Create a sale sign
To create signs for a sale: In Paladin, from the main menu, select File > Setup. Select the Sale List tab. In the Sales pane, click New. Enter the name of your sale in the Name box. In the Sale Items pane, click New to add items to the sale. In the Part Number box, […]
Approval of uncommon inventory values
To reduce the occurrence of erroneous entries made to an inventory item’s Avg Cost and/or its stock on hand quantities, a Manager Approval window opens requesting Manager approval to save an item anytime a value greater than 10,000 is present in either field. You may still have numbers greater than 10,000 in these fields, but […]
Ace Rewards: Signing up new members
Stores participating in Ace Hardware’s Ace Rewards program can enroll new members from within Paladin. To create a new member in Paladin’s Invoice/Quote module (i.e., during a checkout event), you can enable the rewards prompt at the beginning of the transaction or at the end of the transaction by: In Paladin, from the main menu, […]
Return invoice refund
A return invoice can refund all payment types used on the original invoice. Important: Remember to enter a “-“ negative sign before the dollar amount of each payment type, or you will find the customer is due an even larger refund. For information on returned items, refer to the Return Items KBA. For clients using […]
Cancel back orders
Clients can mix purchase order receiving and cancellations of known back orders (B/O) within the same receiving event. Anyone utilizing purchase orders to non-EDI vendors will find this significant. To utilize this feature, check the Cancel B/O box at the far left edge of any PO line item (the column is labeled DEL). The automatically […]
Close an uncollectible account
To close an uncollectible account: In Paladin, on the top ribbon, select the Customers module. In the Customers tab, enter or select a customer account from the Customer list. Select the Balances tab and note the total amount owed by the customer. On the bottom ribbon of the tab, select F5 Account Payment. In the […]
Watcher Total Protection
Inventory loss due to shoplifting or employee theft (Retail shrinkage) costs the industry about $50 billion annually. Businesses can guard against loss at the cash register with Paladin and its integration with Watcher Total Protection. Paladin integrates with Watcher Total Protection to provide real-time transaction data that is overlaid onto the surveillance video of your […]
Multi-Store: Enable PO copy to other stores
A common function to many multi-store operations is to create a purchase order for one store and copy or duplicate the PO into other store’s pending purchase orders. In Paladin, purchase order creation is unchanged; you just need to set the Enable Copy PO To Other Stores function. If the feature has been enabled and […]
Pricing Level History Viewer
Purchase Order receiving events record Pricing Level History data after updating the underlying inventory item. This process assures margins displayed in the History Viewer are the same margins as displayed on the inventory item’s screen. To open the Pricing Level History window: In Paladin, on the top ribbon, select the Inventory module. On the bottom […]
PO Receive mode: Remember position control
Paladin’s PO Receive system has a “remember where I was” control. Should you leave PO Receive to work in another area, when you return, press Alt > 4 (hold Alt down and press the number 4). Your screen will automatically display your PO Receive event in progress and restore focus on the exact line and […]
Inventory: Quick glance
Frequently, during review of a PO, a quick glance at an item’s sales history or list of alternate suppliers is useful. To perform this, highlight any part number on your purchase order. Notice the grayed out F5 Mode PO button on the bottom ribbon is now replaced with a F5 Recall Inventory command. By pressing […]
Pharmacy: Prescription pick-up name confirmation
Pharmacists recognize the critical importance of providing the correct prescription to the correct person. Paladin provides a feature that adds an additional safety net to the already stringent controls utilized by pharmacies. Considering most pharmacies allow one family member to pick up medications for the entire family, your sales team is familiar with the invoice’s […]
Pharmacy: Controlled substance management
Some states have State-level regulations in place that require detailed information be collected on individuals picking up Class II through Class IV controlled substances. Should your business reside in one of these states, Paladin has a solution. All pharmaceutical dispensing systems that have bi-directional integration with Paladin may use the feature. Paladin requests and requires […]
