Ace Rewards: Update member information
Important: This procedure will only work if you have 2D barcode scanners. Otherwise, you must manually update all personal information. To update Ace Rewards member information: In Paladin, on the top ribbon, select the Invoice/Quote module. In the Ace Rewards window, scan the customer’s current driver’s license with a 2D scanner or manually enter the information. […]
Invoice Margin Analysis Report adds department 999 (Unknown)
During EDI processing and other automated inventory updates, an item is placed in department 999 (Unknown) when a specific department is not defined. You can perform a margin analysis for items in department 999 (Unknown) in Paladin’s Invoice Margin Analysis Report. The Invoice Margin Analysis Report calculates the invoice profit and margin for items in […]
Customer types
Customer types let you categorize customers in Paladin. You can assign these types to your customer accounts in Paladin’s Customers module. Paladin provides a default set of customer types, and you can define your own (except for Ace Hardware stores, which must use the default set). Many reports provide business statistics by customer type, including […]
Ace Hardware: No-Rewards class feature
Note: This update only applies to Ace Hardware stores that use Ace Rewards. To set up a class to identify items that do not participate in Ace Rewards: In Paladin, from the main menu, select File > Setup. Select the Class tab. In the Classes pane, in the list of classes, highlight the class that […]
Ace Hardware EDI
This article provides instruction and information on the following: Overview: Ace EDI processing How to view pending price updates How to send a purchase order to Ace Hardware How to process Ace Hardware EDI invoices and delayed price updates in Paladin Ace Hotsheets and other EDI files process automatically overnight Multi-store: How to set Ace […]
Define an item as non-inventory
Non-inventory items are not tangible products; so, there is no corresponding stock on hand (SOH). A non-inventory item is often used to create a dump SKU or to represent a group of items sold together in a kit. When a non-inventory item is sold or returned, the SOH will be set to zero and recorded […]
Repeat Rewards: Assign rewards number to a customer account
To assign a rewards number to a customer account: In Paladin, on the top ribbon, select the Customers module. Enter or select a customer account in the Customer list. Click the Electronic tab. In the Alternate Customer IDs pane, click Edit ID Data. In the Alternate ID Manager window, in the Enter Alt ID box, enter […]
Data Viewer: PO inventory
In the Paladin, you can view and export inventory information about purchase order items into an Excel spreadsheet. To set this: In Paladin, from the top menu, select Maintain > Data Viewer. Select the Purchase Orders tab. In the Type list, select the type of purchase order you want to view or export […]
Microsoft Access Template: Barcodes not appearing on a full sheet of bin tags or shelf tags
The procedures in this article must be done in the following order: Download an MS Access Template and install font files Test bin tag barcode functionality Test shelf tag barcode functionality Download an MS Access Template and install font files Note: If you have already downloaded MS Access Template, begin at step 3. In Paladin, from […]
Set up options for deleted inventory items at checkout
You can set up one of the following options to occur when a deleted item is scanned or added manually to an invoice: Auto Restore Prompt for Restore Part Number Not Found (the default) In Paladin, from the main menu, select File > Setup. Select the Invoice (Store) tab. In the Invoice pane, in the […]
PaladinNsight™: How to manually refresh the dashboard and tools
When you refresh the PaladinNsight™ dashboard and its tools, you will see the results of inventory changes made since you first opened the Inventory module in Paladin. To manually refresh the PaladinNsight™ dashboard and tools: In Paladin, on the top ribbon, select the Inventory module. In the PaladinNsight pane, click F5 – Refresh. Figure 1: […]
Set duplicate invoices to print on a receipt printer
Note: You must be a manager or a higher position to change this setting. To set up duplicate invoices to print on a receipt printer: In Paladin, from the main menu, select File > Setup. Select the Invoice (Store) tab. In the Invoice pane, check Use Receipt Printer for Invoice Reprint. Click Save, then click […]
Footage Calculators
This article provides instruction and information on the following: Overview How to access the Footage Calculator How to access the Square Footage Calculator: How to calculate the total footage (quantity in feet) for invoice items of multiple lengths How to calculate the total square footage (quantity in square feet) for invoice items of multiple dimensions […]
Invoice/Quote module: Display Description 2
When you add an item to an invoice, Paladin can display the inventory item’s Description 2 text (from the Inventory module) in the Description box. Figure 1: Inventory module Description 2/Invoice/Quote module showing description of item This lets a salesperson view the description while they are creating the invoice. Description 2 text is always printed […]
Store credit
This article provides instruction and information on the following: About store credit How to apply a store credit balance to a purchase How to turn off the store credit balance message About store credit A store credit represents money that a customer can spend in your store. The credit can be from a returned item, […]
