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 […]
Administrator password reset
Important: This procedure is only for stores that use TranSentry credit card processing. Otherwise, use the Admin Access employee permission level. For a list of employee permission levels, see Set employee permissions. The administrator password must be reset every 90 days. In Paladin, from the main menu, select File > Setup. Select the Employees tab. […]
Adding a product picture/image in Paladin
Notes: You must provide the product pictures/images that you want to insert. You can display pictures/images from your store so that they appear in the following Paladin modules: Invoice/Quote PO Inventory If you have a single image that includes multiple items, you can skip steps 1-5. Open a new Microsoft Word document. On the top […]
Credit Card Deposit Report
The Credit Card Deposit report shows customer names in the list of credit card purchases and displays credit card totals by card type (such as Visa or MasterCard) for purchases processed by Element Payment Services and BlockChyp. About the Credit Card Deposit report The Credit Card Deposit report gives you a list of all credit […]
BOGO percentage discount
With this type of sale, when customers buy one item at full price, they get an additional one at percentage off. To set up a Buy One Get One (BOGO) percentage discount: In Paladin, from the main menu, select File > Setup. Select the Sale List tab. In the Sales pane, click New. In the […]
