Adjust discounts given in error
Note: Before you can adjust a discount given in error, you must have created a new department for adjustments and a new inventory item for adjustments. In Paladin, on the top ribbon, select the Invoice/Quote module. Optional: On the bottom ribbon of the module, click Advanced Lookup to search for customer account information. Enter the part […]
Discount items at checkout
This article describes how to ring up items with different discounts at checkout. In the following procedure, we use the following scenario: Item 1 : Regular price Item 2 : 50% off Items 3-5 : 25% off Items 6-10 : 10% off Note: To discount items at checkout, you may need manager approval. In Paladin. […]
Multi-store: Review stock information across stores
Note: This feature is for multi-store clients only. In the Invoice/Quote module, you can review stock information at another store. In Paladin, on the top ribbon, select the Invoice/Quote module. Enter a part number in the Part Number box. Press Enter. Optional: On the bottom ribbon of the module, click F1 Advanced Lookup to find customer […]
Taxes
IMPORTANT: You must set up the tax definition before you can follow any other procedures listed in this article. The following provide instruction and information on the following: How to set up a tax definition How to set up Tax Free definition How to assign a tax definition How to create a tax exemption message […]
Special Orders
Paladin’s Special Order system covers placing special orders for both existing products as well as non-stocked products. Every special order generated also automatically generates pending purchase orders for all suppliers identified on the special order. This article contains instruction and information on the following: Overview Options Special Order customers How to create a special order […]
Sales commission
This article provides instruction and information on the following: How to set up a commission per customer How to set up a commission by invoice for each salesperson How to create an Invoice Commission report How to create a Sales Commission report per customer with one commission rate for all customers How to create a […]
Return items
Note: Returns to Flexible Spending Accounts (FSA), i.e.. FLEX cards, are not supported in Paladin. When a customer returns an item, Paladin can verify the purchase and add the original invoice number to the return invoice. Figure 1: Original invoice number on the return invoice This article provides instruction and information on the following: How […]
Transaction Report: Monthly service charges
To create a Transaction Report showing monthly service charges: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need to Know. In the Report List pane, select Transaction Report. In the Choose Report pane, click F12 Next. In the Transaction Report window, in […]
Printing receipts
This article provides instruction and information on the following: How to set up custom text on your receipts How to print a receipt from the Invoice Report How to print a receipt with a known part number How to print a receipt with a known customer name How to find and print a receipt without […]
Payment Management
This article provides instruction and information on the following: How to apply a payment to an invoice How to view all payment charges and credits to an account or project How to view Applied Credit History How to correct a payment that was mistakenly applied to an invoice How to apply a payment to an […]
Account payments
This article provides instruction and information on the following: How to post a payment to an account How to reverse a posted payment to an account How to reverse account payment and discount fields Account payment invoice How to post a payment to an account In Paladin, on the top ribbon, select the Invoice/Quote module. […]
Layaway Orders
This article provides instruction and information on the following: How to create a layaway account How to create a layaway order How to receive a layaway payment How to view a layaway status How to recall and complete a layaway transaction How to create the payment report for all layaway orders How to create the […]
Ace gift cards
This article contains information and instruction on the following: How to sell an Ace gift card How to redeem an Ace gift card How to check an Ace gift card balance How to reload Ace gift cards How to return Ace gift card funds after activation How to sell an Ace gift card In Paladin, […]
Multi-store: Accounts Receivable
A customer can be “owned” by a store in a multi-store system, so that the sales activity at one store will not be included in the Accounts Receivable figures of the other stores. To do this, each store must maintain a separate profile for each customer and must generate month-end statements for each store. Note: […]
Invoice barcodes
Paladin invoice barcodes use the code 128 barcode standard. This eliminates issues that cause some invoice barcodes to print incorrectly after a Windows update. Most scanners can read the code 128 barcode standard. If your scanner is not reading new invoice barcodes, one of the following situations may be true: You may need to set […]
