Ace Rewards: New member customer type list
In Paladin’s Invoice/Quote module, when you sign up a new Ace Rewards member, a list of Ace customer types opens, and you must select one. Note: Although not highlighted or showing a red asterisk beside the list, this step is not optional. You must assign a customer type. Note: The customer types for Ace stores […]
Alternate part number safeguard: Obscure inventory items
Alternate part numbers let you maintain a single inventory item in Paladin when you buy that item from multiple suppliers. During invoicing, an item can be retrieved by any of its part numbers, primary or alternate. To help protect you from associating unlike items when you manually add alternate part numbers, there is a safeguard. […]
Order Manager: Turn quotes into orders
When a quote becomes an order, the item quantities and prices are fixed. This ensures that a customer always receives the quoted price for an order item, but that this price is only good for the quoted amount. If additional amounts of an order item (beyond the quoted quantity) are added to an invoice at […]
Round up for charity
This article provides instruction and information on the following: About Round up for charity How to set up the Round up for charity feature How to add charities How to select the charities that appear at checkout How to use the Round up for charity feature to collect donations Charitable contribution totals in the Comparative […]
Automated Check Handling
With Automated Check Handling (ACH), clients can save time and seamlessly process checks with electronic bank account deposits. When a customer pays by check, this time-saving feature transfers the transaction amount overnight using the customer’s bank account information on file or check information entered at checkout. During invoicing, if a customer is selected, check information […]
United Hardware: Market Promo ordering system
Note: This feature only applies to stores that use United Hardware as an EDI supplier. This article provides instruction and information on the following: Overview United Hardware Market Promo ordering system Overview The United Hardware Market Promo ordering system condenses the large comprehensive United Hardware Market Promo price list into a short summary, customized for the […]
Receiving Report
The Receiving report provides information about non-sale events that affect your inventory stock on hand (SOH), such as EDI and manual receiving. When you run the report, you can choose which non-sale events to include (see table below). By default, the Receiving report only shows information about items on received purchase orders. To create a […]
Bin Tag Information File Report
To create the Bin Tag Information File report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, click Inventory > Labels. In the Report List pane, click Bin Tag Information File. In the Choose Report pane, click F12 Next. In the Settings pane, specify the inventory that you want […]
Shrinkage Report
The Shrinkage Report shows a list of all manual stock-on-hand (SOH) updates that are not related to sales. You can use this report to find deleted and discontinued items. To create the Shrinkage Report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > Performance Analysis. In […]
Inventory Master Report
The Inventory Master report provides active inventory details including price, margin, stock on hand (SOH), and inventory sales totals for any supplier. To create the Inventory Master report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > General. In the Report List pane, select Master Report. […]
BOGO dollars-off sales
To set up Buy One Get One (BOGO) dollars-off sales: In Paladin, from the main menu, select File > Setup. Select the Sale List tab. In the Sales pane click New. In the Name box, enter a name for the BOGO sale. In the ID box, enter a unique identification for the sale. In the Source box, nothing is required. Select […]
OKI Microline 320 Turbo/N dot matrix printer
Paladin provides full-sheet printer support for OKI Microline 320 Turbo/N dot matrix printers. You can use these printers, in addition to the laser printer, for invoices and quotes. If you have two OKI Microline 320 Turbo/N dot matrix printers, you can assign one printer to invoices and the other to quotes. When this feature is […]
Accounts Receivable: Manage supplier returns
This article provides instruction and information on the following: Overview Set up supplier return management using accounts receivable and replacement purchase orders Create an accounts receivable entry for a supplier return Process a replacement purchase order and automatically adjust the supplier A/R account Credit the supplier account for a monetary reimbursement Overview The supplier return […]
RF Units
The following provides instruction and information on RF units: Setup: How to set employee RF unit access How to assign RF printers How to hide retail in a PO on RF terminal How to enable Inbound Receiving for the RF Unit How to set up bin tags and shelf tags on a dedicated printer with […]
Paladin’s Knowledge Base library
In Paladin’s Help Portal (https://portal.paladinpos.com), the Knowledge Base library provides articles (KBAs) on all of Paladin’s features and functions. Most articles are “Public” facing, but there are also “Internal” articles for Paladin support only. If you are looking for information and cannot find a KBA, contact Paladin support for their assistance. To search the Knowledge […]
