Multi-store: Primary, Backup, and Remote servers
When you start Paladin on a terminal in a multi-store environment, the terminal’s primary and backup database server settings are automatically synced with storewide defaults. This safeguard prevents a terminal from connecting to an incorrect server and eliminates potential costly troubleshooting. If a terminal, such as the backup server, requires custom primary and backup database […]
Cencora (formerly Amerisource Bergen) EDI
This article includes procedures to be performed in the following order: How to send a purchase order and download an acknowledgement file How to receive Invoice 810 files How to receive Price Change 832 files How to receive Acknowledgement 855 files Note: After successfully downloading EDI, follow the steps in the following KBA to generate […]
Associated Food Services EDI
This article provides instruction and information on the following: How to set up the Associated Food Services Store link How to download and process the invoice file in Paladin How to download the Price Change file from Associated Food Services How to process the Price Change file in Paladin Note: After successfully downloading EDI, follow […]
How to set up a shopping bag fee
To encourage customers to bring their own reusable bags, some cities, counties, and states are implementing a tax or fee on each paper bag and plastic bag that is requested at checkout. Stores that are using Paladin must be set up to charge a fee for each bag and show the total amount of fees […]
Customer messages
In Paladin, you can create messages for many purposes, including the following: Upsell products and services Broadcast upcoming events for your store or community Show support for local charities Promote in-store loyalty program Send customers to a webstore or social media sites Protect your company from liability issues by providing information, including the following: Legal […]
Invoice Cancelled Report
Paladin keeps a history of invoices that are cancelled during checkout before a receipt is printed. This cancelled invoice information is available as a report that opens in Microsoft Excel. Figure 1 shows a sample report. Figure 1: Invoice Cancelled report information Note: To create this report, Microsoft Excel 2007 or later must be installed […]
Determine if item is a closeout item
To determine if an item is a closeout item: In Paladin, on the top ribbon, select the Inventory module. Enter an item part number in the Part # box. Press Enter. Click the Order Control tab. In the Stock Information pane, the item is a closeout item if at least one of these conditions is […]
Invoice Margin Analysis Report
The Invoice Margin Analysis Report calculates the invoice profit and margin for items in a specified department, primary supplier, location, or class. Report results are displayed by invoice in an Excel spreadsheet. In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need To […]
All Items Report
Note: This report can only be created in PDF format. It will look similar to the format of the Suggested Order Report. In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > Purchase Order. In the Report List pane, select Suggested Order Report. In the Choose Report pane, click F12 Next. In the Suggested […]
House Hasson EDI
This article provides instruction and information on the following: How to send a purchase order to House Hassen How to process House Hasson EDI files in Paladin 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 […]
Automatic Print Later flag
The Print Later flag for inventory items identifies when items need a new bin tag. You can view or set this flag for any inventory item in Paladin’s Inventory module > General tab > Item Information pane. Figure 1: Inventory module/General tab/Print Later checkbox The Print Later flag can also be set automatically when a […]
Worldpay gift cards
This article provides instruction and information on the following: Gift card setting How to set up Worldpay gift cards How to set up Worldpay gift cards for EMV How to process Worldpay gift cards for EMV How to start a Worldpay gift card SKU How to load or reload a Worldpay gift card How to […]
Flex cards
This article provides instruction and information on the following: Background information How to process a Flex card that is swiped How to process a Flex card that is manually entered Returns to FSA accounts How to add a new Flex card to store on file How to process a Flex card that is stored on […]
Export an employee list into an Excel spreadsheet
You can export employee information into a Microsoft Excel spreadsheet with the following column headers: First name Last name ID Active Figure 1: Employee list Column headers Note: You must have Microsoft Excel 2007 or later installed on your computer. To export the employee list into an Excel spreadsheet: In Paladin, from the main menu, […]
Export a department list into an Excel spreadsheet
You can export a list of departmental information into an Excel spreadsheet with the following column headers: ID Name Store # Store Name Dept Non-Taxable State Non-Taxable County Non-Taxable City Non-Taxable PO System Number-of-Days % Suggested Min Factor % Minimum Margin % Note: You must have Microsoft Excel 2007 or later installed on your computer. […]
