Edit Supplier information
To edit Supplier information: In Paladin, on the top ribbon, select the Inventory module. Enter the part number in the Part # box, then press Enter. Select the Order Control tab. In the Suppliers pane, click in a Supplier field or an Order # field. In the Edit Suppliers window, select a supplier from the […]
Multi-Store: Store Zero (0) parameters
Note: This KBA is for multi-stores only. Paladin maintains a master copy of all inventory items. Paladin maintains this data as belonging to Store 0. Anytime there is a change in physical locations to the Corporate location, data is stored for Store 0. For a multi-store client, each store maintains a significant amount of store-specific […]
Employee access to Customer portal
There are instances where cashiers and customer service personnel have not been provided with your store’s access credentials to use the Paladin Customer Portal on www.paladinpointofsale.com. The customer portal has several valuable tools that can benefit every member of your staff. Employees can watch training videos, research a how-to issue from our knowledge base, or […]
Multi-Store: RF unit limited to local store
Note: This article is for multi-stores only. All RF units automatically disconnect if a user on the RF hosting terminal logs into another store. While the hosting terminal is connected to a distant store, the F8 RF Unit button is grayed out.
Watermark style line numbers
Watermark style line numbers are displayed on Paladin’s Invoice/Quotes and Purchase Orders. The same style line numbers are on the invoice screen and the PO Receive screen. With this, when the screen displays a message, such as combined with line 3, it is easy to find line 3 should you have reason to review the […]
Override supplier specific part numbers
Paladin is designed to accommodate unique supplier order numbers for each of the suppliers identified with a particular inventory item. Paladin has a feature that overrides the supplier specific order number system. If enabled, this feature presents the manufacturer’s part number as the supplier order number on all POs regardless of the supplier or the […]
Disable automatic PO printing
If you send more purchase orders by EDI and email than by fax, you can disable automatic printing of purchase orders (POs). You still have the option to print (and reprint) your PO, but with this option, you must select a print option from the PO Complete window (the same window used to email your […]
Undo PO Receive
Occasionally, a PO is received in error (such as receiving a PO that created an EDI invoice), and the easiest method of cleaning up the error is to undo the quantity added to stock on hand. To use this feature: In Paladin, on the top ribbon, select the PO module. On the bottom ribbon of […]
Multi-Store: Single item transfer credit PO
Note: This KBA is only for use with a multi-store client. Note: The single item transfer system is no longer automated. If this feature is enabled, the invoice and inventory screen transfer functions will no longer deduct the transferred quantity from the supplying store. Instead, a credit PO is created in the requesting supply store […]
Supplier search feature
Paladin’s Supplier search feature assists in finding a supplier of choice. To use this feature: In Paladin, from the main menu, select File > Setup. Select the Supplier tab. In the Suppliers pane, click in the ID|Name listing. This provides a list of suppliers organized by name. In the box between Export and Find, enter […]
Resolve Part Number not Found
This feature allows a store’s employees to capture and add unknown barcodes in Paladin. When a barcode/part number is scanned that doesn’t exist in the Enterprise-wide database, a message is displayed stating Part Number Not Found, and allows employees to enter another number to resolve the issue. If the new number is found in the […]
Employee access to Daily Balancing reports
This feature limits which Sales Analysis reports are available to employees. To give access to the Daily Balancing reports: In Paladin, from the main menu, select File > Setup. Select the Employees tab. In the Access Levels pane, check Reports, then check Daily Balance Reports Only. Click Save, then click Close. Note: By only checking […]
Full sheet invoice shading option
Full sheet invoices feature the option to disable alternate line shading. While the shading helps readability onscreen and a freshly printed copy, both faxing and photocopying have difficulty reproducing the shading correctly. To turn off shading on full sheet invoices: In Paladin, from the main menu, select File > Setup. Select the Forms tab. In […]
Enable receipt text
As an expansion of inventory’s Auto Text feature, rather than allowing a unique message per inventory item, receipt text is a single four line message that appears on the customer’s receipt (when triggered). Figure 1: Receipt text To enable this feature: In Paladin, from the main menu, select File > Setup. Select the Company tab. […]
Disable automatic receipt at checkout
If a client does not require automatic generation of a printed receipt with every sale, they can disable this feature inside Paladin. In Paladin, from the main menu, select File > Setup. Select the Invoice (Store) tab. Check Disable Automatic Receipt at Checkout. Click Save, then click Close. The Payment wizard displays the Do you […]
