Do It Best: Break Pack Threshold/Order Multiple
Do It Best (DIB) stores can define a dollar value in the Break Pack Threshold $ field. Paladin will always pick the largest order multiple that will not exceed the Break Pack Threshold value. With this, our suggestion is to be quite conservative with the value chosen for your store. We suggest a value between […]
Add multiple customer email addresses
In Paladin, you can add multiple customer email addresses. To add email addresses: In Paladin, from the top ribbon, select the Customers module. Enter or select a customer account in the Customer box. In the Contact Information pane, click in the E-mail: box. In the Email Manager window, enter an email address in the Enter […]
Do It Best: Electronic coupons
Paladin supports and automatically processes the Do It Best (DIB) family of dollar off coupons. The data to drive this customer-friendly program is transmitted to your store inside the existing file maintenance download files. As each coupon is reviewed and processed, the “retail” price of each coupon is set to a negative value. This allows […]
Accounts receivable update from credit purchase orders
A credit purchase order (PO) is an instrument that removes inventory from your store and shows it as money the “supplier” owes you. In Paladin, all credit balance POs create a NON-REVENUE invoice and charge the credit PO balance to your accounts receivable system. This increases accounts receivable WITHOUT increasing reported revenue. Statements may be […]
View Qty On Order
To view quantities on order or cancel backorders: In Paladin, on the top ribbon, select the Inventory module. Click the magnifying glass next to On Order:. A display is presented on every order event (purchase orders), providing the PO #, Vendor #, Vendor, PO Date, Qty Ordered, Qty Received, Qty Backordered (Qty B/O), Cost, and […]
Dump SKU margin protection
Paladin’s Invoice Margin Analysis report helps stores identify holes in their margin reporting. The most common issue involves dump SKU part numbers (and Kit Trigger items) that have no Avg Cost and no Ref Margin. Remember that inventory items will be considered a dump SKU if Avg Cost is zero. When this happens, the Ref […]
Alt commands to open modules
Paladin’s modules, displayed on the top ribbon, respond to keyboard commands. These modules display a single digit number inside a circle in the top right corner of each icon. Press and hold the alt key while typing the displayed number to access that module. Figure 1: Alt commands Note: If you use the computer’s ten […]
Ace Hardware: Override Instant Savings Taxable Value
Ace Hardware’s Instant Savings integration was originally built to allow sales tax to be calculated on the item’s original price, not the final Instant Savings price. While this is correct for most states, we have found some states allow reduced sales tax to be collected in some instances, such as Instant Savings. Should your store […]
Report Detailing Contents of Store Transactions and POs
To access the report detailing contents of Store Transactions and POs: In Paladin, from the top ribbon, select the Invoice/Quote module. On the bottom ribbon, select F6 Recall Transaction. In the Recall Transaction window, enable one of the following transaction types: Suspended Sale Quote – Order Kit Special Order On Hold Delivery You can also […]
History Viewer Report options
Most magnifying glass icons in Paladin, when clicked, open a History window of the item they are connected with. For example, if in the Inventory module, on the Inventory tab, the magnifying glass next to Sales Figures, when clicked, opens the Recent Sales History window. Depending on the history window opened, buttons are named, that […]
Disable Auto-Combine of rows in an invoice/quote
By default, Paladin auto-combines identical inventory items into a single line on the customer’s invoice or quote. To turn this feature off: In Paladin, from the main menu, select File > Setup. Select the Invoice (Store) tab. Check Disable Auto-Combining of Rows. Note: This is not available if Ace Rewards is enabled. Click Save, then […]
Invoice Margin Analysis Report
This article provides instruction on creating an Invoice Margin Analysis report. To create the report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need To Know. In the Report List pane, select Invoice Margin Analysis Report. In the Choose Report pane, click […]
Received POs Reports
This article provides instruction on generating reports of received purchase orders (and totals) based on selection criteria. To perform this: In Paladin, on the top ribbon, select the PO module. Toggle F5 Mode PO to F5 Mode Receive. On the bottom ribbon of the Receive PO tab, select F6 Find PO. In the Find PO […]
Setting replacement part numbers
Many times a replacement part number will utilize the same barcode as the discontinued item. In Paladin, all references to an inventory item must be guaranteed unique, meaning a barcode cannot be shared between two inventory records. To remove the current bar code from an old item and placing it in the new record: In […]
Calculating and setting Inventory/Stock need value
To understand the difference between items that sell frequently versus items with sporadic sales opportunities (frequent sales vs seasonal), Paladin has set a default value of 15%, meaning items that sold in less than 15% of the weeks in a year (8 weeks) should be considered sporadic sales opportunities and should be stocked at a […]
