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 […]
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, […]
