Requirements: Mobile2 applications
All Mobile2 applications can be used interchangeably and can have the same username and password. IMPORTANT: A Paladin technician must enable the applications for each store. The following applications can be set up on any mobile device that supports HTML5 and has a wireless invoice display feature: Mobile2Deliver Mobile2Show Mobile2Sig Notes: The mobile device must […]
Rounding schemes
This article provides instruction and information on the following: How to set up a rounding scheme How to apply a rounding scheme to an inventory item How to set up a rounding scheme for a supplier How to set up a rounding scheme With a rounding scheme, you can round up prices set by EDI, […]
Dump SKUs
A dump stock keeping unit (SKU) is created for the following reasons: As non-inventory that has no part number to reference As a roll-up SKU for bulk commodity items, like fasteners and bolts For new items that have not been added to the inventory system For store-issued coupons Rebates Consignments Example: If a new item […]
Reference margins
You can specify a reference margin to calculate the retail price of an item by using the market cost when an item is received by an EDI process or a manually-received purchase order. When you set a reference margin, you will maintain a constant margin on an item as the market cost fluctuates. For example, […]
Perform a nightly off-site backup
Because theft, computer failure, electrical outages, and natural disasters can occur, it is vital to protect your store by maintaining backup copies of your data. Paladin sets up your system so that Scheduled Tasks in Microsoft Windows™ can automatically generate a file on Terminal-1 and place a copy on Terminal-2. That way you have two […]
Pricing Plans
Note: Paladin can run many sale types. For guidance and training, contact Customer Support. Important: For multi-stores, you must enter the same supplier name for each store. If you do not do this, you will create multiple pricing plans and sale lists. For example, do not use these variations: Sunset, sunset, sunset1, sunset2, etc. Instead, […]
PaladinNsight™: Manual refresh option
You can refresh the PaladinNsight™ dashboard and tools in Paladin’s Inventory module by clicking F5 – Refresh. This is useful if you want to see the results of inventory changes you’ve made since you first opened the Inventory module in Paladin. Figure 1: F5 – Refresh for PaladinNsight™ dashboard
Export department list into Excel
You can export a list of department information into an Excel spreadsheet with the following columns: Department name Store # Store Dept Non-Taxable State Non-Taxable County Non-Taxable City Non-Taxable PO System Number-of-Days % Suggested Min Factor % Minimum Margin % To export the department list into an Excel file: In Paladin, from the main menu, […]
Add, remove, and update store logo image file
In Paladin, you can add, remove, and update a store logo image displayed on invoices/receipts, statements, and other documents. The following image file types are supported for store logo image files: PNG (.png) [recommended] GIF (.gif) TIF (.tif) Note: JPEG (.jpeg, jpg) files are no longer accepted for logo images. If your current logo was […]
True Value: Broken carton variable pricing
When True Value Tiered Pricing EDI files are processed, store retail prices are set to the “Suggested Retail” price for an item when the “Variable Retail Price” is zero. The item’s “Variable Pricing Method Code” is also added to the front of the Broken Carton field. When this code is present, new information displays on […]
PaladinNsight™: Set employee access to the dashboard
The PaladinNsight™ information gathering process begins when an employee with access to the PaladinNsight™ dashboard opens Paladin and enters the Inventory module for the first time. The process ends when the dashboard displays information. To ensure EDI processes run fast and efficiently, Paladin delays any EDI process while the PaladinNsight™ dashboard is performing its information […]
PaladinNsight™: Lost Opportunity Tool improvements for seasonal items and more
The PaladinNsight™ Lost Opportunity Tool excludes the following items from its out-of-stock item list: Seasonal items that are out-of-season. Items that have an open purchase order. In addition, when you click Excel Report to export a list out-of-stock items when a supplier is selected in the Lost Opportunity Viewer, the Excel spreadsheet contains the out-of-stock […]
Advanced Lookup
With Advanced Lookup, you can find, edit, or add the following information: Customer History Inventory Purchase Order All Name Account Number Address Phone Rewards Number Ace National Lookup (For Ace Hardware stores) Invoice Part Part + Customer Class Department Location Supplier Keyword Class Department Location Supplier Keyword This article provides instruction and information on the […]
Reports
Reports are listed in alphabetical order. Click on the title to open the KBA on that report. Note: Some of the reports are sections within KBAs. Links to these sections are on the beginning of the KBA. Report Title Accounting Detail Report Accounting Summary Report All Items Report Applied Credit History Report Bin Tag Information Report […]
View last 100 invoices
In Paladin, you can see a list of recent invoices (up to 100) for a terminal or customer and quickly reprint or email an invoice in the list. If you have a customer selected in Paladin’s Invoice/Quote module, you will see the invoices for that customer from all terminals. Otherwise, you will see the last […]
