Month-end statements
This article provides instruction and information on the following: Automatic Month-end Statement process Benefits and changes Enhanced Month-end statements functionality Multi-store setup and requirements How to run Month-end statements Manual statement run Account Summary Report How to reverse a Month-end statement How to save Month-end statements for bulk mailing Automatic Month-end Statement process Paladin is […]
Farmers Co-Op Society (FCS) integration
The Farmer’s Co-op Society (FCS) integration allows FCS clients to track accounts receivable when Paladin is their point of sale. In Paladin, FCS clients can manually generate a daily export file of all invoices to upload. FCS clients can manually browse to a customer update file and process it to add new customers and update […]
External Sync of Inventory Items
Setting Paladin Configuration For external synchronization, the following must be done in Paladin Configuration by a Paladin TSR: In Paladin, from the main menu, select File > Setup. Select the ExternalSync tab. In the External Sync Configuration pane, select integration type from the Select Type list. In the General Settings pane, check Enable Synchronization. Click […]
Sale Lists
This article provides instruction and information on the following: How to create a Sale List Navigating between Sales and Pricing Plans How to make a Sale List inactive How to make a Sale List active Sale List filters How to export and import items in a sale (Sale List) using Excel How to create the […]
Invoice: Incomplete, Exit Paladin, and Remove Item messages
When creating invoices, there are three safeguard messages to ensure you do not lose information: Remove Invoice Item Warning Incomplete Invoice Warning Exit Paladin warning Remove Invoice Item Warning message The Remove Invoice Item Warning message is triggered when you remove a line item from an invoice. A message window opens asking if this is […]
Enhanced Voiding Invoices
Stores occasionally need to void previously completed invoices, including Account Payments. Voids should conform to accounting best practices and allow stores to balance all revenue types. They should also provide traceability for enhanced fraud detection. With this update, stores now have enhanced capability to do this. Paladin’s updated voids feature provides the following benefits and […]
Deliveries
Important Note: Mobile2Deliver must be set for Paladin delivery to be set up for client’s customers (Invoice/Quote). Note: This feature is available in build 7397.1 or higher. Stores providing delivery service to business customers need to track delivery addresses at a project level; and in the increasingly complex world of sales tax, they frequently need […]
Suggested Order Report
The Suggested Order report is designed to help automate the process of sending purchase orders to vendors. It aggregates data from sales history and from item-level settings in Paladin’s Inventory module. The report is viewable as a PDF for informational purposes. The Suggested Order report can also generate a pending purchase order, thereby suggesting items […]
MBF, MFS, Ton, and Order Multiples
In Paladin, you can view item costs in different units, such as thousand board feet (MBF), thousand square foot (MSF), tons, and order multiples. This information can be viewed in both Paladin’s Inventory and PO modules. This feature is especially useful for products that are priced by suppliers in a different unit of measure than […]
Overview: Orgill FanBuilder
Price/Margin Changes Report
The Price/Margin Changes report shows the price and margin of inventory items on a given day/date. To create the report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > History. In the Report List pane, select Price/Margin Changes. In the Choose Report pane, click F12 Next. In the Report Settings pane, select the […]
Hourly Analysis Report
The Hourly Analysis report shows invoice count, line count, and sales total per hour. To run 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 Area pane, select Hourly Analysis Report. In the Choose Report pane, click F12 Next. In the Report […]
Markup and margin calculator
In business, the markup is the price spread between the cost to produce a good or service and its selling price. In order to ensure a profit and recover the costs to create a product or service, producers must add a markup to their total costs. In business, margins are the differences between the price of a […]
Transactions: Payment types
Note: When performing a transaction, process gift cards or Flex (FSA) cards first to determine if there will be a balance due via another payment type. Transactions are done in Paladin’s Invoice/Quote module. In Paladin, on the top ribbon, select the Invoice/Quote module. Scan or enter a part number in the Part Number box. Press […]
FanBuilder: Orgill’s rewards/loyalty program
This article provides the following on FanBuilder: Enroll customers in Orgill FanBuilder Rewards Accessing customer information and FanBuilder Dashboard in Paladin Enroll customers in Orgill FanBuilder Rewards Note: If Orgill FanBuilder is set in Paladin Configuration, the Program Name Rewards window opens when the Invoice/Quote module is opened. If you set a program name and […]
