Set minimum margin for a department
To set the minimum margin for a department: In Paladin, from the main menu, select File > Setup. Select the Dept tab. If you have multiple stores, in the list of stores, highlight the store where you want to make the change. In the list of departments, highlight the department that you want to edit. When […]
FAQs: Point of Rental Essentials
This guide is for clients that use the Paladin integration with Point of Rental Essentials to process rental payments. For more information, refer to: Overview: Point of Rental Essentials Integration. If you want to set up the Paladin integration with Point of Rental Essentials, or have more questions about the integration, contact Paladin Support. For […]
Accounts receivable and sales tax reporting
Paladin Data Corp’s accounting calculations and reporting methods, including sales tax reporting, follow generally accepted accounting principles (GAAP) and are designed to reconcile all presented data. Understanding the timing of revenue recognition is key to understanding sales tax reporting in Paladin. Investopedia, a global corporate finance and accounting firm, provides the following summary of revenue […]
Admin Access level replaces Admin passwords
Note: This feature does not apply to stores that use TranSentry credit card processing. Admin passwords are still required for those stores. This feature eliminates admin passwords. When an employee with Admin Access attempts to access a Paladin feature/setting that requires admin permission, they will have immediate access with no password required. To set this […]
Set up remote warehouse stock on hand
Important: This feature is typically set up automatically when the client clicks Recall PO for the first time after the feature is installed. Use these steps only when the warehouse must be manually changed or set up because the automatic feature is not working or must point to a different warehouse. This feature is available […]
Transaction Report: Search for issued/redeemed coupons
You can search for issued or redeemed coupons in the Transaction Report by using a keyword search. 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 List pane, select Transaction Report. In the Choose Report pane, click […]
FastBound Integration: Acquiring and Disposing
Paladin integrates with FastBound so you can receive and sell firearms in Paladin while simultaneously updating FastBound. Learn more about the FastBound integration This article provides instruction and information on the following: How to receive firearms in Paladin and automatically acquire them in FastBound How to sell a firearm in Paladin and automatically dispose of it in FastBound How to add a firearm inventory item in Paladin How to handle a transferred firearm that was purchased […]
QuickBooks: Create vendor bills from received purchase orders
This feature requires Paladin integration with QuickBooks. When you have this integration turned on, vendor bills are automatically created in QuickBooks shortly after you receive inventory in Paladin. An invoice is created for each receiving event. If you receive items on a purchase order incrementally, a QuickBooks bill is created each time you receive items […]
PO Quick Access (right-click) menu in the PO module
Right-click a purchase order line item to get immediate access to these commonly used tasks and tools. Note: For details on each option, refer to the Quick access menus KBA.. Right-click Menu options when you create a PO Right-click Menu options when you receive a PO Right-click Menu options when you create a PO Select […]
Set up Lane 7000 or Lane 8000 payment terminal for Worldpay EMV
Important: Lane 7000 and 8000 require NETePay version 5.7.33 Note: The following procedures must be done in the following order: Set up the Lane 7000 or Lane 8000 device Install NETePAY Set up NETePay Set up Paladin Set up the Lane 7000 or Lane 8000 device Plug in the Lane 7000/8000 device(s) to an electrical […]
Ace Hardware: Convert Valspar part numbers to Benjamin Moore part numbers
To support the Ace transition from Valspar to Benjamin Moore paint SKUs, Paladin created a tool that converts Valspar part numbers to Benjamin Moore part numbers automatically. Before you use this utility: The utility must be run outside of business hours when no one is using Paladin. The conversion is a one-time process and can […]
Government Fee Details Report
This article provides instruction and information on the following: About the report Turn on the fees feature Assign fees and classes Create the report About the report Many products now incur additional fees set by government and regulatory agencies for recycling or environmental remediation. Paladin makes it easy to automatically include these fees at checkout […]
Ace Hardware: Get real-time remote stock on hand at your Ace Hardware RSC
Two Paladin features provide real-time remote stock on hand (SOH) information for your Ace Hardware Retail Support Center (RSC). This article provides instruction and information on the following: Get real-time RSC stock on hand for any inventory item Sort purchase order by RSC availability Get real-time RSC stock on hand for any inventory item The […]
Lane 7000: Adjust volume
To adjust the volume on a Lane 7000: On the Lane 7000 keypad, press 2634, then tap the F key. Tap Control Panel. Tap Terminal Settings. Tap Human Interface. Tap Beep, then select Beep on Key Press. Tap Volume. Use the pen to adjust the volume, then tap the green circle to set volume. On […]
Rewards: Exclude Special Orders from calculating rewards
Note: This feature only applies to Ace Rewards, Rich Rewards, and Repeat Rewards. To exclude special orders from calculating rewards: In Paladin, from the main menu, select File > Setup. Select the Class tab. Create a new class named “SO Rewards Exclusion.” Click New. In the Name box, enter: SO Rewards Exclusion In the Class ID […]
