Accounting Detail Report
To create an Accounting Detail report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Accounts Receivable > Accounting Reports. In the Report List pane, select Accounting Detail Report. In the Choose Report pane, click F12 Next. In the Accounting Detail Report window, in the Report Settings pane: […]
Overview: Wallace Integration
Consignments
Consignment is an arrangement in which goods are left with a third party to sell. The party that sells the goods receives a portion of the sale, either as a flat rate fee or commission. Selling through a consignment arrangement can be a low-commission, low-time-investment way of selling items. This article provides instruction and information […]
Overview: Buttery Integration
Signatures
This article provides instruction and information on the following: How to enable Signature required Specify a signer and PO number for all credit card purchases How to set up Paladin to optionally skip any required signature Skip signature dollar limit How to turn on the authorized signer options for all credit card purchases How to […]
Paladin Cloud: Attaching electronic files to a purchase order
Paladin provides the capability to create electronic files that can be attached to a purchase order (PO) and stored in the Paladin Cloud. This is done through scanning. This article provides instruction and information on the following: How to scan and attach documentation to a purchase order Find PO function to view and/or attach scanned […]
Saberis Special Order integration
Paladin has partnered with Saberis to integrate vendor quotation or order systems. SaberisConnect is our cloud-based integration solution for the lumber and building materials industry. Saberis counters one of the challenges that building materials suppliers face as they interact more with technology and digitally transform their software solutions and consolidate and integrate information from quotation […]
Paladin Mobile
Paladin Mobile takes point of service functionality from terminal to tablet anywhere an intranet/Internet connection is available – in-store or out in the field. This article provides instruction and information on the following: Setting up Paladin Mobile Navigating Paladin Mobile Sign out of Paladin Mobile Settings page Checkout Reports How to update the app Setting […]
Buttery EDI
This article provides the following instruction and information: How to send a purchase order to Buttery How to download and process Buttery 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 […]
Rental services
Paladin has a process for creating a rental agreement for any rental items. The process involves creating a customer account, then collecting a deposit that can be combined from the final transaction. Note: If the client’s store(s) have a substantial rental program, Paladin suggest they integrate with Point of Rental Essentials. The Paladin-Point of Rental […]
California 1 percent (1%) Lumber tax
This article provides instruction and information on setting up California 1 percent (1)% Lumber tax. Creating a department Assigning the department Assigning tax definitions Creating a department In Paladin, from the main menu, select File >Setup. Select the Dept tab. Under the ID and Name field, click New. In the Name box, enter LUMBER. Enter […]
Load a client’s logo onto a non-EMV Ingenico device
This article provides instruction and information on loading a client’s logo onto a non-EMV Ingneico credit card device. The reason these devices must be non-EMV is because Paladin is locked out of this capability by the 3rd party software, NETePay, required to process EMV payments. By default, the displayed logo is the Paladin logo, but […]
California Agriculture exemption tax
This article provides instruction and information on setting up California Agriculture exemption tax. Creating a department Assigning the department Assigning tax definitions Assign agriculture tax exemption to all qualifying clients Creating a department In Paladin, from the main menu, select File > Setup. Select the Dept tab. Under the ID and Name field, click New. […]
EDI: Sensitive pricing on inventory items
Sensitive is an EDI setting that modifies how pricing is applied during an EDI run Note: This is only applicable to the following EDI vendors: Ace (invoice and hotsheets) Do It Best (invoice only) True Value (invoice only) Normally, these vendors are configured to use 1 out of 3 price streams; so, if the supplier […]
Creating store-issued coupons
Clients not utilizing rewards programs, such as RepeatRewards, Rich Rewards, etc., can still take advantage of using coupons in Paladin by creating their own store-issued coupons. Store-issued coupons can: Drive customers to your business. Introduce your store to new shoppers. Entice existing customers to make unplanned purchases. Coax past customers to return to your business. […]
