On hold transactions retain original prices
Paladin always shows the original item price when you recall an on hold transaction. To put items on hold: In Paladin, on the top ribbon, select the Invoice/Quote module. Add items to an invoice. Click F6 Store Transaction, On the top of the Store Transaction window, enable On Hold. In the Name box, enter a […]
Create Sale signs in the Inventory module
Note: To view samples of sign styles and sign sizes, refer to the LTSR catalog. To create a sale sign in the Inventory module In Paladin, on the top ribbon, select the Inventory module. Enter or scan the barcode of the part number for the sale sign that you want. Press Enter. Open the General […]
Prompt Payment discount
Prompt payment discounts encourage customers to pay their bill on time and increases customer satisfaction. Paladin’s Prompt Payment setting lets you set the date each month when prompt payment discounts are no longer accepted. For example, if you set this date to 15, prompt payment discounts will only be accepted if the customer pays their […]
System requirements for Paladin Point of Sale
View Paladin software and hardware requirements.
Transaction Report – Excel
Up to 31 days of transaction data can be viewed in an Excel spreadsheet with the Transaction Report – Excel report option. If you want to analyze, sort, or filter transaction data, this report is designed for you. This article provides instruction and information on the following: Set up Report values (columns) Schedule a Transaction […]
Customer purchase history – Excel
To view and analyze a customer’s purchase history (and account payment history for your charge customers) in Excel, Paladin has two report options. Report Detail Report Summary Instructions on viewing these reports are provided in: How to view Report Summary and Report Details Report Detail This option gives line item details for each item purchased […]
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 […]
