Set up TSC TDP-225 to print Bar Bell tag (Item Tag #18)
This procedure creates a custom “stock” entry in the TSC TDP-225 printing preferences for Item Tag #18 that is shaped like a barbell (refer to the LTSR catalog for details). In Paladin, this tag has the following label: Item Tag #18 – Bar Bell Style To set up the TSC TDP-225 to print a bar […]
Ace Hardware: In-store customer discounts on acehardware.com
Your customers can receive the same discounts that you offer them in-store (via pricing plans assigned to their Paladin customer account) when they shop at acehardware.com. Tip: To learn how to apply discounts to customers using pricing plans, see Pricing Plans. Note: In Paladin, Pricing Plans had a restriction that limited a price discount to […]
Ace Hardware: Ace National Account Pricing discounts at checkout
Ace Hardware offers Ace National Account pricing for many business customers online at acehardware.com. You can offer these discounts in your store with the Ace National Account search in Advanced Lookup. To turn on this feature, contact Paladin Support. In Paladin, to find Ace National Accounts: In Paladin, on the top ribbon, select the Invoice/Quote […]
Create unique sequential alternate part numbers for inventory items
You can create a series of incremental unique alternate part numbers, starting with X00001 and incrementing by 1 (X00002, X00003, and so on) when you manually add an inventory item or create inventory items using the Data Viewer inventory upload feature. All alternate IDs will start with X and increment by one each time. They […]
Benjamin Moore OSR and CCP reports
If you participate in Benjamin Moore OSR (Outside Sale Rep) or CCP (Contractor & Commercial Pricing) programs, Paladin can create the reports required by Benjamin Moore. Important: If you use the OSR program, you must perform some initial set up steps (see procedure below). If you are only enrolled in the CCP program, there is […]
Tax Holiday Set Up
A tax holiday is a time period when some items are sold tax-free or partially tax-free. For example, during a tax holiday, customers may purchase outdoor recreation items or school supplies and not pay sales tax. Or customers may purchase some more expensive items, such as a $400 bicycle, but only pay tax on the […]
Set up Insufficient SOH message
The Insufficient SOH message notifies you when an invoice quantity entered exceeds current stock on hand (SOH). This message will not open for non-inventory items, and you can limit it to a range of locations. To set up the insufficient SOH message: In Paladin, from the main menu, select File > Setup. Select the Invoice […]
Parent/Sub-accounts
In Paladin, your customers can designate a primary account, or “parent” account, and under that account, have individual sub-accounts.. This is very useful when running account statements. To set Parent/sub-accounts: Create accounts. Refer to the Customer accounts KBA for setting up accounts. In Paladin, on the top ribbon, select the Customers module. On the top […]
Set up and apply trade discounts
Trade discounts give your best customers a discount on their monthly statement. Trade discounts are set up as pricing plans. This allows you to selectively discount specific departments or classes and require that the discount meets the minimum margin for each item. You can create multiple trade discounts and selectively apply them to each customer […]
Set up prompt payment discount
Prompt payment discounts encourage your customers to pay their account balance quickly. When you set up this feature, statement discounts (applied per customer) will expire on a specific day of the month if the balance is unpaid. To apply a statement (percentage) discount to an individual customer account, see the How to set up percentage […]
Paladin Settings: Receivables tab
The Receivables settings control how monthly statements are generated in Paladin. To access these settings: In Paladin, from the main menu, select File > Setup. Select the Receivables tab. Note: There are two sections to the Receivables tab, which are presented below, the Statements pane and the Invoice/Quote pane. The following are the settings/descriptions of […]
Volusion integration Do’s and Don’ts
The following guidelines are important when using Volusion integration. Important: Do not change the “Status” of a Volusion transaction. If you change the status, a duplicate invoice is created in Paladin. Figure 1: Volusion Order Status Do click ORDER COMPLETE when finished with an order. Figure 2: Volusion Order Complete
Overview: Microsoft Dynamics GP Accounting Integration
Eliminate the time-consuming process of transferring your daily financial activity summary and create invoices for received inventory in Microsoft Dynamics GP (formerly Great Plains). No muss, no fuss, no manual entry.
Ace Online Services integration with Paladin
Paladin is fully integrated with the Ace Online Services (AOS) to support “buy online, pick up in store” purchases. All in-store pick up transactions occur in AOS, and your Paladin database is updated automatically by Ace Hardware. In the Comparative Revenue reports, all in-store pick up transactions are recorded in Paladin and appear separately. Important: […]
Emery Jensen Distribution EDI
This article provides the following instruction and information: How to send a purchase order to EJD How to download and process EJD EDI files Note: After successfully downloading EDI, follow the steps in the following KBA to generate your bin tags or shelf tags: Batch and print EDI price changes on full sheet bin tags […]
