How to send an email to all charge customers

Customers, Knowledge Base, Maintain

This feature sends an email to all customers with a store account. To receive the email, the customer must have a non-zero Credit Limit on the Credit tab in the Customers module and must have an email address on file.  In Paladin, on the Maintain menu, select Utilities > Customer Utilities > Email Charge Customers. […]

How to verify that the prior nightly upload occurred

Knowledge Base, Maintain

On the Maintain menu, click Data Viewer. In the Paladin POS Data Viewer window, click the Rewards tab. In the Starting box, verify the date: Today’s Date indicates that the previous nightly upload was successful. Yesterday’s Date indicates that the previous nightly upload did not occur.

How to download the Microsoft Access Templates

Knowledge Base, Maintain

WARNING:  This procedure is for single stores only.  If you are a multi-store client, contact Paladin Support for assistance. Note: If the MS Access Templates are not already installed or you do not have the latest version of it, follow these steps:  Open Paladin Point of Sale. On the Maintain menu, click Download, and then […]

How to create a Cancelled Invoice Report

Knowledge Base, Maintain, Reports

Note:  To create this report, Microsoft Excel must be installed on the computer. Open Paladin Point of Sale. On the Maintain menu, click Utilities, and then click Invoice Cancelled Report. In the Invoice Date boxes, select start and end dates for the report. Click Excel Report. An Excel spreadsheet will open with the following values […]

How to import invoice transactions into Paladin Point of Sale

Knowledge Base, Maintain

Create an invoice import file using the process described in How to create an invoice transaction file that you can import into Paladin Point of Sale. Open Paladin Point of Sale. On the Maintain menu, click Data Viewer. In the Paladin POS Data Viewer window, click Invoices. On the Invoices tab, click the Import tab. Click the ellipsis (…) next to the Read File box, and then select the file that you […]

How to create an invoice transaction file that you can import into Paladin Point of Sale

Knowledge Base, Maintain

Open Paladin Point of Sale. On the Maintain menu, click Data Viewer. In the Paladin POS Data Viewer window, click Invoices. On the Invoices tab, click the Import tab. In the Export File Template list, select the file type that you want to use to import your invoice data, and then click Export. IMPORTANT:  Depending on you the file format you selected, an XML or Excel template file opens with sample data. […]

Edit Suppliers

Inventory, Knowledge Base, Maintain, Process, Setup

To edit Supplier information: In Paladin, on the top ribbon, select the Inventory module. Select the Order Control tab. In the Suppliers pane, click in a Supplier field or an Order # field. In the Edit Suppliers window, select a supplier from the Supplier: field. Perform any edits, then click F12 Close. In the Inventory […]

Removal of data validation

Knowledge Base, Maintain, Policy, Process, Setup

Paladin contains a server-based service that is always running. One of the service’s many tasks is to perform a full data validation function every night. In user triggered events, such as EDI processing, Paladin will only run the full data validation system IF the previous validation is older than 20 hours. In most cases, Paladin […]

Ace Buyback Support

INTERNAL, Knowledge Base, Maintain, Process, Setup

Paladin supports and drives the Ace PTA Buyback and Credit List functions. To use this features: In Paladin, on the main menu, click Maintain.  Click Utilities.  Click Ace Utilities. Click Process Buyback File. In the Ace Buyback Processing window, in the Store Number box, replace 00000 with the Ace store’s actual number. Click on the ellipses […]