Purchase Orders

About, Knowledge Base, Purchase Orders

This article provides instruction and information on the following: How to create a manual purchase order How to receive a manual purchase order How to create a negative purchase order How to receive a negative purchase order How to merge stored purchase orders How to resend a purchase order to the supplier How to create […]

Item tags

About, Inventory, Knowledge Base, Process, Setup

Paladin provides four tag types: Bin tags Shelve tags Barbell tags Item tags Although similar, each has its own characteristic. This article is strictly for item tags. To view item tags provided by Paladin, refer to the LTSR catalog. To be distinct, Item tags measure 1 inch-by-1 inch and have an adhesive back. This article […]

Bin tags and shelf tags

About, Knowledge Base, Process, Setup

Important: Bin tag 52 is now available to meet the Cash Discounting laws in New York. As of 01/01/2024, New York now requires stores that are passing credit card fees onto card holders to post both the price for paying with cash and the price for paying with a credit card on their bin tags. […]

Printing receipts

About, Invoice/Quote, Knowledge Base, Process, Setup

This article provides instruction and information on the following: How to set up custom text on your receipts How to print a receipt from the Invoice Report How to print a receipt with a known part number How to print a receipt with a known customer name How to find and print a receipt without […]

Payment Management

About, Customers, Invoice/Quote, Knowledge Base, Process, Setup

This article provides instruction and information on the following: How to apply a payment to an invoice How to view all payment charges and credits to an account or project How to view Applied Credit History How to correct a payment that was mistakenly applied to an invoice How to apply a payment to an […]

Mobile2Deliver: Viewing deliveries on a tablet or applet

Knowledge Base, Mobile Services

To view deliveries on a tablet or applet: Tap the applet or go to https://mobile2.paladinpos.com/ Tap MOBILE2DELIVER. In the Platforms box, tap web. Enter your Email and Password credentials, then tap Login. Select the store. Select specific Trucks or All Trucks. You will see a list of deliveries for each Truck and Date. Select the […]

Kits

About, Inventory, Knowledge Base

This article provides instruction and information on the following: How to set up the Kit feature How to add items to a Kit How to enable hiding Kit components How to set up a trigger item Edit Kit items: Rename or delete How to sell a Kit How to create a Stored Kits report How […]

Comparative Revenue Report

Knowledge Base, Process, Reports, Setup, Taxes

This article provides instruction and information on the following: How to create a Comparative Revenue report Information about the Sales Tax Detail section of the Comparative Revenue report How to set Comparative Revenue report export How to set up department groups for the Comparative Revenue report Note: Refer to the following for detailed instruction on […]

Customer Transaction Details Report

Knowledge Base, Process, Reports, Setup

To create the Customer Transaction Details Report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need to Know. In the Report List pane, select Transaction Report. In the Choose Report pane, click F12 Next. In the Transaction Report window, in the Report […]

Transaction Details Report for In-Store Pickup purchases

Knowledge Base, Reports, Setup

To create the Transaction Details Report for In-Store Pickup purchases: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need to Know. In the Report List pane, select Transaction Report In the Choose Report pane, click F12 Next. In the Transaction Report window, […]

Ace gift cards

About, Ace Hardware, Invoice/Quote, Knowledge Base, Process, Setup

This article contains information and instruction on the following: How to sell an Ace gift card How to redeem an Ace gift card How to check an Ace gift card balance How to reload Ace gift cards How to return Ace gift card funds after activation How to sell an Ace gift card In Paladin, […]