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 […]
Do It Best Rewards
This article provides instruction and information on the following: How to upload a file to Do It Best How to sign up a Do It Best Rewards customer Do It Best National Lookup How to redeem a Do It Best coupon How to upload a file to Do It Best On the client’s computer, […]
Credit cards and gift cards
This article provides instruction and information on the following: How to add a credit card on file on Ingenico all-in-one credit card devices How to create the credit card deposit report How to create the Voided Credit Card Transaction report How to look for a failed VOID caused by a canceled payment card transaction How […]
Ace Hardware: Exclude sale item purchases from suggested order calculations
Note: This change only applies to Ace Hardware stores that exclude sale item purchases from suggested order calculations in Paladin. This feature is recommended and must be set up in Paladin Configuration. Contact a Paladin TSR for assistance. With this feature set, when both a sale item and an associated promotional non-sale (trigger) item are […]
Pharmacy: Include pharmacy consult notes in an invoice
Pharmacy invoice notes are used to show whether or not a consultation was accepted or denied. By default, the note text appears as Customer was offered a consult. Note: If the checkout process is cancelled for a pharmacy item, then restarted and subsequently completed, the invoice will only display HIPPA, safety cap, or similar notes. […]
Create year-end reports
The Accounting Summary Report and the Inventory Valuation Summary Report are required for tax purposes. The results occur in real time, which means that they are only valid on the precise time and day that they were produced. If you miss the calendar year-end or fiscal year-end deadline for creating the reports, contact Paladin Customer […]
F4 Discount feature
This article provides instruction and information on the following: About F4 Discount How to set up the F4 Discount to respect the minimum margin by default How to apply the F4 Discount to respect the minimum margin How to apply the F4 discount to manually priced items on invoices by default How to apply the […]
Transactions
This article provides instruction and information on the following: Note: For information on transaction payment types, refer to: Transactions: Payment types. For information on stored transactions, refer to Stored transactions. How to process a transaction for services and repairs How to set up Alternate Part Number Found during an invoice transaction How to add a […]
Sales Tax Details Report
The Sales Tax Details report provides state, county, and city tax details by invoice line item and includes a tax summary with taxable and non-taxable sales totals. The report opens as an Excel worksheet and can be created for a period of up to 31 days. Figure 1 shows an example of the line items […]
Keyboard shortcuts in Paladin
This article provides instruction and information on the following: Press a button with a function key Open a module with the Alt key and a number Close any window or module with the escape (Esc) key Move between tabs with the Page Up and Page Down keys Open any menu item with the Alt key […]
