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 […]
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 Find Customer’s special orders How to […]
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 […]
