Viewing Images
Product images are stored in Paladin Cloud Storage. After initial setup, images can be viewed through the Invoice/Quote and PO modules by right clicking on an item and selecting View Images. Images can also be viewed in the Advanced Lookup window by clicking on the magnifying glass next to the item. When an image is […]
PaladinGo™ Checkout Module
Back to PaladinGo™ Launchpad PaladinGo™ allows you to sell from anywhere with an Internet connection. Available for Android and IOS devices, the app’s intuitive design and easy-to-learn interface lets you make sales and process returns. The app supports payment using cash and credit cards (BlockChyp processing uses the Equinox Luxe 6200M device). PaladinGo lets you: […]
PaladinGo™ Purchase Order Module
Back to PaladinGo™ Launchpad The Purchase Order module lets you to create, view, and edit a purchase order (PO). To create a PO: On the top of the module, use either the UPC icon to scan an item, the Magnifying Glass to search for an item, or enter the part number. Figure 1: Top of […]
PaladinGo™ Receive Purchase Order Module
Back to PaladinGo™ Launchpad Note: When receiving an endless aisle order through PaladinShop™, a prompt window opens at the bottom of the module stating that the item scanned is an endless aisle item and asks if you’d like to print Pick List Bin Tags for each item received. These tags contain Customer Name, Invoice Number, […]
Do It Best Promotions
Do It Best (DIB) develops and provides promotions on parts and prices that DIB stores can review and apply. This is done through DIB sending stores a .txt file (PRMOITM.txt). Note: Clients have to request Paladin to turn on the promo item file. To open and apply promotions in Paladin: On the top menu of […]
Excel file for customer purchase totals
To create an Excel file of a customer’s dollar amount of their purchases during a specific date range: In Paladin, from the top ribbon, select the Customers module. On the bottom ribbon of the module, select F1 Advanced Lookup. On the top of the Advanced Lookup window, enable All. In the Key Word search box, […]
Paladin Cloud™: Attaching electronic files to a purchase order
Paladin provides the capability to create electronic files that can be attached to a purchase order (PO) and stored in Paladin Cloud™. This is done through scanning. This article provides instruction and information on the following: How to scan and attach documentation to a purchase order Find PO function to view and/or attach scanned documents […]
Seasonal Items
This article provides instruction and information on setting up Seasonal sales. In Paladin, on the top ribbon, select Inventory module. Enter the part to recall in the Part # box. Press Enter. Select the Order Control tab. In the Seasonal Dates pane, check Seasonal. Set the Begin Date. Note: This should be the date you […]
Create a stored purchase order from an invoice/quote
Purchase orders (POs) can be created from an invoice/quote and be stored for review. For every selected item in the invoice/quote, a PO will be created for each unique supplier. When a PO is created from an invoice/quote, the account name and account number are put in a note at the top of the PO. […]
Set up remote warehouse stock on hand
Important: This feature is typically set up automatically when the client clicks Recall PO for the first time after the feature is installed. Use these steps only when the warehouse must be manually changed or set up because the automatic feature is not working or must point to a different warehouse. This feature is available […]
QuickBooks: Create vendor bills from received purchase orders
This feature requires Paladin integration with QuickBooks. When you have this integration turned on, vendor bills are automatically created in QuickBooks shortly after you receive inventory in Paladin. An invoice is created for each receiving event. If you receive items on a purchase order incrementally, a QuickBooks bill is created each time you receive items […]
PO Quick Access (right-click) menu in the PO module
Right-click a purchase order line item to get immediate access to these commonly used tasks and tools. Note: For details on each option, refer to the Quick access menus KBA.. Right-click Menu options when you create a PO Right-click Menu options when you receive a PO Right-click Menu options when you create a PO Select […]
True Value Hardware: Purchase order received confirmation
Note: This feature only applies to stores that use the True Value Hardware EDI system to send and receive purchase orders. While sending purchase orders using True Value EDI is very reliable, Internet glitches or other communication issues can occur. To give you peace of mind that your True Value purchase order was received, Paladin […]
Order Analyst: Create supplier POs for a suggested order or other PO
Note: This feature only applies to stores that actively use one or more of these EDI suppliers: Ace Hardware Orgill Hardware True Value Hardware Emery Jensen Distribution (EJD) House Hasson. The money you invest in your store’s inventory has a direct and significant impact on your bottom line. While you can’t control supplier costs, you […]
Quick access menus
Speed up invoicing and purchase order processing with Paladin’s quick access menus. Right-click any line item on an invoice or purchase order, and get immediate access to commonly used tasks and tools. This article provides instruction and information on quick access menus for the: Invoice/Quote module PO module Invoice/Quote module To open the quick access […]
