Set initial sort order for recalled transactions
In the Recall Transaction window of Paladin’s Invoice/Quote module, you can choose how quotes (and other recalled transactions) are initially sorted: By date from newest to oldest (This is the default.) Alphabetically by name Note: For multi-stores, the default sort is by store number. To set the initial sort order for recalled transactions: In Paladin, from […]
Invoice/Quote module Quick-access menu
When in Paladin’s Invoice/Quote module, and right-click on an item, the following menu opens: Figure 1: Invoice/Quote menu Available when working with a managed order, the Add Managed Item option becomes available. Items can be added to a managed order by right-clicking on an item(s) added below the Items below this line are not part […]
Wells Fargo ACH: Schedule automatic payments for purchases
Do you have customers with purchases who want to pay over time? What if you could schedule automatic payments and not worry about managing the customer’s balance? By offering a fixed number of payments on large purchases, you can make your customers happy and increase your sales opportunities. Paladin’s Wells Fargo Automated Check Handling (ACH) […]
Quick access menus
Speed up invoicing and purchase order processing with Paladin’s quick access menus. Right-click any line item on an invoice or purchase order, and get immediate access to commonly used tasks and tools. This article provides instruction and information on quick access menus for the: Invoice/Quote module PO module Invoice/Quote module To open the quick access […]
Capital One Trade Credit Integration
This article provides instruction and information on the following: About Capital One Trade Credit integration Capital One points of contact What to do before the Capital One Trade Credit integration can occur How to determine if you have the Capital One Trade Credit integration already turned on How to set up Capital One Trade Credit […]
View customer’s authorized signers in Excel
The View in Excel feature automatically creates an Excel view of frequently-requested customer data, which eliminates the need to transcribe the information manually. From Excel, you can easily print, email, and share information with customers or other software programs. The Excel view is editable so you can edit the data before you print, share, or […]
Mid-Month Statement
To create a Mid-Month Statement: In Paladin, on the top ribbon, select the Reports tab. In the Report Area pane, select Accounts Receivable > Statements. In the Report List pane, select Mid-Month Statements. In the Choose Report pane, click F12 Next. In the Report Settings pane, on the Search by line, do one of the […]
Use Enter or Tab to record entry
In Paladin, when you manually enter values into text boxes, you must press Enter or Tab to record your entry. An example is when in the Invoice/Quote module, if you manually enter a Part Number and do not press Enter or Tab before you move the cursor to another location in the Invoice /Quote module, […]
Rewards search by phone number and cell phone number
In Paladin’s Invoice/Quote module, when you look up a customer’s rewards number using their phone number, both the Phone and Cell Phone number values in the customer database are searched. Figure 1: Phone and Cell Phone number values in the customer database are searched If the rewards member search window does not appear in the […]
Personalize Paladin with your company name
Note: This feature applies to single-store versions of Paladin. The multi-store version already has this feature In Paladin, your company name appears on the top ribbon, clearly visible to your customers, cashier, and anyone using Paladin. Figure 1: Company name on Paladin’s top ribbon To change the company name: In Paladin, from the main menu, […]
Suspend credit card processing
Credit card processes that are in place usually work smoothly; but occasionally, you may need to suspend credit card processing to resolve an issue. If you find yourself in this situation, you can suspend credit card processing immediately with Disable Credit Card Processing. To suspend credit card processing: In Paladin, from the main menu, select […]
Part numbers and manager override notes on invoices and receipts
Get more control over what appears on sales invoices and receipts with the following two options: Show the item’s primary part number, regardless of what part number (primary or an alternate part number) was entered or scanned. Do not show the alternate part number. Prevent manager override notes from appearing. To turn on these options: […]
Stock on Hand and Shrinkage History record
To analyze and reconcile and item’s stock on hand (SOH) changes, you need to know the initial SOH value when the item was added to your inventory. In Paladin, the SOH history and Shrinkage history record an item’s SOH changes over time due to inventory counting and receiving. In Paladin’s Inventory module, when a new […]
Increase loyalty program enrollment
As a Paladin client, you have access to a variety of full-featured and easy-to-use rewards programs that integrate seamlessly with Paladin. Why is a customer loyalty program important? It’s simple: You’ll make more money. Loyalty programs foster good relationships with your best customers. According to Northwestern University’s Center for Retail Management, only about 15% of […]
Pharmacy: Simultaneous support for multiple Rx systems
Pharmacies that use more than one dispensing system gain greater efficiency and enhanced customer service with Paladin’s support for simultaneous multiple pharmacy integration. This powerful enhancement automates the exchange of customer and Rx information between multiple pharmacy systems and Paladin including customer rewards and address information. How it works When this feature is set up, […]
