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. Note: The Salesperson […]
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 […]
