Stored transactions
This article provides instruction and information on the following: Overview Stored Transactions notice How to create a Stored Transaction How to recall or delete a Stored Transaction How to suspend a Stored Transaction How to create a Stored Transaction report Overview In Paladin’s Invoice/Quote module, in the Store Transaction window, you can enable the following […]
Pharmacy: Complete pickup number option
When the following pharmacy configuration settings are selected, pharmacy invoice transaction data includes the complete pickup number when the data is uploaded to the pharmacy dispensing system: Enable Send Full Invoice Use only last 4 digits of pickup number Note: The customer receipt will only show the last 4 digits of the pickup number. To […]
Paladin Data Viewer: Export PO item info
You can export inventory data and purchase order information into Microsoft Excel for items in an open (confirmed) or saved (stored) purchase order. Note: You must have Microsoft Excel 2007 or later installed on your computer to complete these steps. To perform this: In Paladin, from the top menu, select Maintain > Data Viewer. In […]
Payment to a charge account: Check or money order
Note to accountants: Payments by check or money order do not require printed receipts. If you are processing large quantities of checks or money orders, you can save time by using Paladin’s Customers module. In Paladin, on the top ribbon, select the Customers module. On the bottom ribbon of the module, click F1 Advanced Lookup. In the Advanced […]
PAID BY invoice label
To set the PAID BY label to full-sheet invoices and paper tape receipts: In Paladin, from the main menu, select File > Setup. Select the Forms tab. In the Form Information pane, check Enable “PAID BY” label on forms. Click Save, then click Close.
Single item BOGO discount
Note: It is recommended to have a Paladin TSR help set up this feature. This article includes the procedure for setting up a Buy One Get One (BOGO) discount when only a single item is involved. In Paladin, from the main menu, select File > Setup. Select the Rewards tab. Select Ace Hardware from the Customer rewards […]
Salesperson Exception Report
When an employee manually discounts an item by clicking F4 Discount Item in Paladin’s Invoice/Quote module, the discounted price is included in the Salesperson Exception Report. The Salesperson Exception Report provides a list of all price overrides, manual discounts, and negative quantities sold during a specified time period and sorted by employee. To run the […]
Ace Rewards: Class level exclusion
Ace Hardware stores can exclude individual classes of inventory from participation in Ace Rewards points. Ace Rewards-enabled stores may activate this feature by: In Paladin, from the main menu, select File > Setup. Select the Class tab. In the Classes pane, highlight the class of your choice. Under Default Dept., check No Rewards. Click Save, […]
In-Store Pickup eComm coupons
Paladin provides the F5 Coupon payment tender option on the Invoice Checkout screen to support In-Store Pickup of merchandise purchased during an eCommerce shopping event. Many stores are participating in eCommerce shopping experiences and need a non-cash revenue source to record delivery of a product that was fully paid for during the eCommerce session. To […]
RepeatRewards set up
RepeatRewards is a third-party service that tracks customer data and issues redeemable coupons and sales. To set up RepeatRewards: Contact RepeatRewards Merchant Services by email (merchantservices@repeatrewards.com) and ask for the following information: Username Password Merchant ID Region ID Location ID In Paladin, from the main menu, select File > Setup. Select the Rewards tab. In […]
EMV facts and information
The article provides instruction and information on the following: EMV – Learning the Basics What is EMV? EMV – Learning the Basics EMV stands for EuroPay® MasterCard® Visa®, the three entities that originally worked together to create worldwide standards for chip cards to ensure global interoperability. EMV also has more members, including Discover®. EMV is […]
Multi-Store: Alternate Sales Report
Note: This feature is Multi-store only. Multi-store Paladin clients have available the Alternate Sales report that accompanies end-of-month customer accounts receivable statements. The Alternate Sales report focuses on customer accounts that were defined with Open Item accounting systems. A historic component of open item accounting is to display every unpaid invoice and unapplied credit regardless […]
Duplicate invoice PO number
Duplicate invoices can display Authorized Signer and PO Number on sales paid using a credit card. To enable the feature to allow collection of PO/Memo data and authorized signer matching on credit card sales: In Paladin, from the main menu, select File > Setup. Select the Credit Card tab. In the Signatures pane, check Enable […]
Email statements
This article provides instruction and information on the following: How to set up Paladin to send email statements How to email a statement Set Email delay How to print a message on emailed statements How to set company name in emailed statements Itemized Excel spreadsheet added to email statements How to turn off Excel attachments […]
Determining BOGO refund amounts
In Paladin, when an item that was part of a Buy One Get One (BOGO) sale is returned, the system returns a percentage of the retail price depending on the total amount of the discount. The following provide two examples: Buy 2 get 1 free: All items are the same price Buy 2 get 1 free: Items […]
