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 […]
Order Analyst: Buy inventory from the lowest-cost EDI suppliers
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 […]
True Value Hardware: Missing order items with PO type
Note: This feature only applies to stores that use the True Value Hardware EDI system to send and receive purchase orders. Missing items on received supplier orders are common and can occur for many reasons. In the True Value Hardware EDI ordering system, if items are missing from a complete (fully-received) purchase order (PO), you […]
True Value Rewards
This article provides instruction and information on the following: Why a customer loyalty program is valuable About True Value Rewards and Paladin Set up True Value Rewards integration Look up existing True Value Rewards members Sign up a new True Value Rewards member Sign up a True Value Rewards member in the Customers module View […]
Search quotes and invoices
To search quotes and invoices: In Paladin, on the top ribbon, select the Invoice/Quote module. Create or open an existing invoice. Right-click any invoice or quote line to open the quick access menu. On the menu, click Search Invoice/Quote. In the Search Invoice/Quote window, enter a search term, then press Enter. To repeat the search […]
Account Notes: Customer management
Customer account management and appliance to Generally Accepted Accounting Principles (GAAP) requires good documentation. When you keep good records, you’ll have a happier accountant and increased business efficiency. Paladin’s Account Notes feature makes customer record keeping easy. This Paladin Customers module feature lets any employee (with appropriate access) enter detailed notes (up to 650 characters) […]
Insert subtotals on an invoice
The Insert Subtotal option allows customers to break their invoices in to job categories (electrical, plumbing, etc.), or by their clients/jobs (West job, John Doe, etc.). You must enter, in sequence, the items you want for a subtotal. When done entering items in sequence, you need to enter at least one item that is not […]
Ace Hardware: Upload Paladin customer account information to Ace Hardware Corporate
To make sure your Ace Rewards customers are synced with Ace Hardware Corporate, you can upload Paladin customer account information for your enrolled Ace Reward customers at any time. Customer type selections are included in this upload. To upload Paladin customer account information to Ace Hardware Corporate: In Paladin, on the top menu, select […]
Design/create a BOGO promotion
Buy One Get One (BOGO) has become one of the most popular and often used acronyms in the retail lexicon, and Buy One Get One is one of the most effective sales promotions in the business. Research shows that 93% of shoppers admit to taking advantage of a BOGO sale, and 66% of them prefer […]
Recall Transaction: Search quotes and transactions with custom sort options
Paladin has a feature lets you choose how quotes (and other recalled transactions) are initially sorted in the Recall Transaction window. With this feature, you can choose from the following default sort order options: Sort transactions alphabetically by name Sort transactions by date from newest to oldest (This is the default.) To recall a transaction: […]
Repeat Rewards: First and Last name requirement
In Paladin’s Invoice/Quote module. when you sign up a new Repeat Rewards customer or connect a customer with their Repeat Rewards account, the First Name and Last Name values are automatically entered. Figure 1: RepeatRewards customer information However, in the Customers module, if you try to add a RepeatRewards ID to a customer using the […]
Prevent manual discounts from applying to Net items
You can prevent an inventory item from being automatically discounted by checking Net on top of the Pricing Levels pane in the Pricing tab of Paladin’s Inventory module. Figure 1: Net checkbox in Pricing tab of the Inventory module When you press F4 Discount Item in the Invoice/Quote module to apply a percentage discount to an […]
Transaction Report: View per-item prices for quantity discount transactions
When an item is sold in a discounted quantity, a Paladin Configuration option can be set so that the calculated price per item will show instead of the quantity discount price in the Transaction report. For example, if the price to purchase an item quantity of 2 is $25, and the new option is turned […]
Transaction Report: Excel option skips account payments
When you use the Transaction Report to analyze sales revenue, account payments can skew your calculations. To help, Paladin provides an Excel version of the Transaction Report with the Skip account payments option, that when checked, excludes customer payments from the report results. To run the Excel version of the Transaction Report to skip […]
