Pharmacy: Set bag checkout feature
To save time for a customer during checkout, you can use one barcode to scan all items as you put them in the bag(s) and have them simultaneously appear on the invoice. To set the bag checkout feature: In Paladin, from the main menu, select File > Setup. Select the Pharmacy tab. Check Enable Pharmacy […]
EDI
This article provides instruction and information on the following: EDI file system enhancements EDI Preview EDI processing tied to open purchase orders How to set EDI lock on unit of measure How to prevent EDI updates to specific items EDI processing safeguards Duplicate EDI invoice safeguard EDI processing protection during receiving View and analyze EDI […]
Export inventory data
Important: Before you start this process, create a backup of your data. Perform these procedures after store hours. Microsoft Excel must be 2007 or later. Note: Inventory data must be exported from Paladin and then imported into Microsoft Excel that is installed on the computer. The instructions for Microsoft Excel vary depending on the version […]
Triple E fuel system integration EDI
With Triple E Technologies integration, you can sell fuel at gas pumps that are outside of your store front. Triple E Technologies integration lets you manage your customers’ Triple E fuel purchases and the store’s fuel inventory all within Paladin. Powered by Paladin’s EDI feature, this integration does the following: Attaches Triple E invoices to […]
Create a department
To create a department: In Paladin, from the main menu, select File > Setup. Select the Dept tab. In the Departments pane, click New. In the Name box, enter the department name. In the Department label number box, assign an unused department ID. Optional: Select any of the following non-taxable options: Dept non-taxable State non-taxable County non-taxable City non-taxable Optional: Change the default values for […]
Ace Hardware: Set up Ace Rewards
This article provides instruction and information on the following, which should be done in the order presented: How to set up the Ace Rewards initialization process How to set up a Hotsheet for a new Ace Hardware store How to set when Hotsheets run How to set up Paladin How to set up Paladin to […]
Set up location system in your store
Important: A location code is a string of characters that represent a physical location in your store. There are many ways to set up a location system. We recommend that you talk to a Paladin Support representative before you begin this procedure. A location coding system allows stores to automate inventory management. Benefits to this […]
Orgill FanBuilder: Add or remove a store logo
When Orgill FanBuilder is set in Paladin Configuration, the Rewards Name Rewards window opens when Paladin’s Invoice/Quote module is opened. If you set a program name and load your logo image, the Rewards Name Rewards window will reflect those choices. Note: You can set when the Rewards window appears during the invoice process: In Paladin, […]
Ace Rewards: Updating Customer Information
When a customer with charge privileges is making a purchase, and the Ace Rewards Member Information Update window opens, the cashier can update the customer’s information. These updates are only sent to Ace Hardware and are not applied to the customer’s Paladin account. The Ace Rewards Member Information Update window opens when Ace Hardware detects […]
Multi-Store: Remote Special Orders
Note: This article is for multi-stores only. Note: Paladin’s best practice is only create special orders for the local store. In Paladin, from the main menu, select File > Setup. Select the Company tab. In the Special Orders pane, check Enable Multistore Special Order Functionality. Optional: Check Allow Special Orders to Create Customers Note: Each […]
Multi-Store: Recall quotes from another store and complete the purchase
Note: This feature only applies to multi-stores. This feature lets you recall, edit, and complete a quote that was created in a different store (remote quote). To access remote quotes: In Paladin, on the top ribbon, select the Invoice/Quote module. On the bottom ribbon of the module, click F6 Recall Transaction. In the Recall Transaction […]
Perform disk cleanup to prevent a Store Down emergency
When you open Paladin, it checks for available space on your local hard drive(s). If there is less than 10 GB (gigabytes) of space available, a warning message indicates that you have low disk space and tells you to open a Customer Support case to resolve the situation. Before you contact Customer Support, try this […]
Pharmacy: Set up NPLEx system
Important: Before a pharmacy can be converted, it must comply with state and federal laws for tracking pseudoephedrine (PSE) through the National Precursor Log Exchange (NPLEx). The pharmacy must go to Meth Check to register, acquire its two-year history of tracking pseudoephedrine (PSE) prescriptions, and provide that history to Paladin Data Corporation for use in Paladin […]
Set or clear the Obscure Inventory Item function
In Paladin’s Inventory module, if you enter or scan an inventory item part number that is not found in your active inventory, Paladin automatically looks for the item in the supplier’s all-item catalog (if the catalog is available and obscure inventory access is turned on). If the item is found, an Obscure Inventory Item window […]
Exchange alternate part number and primary part number
To exchange the alternate part number and primary part number: In Paladin. on the top ribbon, select the Inventory module. Do one of the following: In the Part # box, enter a part number. On the bottom ribbon, click Adv. Lookup to search for the part number. Write down the primary part number. Press Enter. […]
