VusionGroup

Inventory, Knowledge Base, Process, Setup

VusionGroup is a specialist in electronic shelf labeling systems. VusionGroup designs and markets all of its system’s components (software, radio-frequency infrastructure, labels, and mountings).  When a retail price changes on an inventory item, the electronic tag linked to that product updates in seconds to a minute (depending on the size of the tag) to the […]

Master Report: Inventory Check

Inventory, Knowledge Base, Process, Reports

Using Paladin’s Master Report, you can filter for items that have not been ordered for quite some time and check stock on hand (SOH). To run the Master Report for this situation: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > General. In the Report List […]

Paid-in, Paid-out, Cash drop

Invoice/Quote, Knowledge Base, Process

Note: Paid-In, Paid-Out, or Cash drop functions under $100 do not require Manager Override. If the amount is over $100, the user needs Manager Override enabled as an employee permission; or, a Manager will need to manually override. This article provides instruction and information on the following: Paid-in, Paid-out, Cash drop Reports Paid-in, Paid-out, Cash […]

Seasonal Items

Invoice/Quote, Knowledge Base, Process, Purchase Orders, Setup

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 […]

End of Day reports

Commerce, Knowledge Base, Policy, Process, Reports

There are two reports that Paladin recommends you run daily to help with your closing procedures: Today’s Register Balance Today’s Comparative Revenue Report Paladin also suggest you backup your database on a regular basis. For information on this, refer to: Backup and copy a Paladin database to a USB drive Today’s Register Balance In Paladin, […]

Remote Stock Check

Commerce, Inventory, Knowledge Base, Process, Setup

The Remote Stock Check (RSC) feature provides: Real-time remote stock on hand (SOH) information Sorting purchase orders (POs) by availability Adjusting order quantities before buying Efficient ordering This article provides instruction and information on the following: Setting up RSC in Paladin Dual warehouse Remote Stock Check Get real-time RSC stock on hand for any inventory […]

Accounting: Automated Check Handling option

Accounting, Knowledge Base, Reports, Setup

To include Automated Check Handling (ACH) data in the GL Summary, the following must be set: In Paladin, from the main menu, select File > Setup. Select the Accounting tab. In the Asset Accounts pane, check Include ACH. Enter the ACH account number in the ACH Account box. Click Save, then click Close. Figure 1: […]

BlockChyp: Credit card reconciliation

Commerce, Knowledge Base, Policy, Process, Reports

To maintain accurate accounting and to catch and fix problems before they affect your business and customer relationships, you must reconcile your Paladin, debit, gift, and credit card sales with your credit card processor’s records every business day. Important: BlockChyp accounts have their fees assessed at the end of a statement period. To reconcile Paladin […]

Remote Access to Mobile phones

Install, Knowledge Base, Setup

Notes: The access is View Only; there is no remote control. There is a 15 second ring sound, which indicates an active session. Enable the Do Not Disturb option to prevent phone notifications from being seen. The following provides instruction for both Paladin TSRs and clients. Paladin TSR Open the N-able Take Control console. Click Start […]

Customer File Export report

Customers, Knowledge Base, Reports

You can export Paladin customer account information for both active and inactive accounts. The following customer type details are provided in the Customer File Export report’s spreadsheet columns: Customer Type ID: The integer ID assigned to the customer type in Paladin. Example: 16 Customer Type: The customer type name. Example: Farm/Agriculture Customer Type Code: The […]