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 bin 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 […]
Customize Customer messages
In Paladin, you can create messages for many purposes, including the following: Upsell products and services Broadcast upcoming events for your store or community Show support for local charities Promote in-store loyalty program Send customers to a webstore or social media sites Protect your company from liability issues by providing information, including the following: Legal […]
Supplier Billing document
A Supplier Billing document looks like an invoice but does not affect inventory or accounting totals. This document can be useful if you need to pre-approve a sale with a customer. When you create a Supplier Billing document, the document is printed automatically. If the customer has an email on file, a PDF of the […]
Invoice Importer
This article provides instruction and information on the following: About Invoice Importer How to create an invoice transaction file that you can import into Paladin How to import invoice transactions into Paladin How to view a revenue report with imported invoice information About Invoice Importer With the Invoice Importer, you can import transactions from other […]
Data Viewer: Invoice settings
In Paladin’s Data Viewer, you can edit invoice purchase order numbers, project names, and invoice dates. Note: To make these changes, you must have manager credentials. In Paladin, from the top menu, select Maintain > Data Viewer. Select the Invoices tab. On the Invoices tab, on the View tab, specify the search criteria for the […]
Specify inactive (deleted) items at checkout
Paladin lets you choose how inactive (deleted) inventory items are handled when they are scanned or manually-entered in the Invoice/Quote module. Figure 1: Paladin Configuration: Deleted Part Behavior option To set up how to deleted (inactive) inventory items in the Invoice/Quote module: In Paladin, from the main menu, select File > Setup. Select the Invoice […]
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, […]
