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 […]
Defective items
This article provides instruction and information on the following: How to mark a returned item as defective How to mark an exchanged item as defective How to create the Defective Parts Report and remove the items from inventory How to mark a returned item as defective Note: If you or a customer find a defective […]
Export employee list into Excel
You can export employee information into a Microsoft Excel spreadsheet with the following columns: First name Last name ID Active status Figure 1: Excel spreadsheet columns To export the employee list into an Excel file: In Paladin, from the main menu, select File > Setup. Select the Employees tab. Below the list of employees, click […]
Negative on-hold quantities
Note: Paladin recommends that the negative on-hold feature be used cautiously. You can put an item on hold that has a zero or negative stock-on-hand (SOH) value. While this feature may be useful in certain situations, putting a negative quantity of an item on-hold increases your SOH and can make an item appear in stock […]
Set employee permissions
This article describes how to set up an employee with specified permissions to Paladin features and data. In Paladin, from the main menu, select File > Setup. Select the Employees tab. In the Employees list field, select the employee from the list or click New to add an employee. If you want the employee to […]
