True Value EDI
This article provides instruction and information on the following: How to send the Purchase Order to True Value How to receive an EDI file from True Value How to receive True Value Promotions True Value EDI enhancements Note: After successfully downloading EDI, follow the steps in the following KBA to generate your bin tags or […]
Export Class, Location, and Supplier lists to Excel
In Paladin, you can export to Excel names and IDs of classes, locations, and suppliers. In Paladin, from the main menu, select File > Setup. Click the tab with the data list you want to export: To export a list of classes, click the Class tab. To export a list of locations, click the Loc […]
Net pricing on inventory items
You can prevent an inventory item from being automatically discounted by setting the Net pricing rule on the Pricing tab in Paladin’s Inventory module. Figure 1: Paladin Inventory module/Pricing tab/Net checkbox To apply the Net pricing rule to an inventory item: In Paladin, on the top ribbon, select the Inventory module. Enter a part number […]
Cancel a Paladin subscription
Paladin Data Corporation will accept a cancellation request that is in writing and provides a 30-day notice. To cancel your subscription, save your data (see the Important Considerations section below), then send an email to billing@paladinpos.com with: Store name Store city and state Reason for cancellation Note: Be sure to include an email address where Paladin […]
Ordering supplies from Paladin
When you need store supplies, you can find them in the Paladin Store, accessible directly from the Help menu inside Paladin. From paper to pre-configured and fully-tested computers and hardware that are certified to work with Paladin, we have what you need. And, most items are ready to ship as soon as we receive your […]
Invoice/Quote options for handling inactive/deleted items
A Paladin Configuration setting lets you choose how inactive (deleted) inventory items are handled when they are scanned or manually-entered in Paladin’s Invoice/Quote module. Note: “Deleted” items are not “deleted.” They are “inactive” and can be restored/activated if needed. To set up deleted (inactive) inventory items in the Invoice/Quote module: In Paladin, from the main […]
Generate bin tags when mfg part numbers change
Note: Ace Hardware EDI processing generates bin tags when the manufacturer part number changes. To generate a new bin tag when an item’s manufacturer part number is changed by an EDI process: In Paladin, from the main menu, select File > Setup. Select the Company tab. In the Tag Styles pane, under Reprint Tag When […]
Services and repairs
This article provides instruction and information on the following: How to create a quote for services and repairs How to enter a deposit for services and repairs How to add parts and labor to a quote How to process a transaction for services and repairs How to create a quote for services and repairs Note: […]
Description 3 item option
In Paladin’s Inventory module, you can enter a third inventory item description in the Description 3 text box. This text is an extension of the existing Desc 1 and Desc 2 item descriptions. This text box is located on the General tab at the bottom of the Item Information pane and accepts up to 255 […]
Ace Rewards: Customer types
You can assign the following types (Figure 1) to your customer accounts in Paladin’s Customers module, and they will then be included in your nightly Ace upload data. Note: Ace Rewards customer types cannot be edited or removed and appear in Paladin’s Customers module and Invoice/Quote module when signing up a new Ace Rewards member. […]
Multi-store: Data archiving
Multi-store databases accumulate large quantities of data. Over time, this data will slow down your Paladin system. To ensure that your store runs efficiently, Paladin archives data that has a low likelihood of needing to be recalled. Data that is required to run a store is never archived. Setting up data archiving Note: Data archiving […]
Supplier ratios
When items are received, Paladin uses supplier ratio to calculate an item’s stock on hand (SOH), cost, and retail price. It is also used to order the correct quantity from a supplier. A supplier ratio, or a reverse supplier ratio, is required when you buy items from your supplier in different quantities, sizes, or dimensions […]
Cardinal Health EDI
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 sheet bin tags or shelf tags This article provides instruction and information on the following: How to set the default margin for new EDI items How to […]
Margin Master
Important: In a multi-store, Margin Master must not be used to import/export inventory price updates to the Corporate (0) location. Note: Margin Master and Data Imports will update all pricing levels if they had a negative margin set up and the first pricing level changes. This article contains instruction and information on the following: Margin […]
Suspended sales
This article provides instruction and information on the following: How to create a suspended sale How to recall a suspended sale How to delete a suspended sale How to create a suspended sale Note: You can only store one suspended sale on a terminal. When you create another suspended sale, it will overwrite the previous […]
