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 […]
Invoice line items: Tax, Def, and Net check boxes
This article provides instruction and information on the following: Overview How to change the default tax definition of a customer at checkout How to return a defective item How to prevent manual discounts from applying to net items Overview In the Invoice/Quote module, each line item includes three check boxes: Figure 1: Tax, Def, and […]
Cash Drop
When you take cash from the register to move it to a safer location, the Cash Drop feature provides accurate record keeping. The following end-of-day reports include Cash Drop accounting: Report Cash Drop details Period Register Balance report See each cash drop performed. Total cash drops appear as a negative amount. The Total Cash amount […]
Multiple forms of payment at checkout
This article describes how to accept multiple forms of payment (including FLEX cards) at checkout. Note: Process the gift cards or Flexible Spending Account (FSA) cards, i.e., FLEX cards, first to determine if there will be a balance due via another payment type. In Paladin, on the top ribbon, select the Invoice/Quote module. To add […]
Quotes
This article provides instruction and information on the following: How to create a quote How to create a quote for services and repairs How to add parts and labor to a quote How to add a new part number to a quote after it is created How to automatically number quotes How to sell items […]
Stored transactions
This article provides instruction and information on the following: Overview Stored Transactions notice How to create a Stored Transaction How to recall or delete a Stored Transaction How to suspend a Stored Transaction How to create a Stored Transaction report Overview In Paladin’s Invoice/Quote module, in the Store Transaction window, you can enable the following […]
Payment to a charge account: Check or money order
Note to accountants: Payments by check or money order do not require printed receipts. If you are processing large quantities of checks or money orders, you can save time by using Paladin’s Customers module. In Paladin, on the top ribbon, select the Customers module. On the bottom ribbon of the module, click F1 Advanced Lookup. In the Advanced […]
PAID BY invoice label
To set the PAID BY label to full-sheet invoices and paper tape receipts: In Paladin, from the main menu, select File > Setup. Select the Forms tab. In the Form Information pane, check Enable “PAID BY” label on forms. Click Save, then click Close.
Salesperson Exception Report
When an employee manually discounts an item by clicking F4 Discount Item in Paladin’s Invoice/Quote module, the discounted price is included in the Salesperson Exception Report. The Salesperson Exception Report provides a list of all price overrides, manual discounts, and negative quantities sold during a specified time period and sorted by employee. To run the […]
In-Store Pickup eComm coupons
Paladin provides the F5 Coupon payment tender option on the Invoice Checkout screen to support In-Store Pickup of merchandise purchased during an eCommerce shopping event. Many stores are participating in eCommerce shopping experiences and need a non-cash revenue source to record delivery of a product that was fully paid for during the eCommerce session. To […]
Multi-Store: Alternate Sales Report
Note: This feature is Multi-store only. Multi-store Paladin clients have available the Alternate Sales report that accompanies end-of-month customer accounts receivable statements. The Alternate Sales report focuses on customer accounts that were defined with Open Item accounting systems. A historic component of open item accounting is to display every unpaid invoice and unapplied credit regardless […]
Duplicate invoice PO number
Duplicate invoices can display Authorized Signer and PO Number on sales paid using a credit card. To enable the feature to allow collection of PO/Memo data and authorized signer matching on credit card sales: In Paladin, from the main menu, select File > Setup. Select the Credit Card tab. In the Signatures pane, check Enable […]
Return invoice refund
A return invoice can refund all payment types used on the original invoice. Important: Remember to enter a “-“ negative sign before the dollar amount of each payment type, or you will find the customer is due an even larger refund. For information on returned items, refer to the Return Items KBA. For clients using […]
PO Receive mode: Remember position control
Paladin’s PO Receive system has a “remember where I was” control. Should you leave PO Receive to work in another area, when you return, press Alt > 4 (hold Alt down and press the number 4). Your screen will automatically display your PO Receive event in progress and restore focus on the exact line and […]
