Overview: Deputy Integration
Deputy simplifies the workforce management by leveraging your Paladin Point of Sale sales data to forecast sales and build optimized employee schedules.
Salesperson Exception Report: Manager accounting overrides
Manual discounts, price overrides, and easy returns can be useful tools when you need to price-match to make a sale or maintain a happy customer. However, these tools can also be misused or exploited to commit fraud. To ensure that your employees are acting in the best interest of your store, you can create and […]
Discontinued Item Report adds location ID
A location system is a valuable organization method for your store, making items easy to find for both you and your customers. For example, the location L112 could represent the left side (L) of aisle 1, section 1, shelf 2. In Paladin, it’s easy to set up a location system. To find out more, refer […]
Ace Hardware: Ace Magnolia SKU Conversion utility
The Ace Magnolia SKU conversion utility updates Magnolia items in your inventory with Ace Hardware SKUs. This one-time process is required for customers to purchase these items from your store on acehardware.com. The utility must be run outside of business hours when no one is using Paladin. The utility can be run on any terminal. […]
Ace Hardware: Ace STIHL SKU Conversion utility
The Ace STIHL SKU conversion utility updates STIHL items in your inventory with Ace Hardware SKUs. This one-time process is required for customers to purchase these items from your store on acehardware.com. The utility must be run outside of business hours when no one is using Paladin. The utility can be run on any terminal. […]
Overview: Volusion eCommerce Integration
Volusion is an eCommerce platform that creates online shopping experiences. We partner with Volusion to give you the technology to grow your business through fully integrated online inventory, marketing, sales and customer management.
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 compliance 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 […]
