Quotes and On Hold invoice requirements
In Paladin’s Invoice/Quote module, when you click Store Transaction to create a Quote or On Hold invoice, a Name value is required. To help you remember, the phrase *Required appears in red above the Name box. If the Name box is empty, you cannot click F12 Store to save the invoice. Input to the Memo box […]
Wallace Hardware EDI
Note: If Paladin Support has set up EDI for Wallace Hardware, you can follow these procedures to send and receive EDI files for your store. This article provides instruction and information on the following: How to send a purchase order from Paladin How to receive files from Wallace Hardware Note: After successfully downloading EDI, follow […]
United Hardware EDI
This article provides information and instruction on the following: How to send files How to receive files United Hardware EDI supplier ratio finelines 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 or […]
Print Later flag
The Print Later flag is a check box that, when selected, identifies items that need a new big tag. This check box is in Paladin’s Inventory module, on the General tab, in the Item Information pane. To print labels based on the Print Later flag, use the Bintag Format reports in Paladin’s Reports module. Figure […]
Microsoft Report Builder: Create a custom report
Note: Before following these procedures, Paladin Support must set up the open database connection (ODBC) and template for the Microsoft Report Builder. If you are not sure that the setup has been done, contact Paladin Support for assistance. With the Microsoft Report Builder, you can create and maintain customized reports with access to all store-level […]
Best Practices: How and why to use the Break Pack Threshold $ setting
The Break Pack Threshold $ setting is part of Paladin’s Market-Driven Inventory™ system that uses sophisticated sales analysis to minimize wasted overstock dollars. When you order more items than you can sell, you tie up your money in overstock. If this money were available, you could use it to improve your business in other ways. […]
Paladin Swifter™: Speed up Paladin with a database tune-up
Your Paladin database is busy recording data from your store operations day in and day out. Over time, this daily data piles up and can impact your database performance. Most of this data is old and no longer needed by your store. To keep your database working smoothly and efficiently, Paladin recommends that you give […]
Verify a prior nightly upload
To verify a prior nightly upload occurred: In Paladin, from the top menu, select Maintain > Data Viewer. In the Data Viewer window, click the Rewards tab. In the Starting box, verify the date: Today’s Date indicates that the previous nightly upload was successful. Yesterday’s Date indicates that the previous nightly upload did not occur. […]
White Paper: Inventory as an Investment
As store owners, we must purchase products before we have anything to sell. We are truly investors more than we are shop-keepers; but instead of a tidy, manageable investment portfolio, we have tens of thousands of inventory items to manage. Inventory profitability and GMROI While there are many ideas about what makes a store profitable, […]
Microsoft Access Templates
With the Microsoft Access Templates, you can create and print labels, tags, signs, and reports from within Paladin. This article provides instruction and information on the following: How to download the Microsoft Access Templates How to select/print/reset bin tags using Microsoft Access How to create reports with the Microsoft Access Templates How to download the […]
Ace Hardware Smart Barcodes single-use coupon
Note: Ace Hardware Smart Barcodes coupons are validated by Ace Hardware and can only be used once per customer. How it works When an Ace Hardware Smart Barcodes coupon is scanned, Paladin adds the coupon to the invoice and sends the coupon number and the selected customer’s Ace Rewards number to Ace Hardware for validation. […]
Best Practices: Backing up data
Credit Card Deposit Report: Gift cards
In the Credit Card Deposit Report, in the CARD TYPE DETAILS section, gift cards are included in the GIFT column. Figure 1: Credit Card Deposit Report/Card Type Details/Gift About the Credit Card Deposit Report The Credit Card Deposit Report gives a list of all credit card purchases for the time period you choose and shows […]
Recent Sales History: Pmt Type column displays last 4 credit card digits
To view recent sales: In Paladin, on the top ribbon, select the Customers module. Enter or select a customer account from the Customer list. Select the Credit tab. On the top of the Sales History pane, click either the Customer Friendly or Accounting Department magnifying glass. In the Recent Sales History window, when a transaction […]
Avalara AvaTax™: Customer tax exempt code
Note: This feature is for stores that use the Avalara AvaTax™ service with Paladin. Note: If you see the tax subtotal on the main Invoice screen, Avalara isn’t enabled. Only the pre-tax subtotal is shown in the bottom-right corner of the screen when Avalara is enabled. If you just enabled Avalara, restart Paladin before testing […]
