» Invoice/Quote

Duplicate invoice PO number

Invoice/Quote, Knowledge Base, Purchase Orders, Setup

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

Invoice/Quote, Knowledge Base, Process

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

Invoice/Quote, Knowledge Base, Process

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 […]

Hide Item Regular Retail on Invoice

Invoice/Quote, Knowledge Base, Process, Setup

Paladin provides a control that, when enabled, hides (not prints) regular retail on all invoices, receipts, quotes, and rain checks. To activate this feature: In Paladin, from the main menu, select File > Setup. Select the Invoice (Store) tab. Check Hide Item Regular Retail On Invoice. Click Save, then click Close. Close and restart Paladin […]

Ace National Lookup option

Ace Hardware, Customers, Invoice/Quote, Knowledge Base, Process

Note: In most cases, you can enter a last name and a zip code to find rewards information on a customer. For even more information, you can enable the Ace Nat’l Lookup radio button and be given all stores participating in Ace Rewards. To use the Ace National Lookup option: In Paladin, on the top […]

Do It Best: Electronic coupons

Commerce, Invoice/Quote, Knowledge Base, Process, Setup, Taxes

Paladin supports and automatically processes the Do It Best (DIB) family of dollar off coupons. The data to drive this customer-friendly program is transmitted to your store inside the existing file maintenance download files. As each coupon is reviewed and processed, the “retail” price of each coupon is set to a negative value. This allows […]

Accounts receivable update from credit purchase orders

Customers, Invoice/Quote, Knowledge Base, Process, Reports, Setup

A credit purchase order (PO) is an instrument that removes inventory from your store and shows it as money the “supplier” owes you. In Paladin, all credit balance POs create a NON-REVENUE invoice and charge the credit PO balance to your accounts receivable system. This increases accounts receivable WITHOUT increasing reported revenue. Statements may be […]

Report Detailing Contents of Store Transactions and POs

Customers, Invoice/Quote, Knowledge Base, Purchase Orders, Reports, Setup

To access the report detailing contents of Store Transactions and POs: In Paladin, from the top ribbon, select the Invoice/Quote module. On the bottom ribbon, select F6 Recall Transaction. In the Recall Transaction window, enable one of the following transaction types: Suspended Sale Quote – Order Kit Special Order On Hold Delivery You can also […]

Disable Auto-Combine of rows in an invoice/quote

Invoice/Quote, Knowledge Base, Process, Setup

By default, Paladin auto-combines identical inventory items into a single line on the customer’s invoice or quote. To turn this feature off: In Paladin, from the main menu, select File > Setup. Select the Invoice (Store) tab. Check Disable Auto-Combining of Rows. Note: This is not available if Ace Rewards is enabled. Click Save, then […]

Invoice Margin Analysis Report

Invoice/Quote, Knowledge Base, Reports

This article provides instruction on creating an Invoice Margin Analysis report. To create the report: 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 Invoice Margin Analysis Report. In the Choose Report pane, click […]

Multi-Store: RF unit limited to local store

Invoice/Quote, Knowledge Base, Multi-store, Policy, Process, Purchase Orders

Note: This article is for multi-stores only. All RF units automatically disconnect if a user on the RF hosting terminal logs into another store. While the hosting terminal is connected to a distant store, the F8 RF Unit button is grayed out.

Watermark style line numbers

Invoice/Quote, Knowledge Base, Process, Purchase Orders

Watermark style line numbers are displayed on Paladin’s Invoice/Quotes and Purchase Orders. The same style line numbers are on the invoice screen and the PO Receive screen. With this, when the screen displays a message, such as combined with line 3, it is easy to find line 3 should you have reason to review the […]

Multi-Store: Single item transfer credit PO

Inventory, Invoice/Quote, Knowledge Base, Multi-store, Process, Purchase Orders, Setup

Note: This KBA is only for use with a multi-store client. Note: The single item transfer system is no longer automated. If this feature is enabled, the invoice and inventory screen transfer functions will no longer deduct the transferred quantity from the supplying store. Instead, a credit PO is created in the requesting supply store […]

Resolve Part Number not Found

Inventory, Invoice/Quote, Knowledge Base, Process, Setup

This feature allows a store’s employees to capture and add unknown barcodes in Paladin. When a barcode/part number is scanned that doesn’t exist in the Enterprise-wide database, a message is displayed stating Part Number Not Found, and allows employees to enter another number to resolve the issue. If the new number is found in the […]

Full sheet invoice shading option

Invoice/Quote, Knowledge Base, Process, Setup

Full sheet invoices feature the option to disable alternate line shading. While the shading helps readability onscreen and a freshly printed copy, both faxing and photocopying have difficulty reproducing the shading correctly. To turn off shading on full sheet invoices: In Paladin, from the main menu, select File > Setup. Select the Forms tab. In […]