Quick-access menu
When in Paladin’s Invoice/Quote module, and right-click on an item, the following menu opens: Figure 1: Invoice/Quote menu Available when working with a managed order, the Add Managed Item option becomes available. Items can be added to a managed order by right-clicking on an item(s) added below the Items below this line are not part […]
Quick access menus
Speed up invoicing and purchase order processing with Paladin’s quick access menus. Right-click any line item on an invoice or purchase order, and get immediate access to commonly used tasks and tools. This article provides instruction and information on quick access menus for the: Invoice/Quote module PO module Invoice/Quote module To open the quick access […]
Suspend credit card processing
Credit card processes that are in place usually work smoothly; but occasionally, you may need to suspend credit card processing to resolve an issue. If you find yourself in this situation, you can suspend credit card processing immediately with Disable Credit Card Processing. To suspend credit card processing: In Paladin, from the main menu, select […]
Part numbers and manager override notes on invoices and receipts
Get more control over what appears on sales invoices and receipts with the following two options: Show the item’s primary part number, regardless of what part number (primary or an alternate part number) was entered or scanned. Do not show the alternate part number. Prevent manager override notes from appearing. To turn on these options: […]
On hold transactions retain original prices
Paladin always shows the original item price when you recall an on hold transaction. To put items on hold: In Paladin, on the top ribbon, select the Invoice/Quote module. Add items to an invoice. Click F6 Store Transaction, On the top of the Store Transaction window, enable On Hold. In the Name box, enter a […]
Order Manager: Turn quotes into orders
When a quote becomes an order, the item quantities and prices are fixed. This ensures that a customer always receives the quoted price for an order item, but that this price is only good for the quoted amount. If additional amounts of an order item (beyond the quoted quantity) are added to an invoice at […]
Round up for charity
This article provides instruction and information on the following: About Round up for charity How to set up the Round up for charity feature How to add charities How to select the charities that appear at checkout How to use the Round up for charity feature to collect donations Charitable contribution totals in the Comparative […]
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 […]
