How to send an email to all charge customers
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 use the United Hardware Market Promo ordering system
Note: This feature only applies to stores that use United Hardware as an EDI supplier. The United Hardware Market Promo ordering system condenses the large comprehensive United Hardware Market Promo price list into a short summary, customized for the items in your active inventory. This interactive summary is provided in an Excel spreadsheet—one row for each […]
How to use the United Hardware Market Promo ordering system
The United Hardware Market Promo ordering system condenses the large comprehensive United Hardware Market Promo price list into a short summary, customized for the items in your active inventory. This interactive summary is provided in an Excel spreadsheet—one row for each market promo item. In addition to multiple columns of United Hardware Market Promo details, […]
How to generate the historical invoice item tax data for the Sales Tax Details Report
IMPORTANT: To follow this procedure, build 1216 or later must be installed. On the Maintain menu, select Data Viewer. In the Paladin POS Data Viewer window, click the Invoice Item Taxes tab. In the Generate Historical Invoice Item Taxes pane, select the From The To date will automatically appear as 31 days later. Click Generate Historical […]
How to verify that the prior nightly upload occurred
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
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
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
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
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. […]
How to view classes, locations, or suppliers in an Excel spreadsheet
In the Data Viewer, you can edit the invoice purchase order numbers, project names, and invoice dates. To make these changes, you must have manager credentials. Open Paladin Point of Sale. On the Maintain menu, click DataViewer. Click the Invoices tab. On the Invoices tab, on the View tab, specify the search criteria for the […]
How to fix barcodes that are not appearing on a full sheet of bin tags or shelf tags through Microsoft Access Template
Follow these procedures in this order: How to download MS Access Template and install font files How to test bin tag barcode functionality How to test shelf tag barcode functionalityb How to download MS Access Template and install font files Note: If you have already downloaded MS Access Template, begin at step 3. Open Paladin Point […]
