Ace Rewards: Converting House Accounts and assigning 198 numbers
This article provides instruction and information on: Converting House Accounts to Ace Rewards Assigning 198 numbers Note: For overall information on Ace Rewards setup, refer to: Ace Hardware: How to set up Ace Rewards Converting House Accounts to Ace Rewards House Accounts are for customers who can charge at the store level and carry a […]
Equinox Luxe 8500i: Manually enter a credit card number
To manually enter a credit card number using the Equinox Luxe 8500i: In Paladin, on the top ribbon, select the Invoice/Quote module. Optional: Enter or select a customer account in the Customer list, then press Enter. Enter a part number in the Part Number box.. Press Enter. Press F8 Checkout. In the Checkout tab, select […]
Apply Service Charge prior to month-end statements
If you want to apply service charges prior to month-end statements: In Paladin, from the main menu, select File > Setup. Select the Receivables tab. At the end of the Statements pane, check Apply Service Charge Manually. Click Save, then click Close. From the top menu, select Maintain > Data Viewer. Select the A/R Service […]
Set up a Store Use customer account
A Store Use customer account allows you to: Track products you are pulling off the shelf to use in the store. Correctly reduce the stock on hand (SOH) quantities of the products you are pulling off the shelf. Track which employee is pulling these items off the shelf. Ring out these items at cost instead […]
Invoice Payment History Report
To run an Invoice Payment History Report: In Paladin, on the top ribbon, select the Customers module. Enter or select a customer account from the Customer list. On the bottom ribbon of the module, select F6 Payment Management. In the Payment Management window, in the Charge Invoices pane, there are three options: All Applied Open […]
Applied Credit History Report
To run an Applied Credit History Report: In Paladin, on the top ribbon, select the Customers module. Enter or select a customer account from the Customer list. On the bottom ribbon of the module, select F6 Payment Management. In the Payment Management window, in the Charge Invoices pane, there are three options: All Applied Open […]
Accounting Detail Report
To create an Accounting Detail report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Accounts Receivable > Accounting Reports. In the Report List pane, select Accounting Detail Report. In the Choose Report pane, click F12 Next. In the Accounting Detail Report window, in the Report Settings pane: […]
Overview: Wallace Integration
Consignments
Consignment is an arrangement in which goods are left with a third party to sell. The party that sells the goods receives a portion of the sale, either as a flat rate fee or commission. Selling through a consignment arrangement can be a low-commission, low-time-investment way of selling items. This article provides instruction and information […]
Overview: Buttery Integration
Signatures
This article provides instruction and information on the following: How to enable Signature required Specify a signer and PO number for all credit card purchases How to set up Paladin to optionally skip any required signature Skip signature dollar limit How to turn on the authorized signer options for all credit card purchases How to […]
Paladin Cloud™: Attaching electronic files to a purchase order
Paladin provides the capability to create electronic files that can be attached to a purchase order (PO) and stored in Paladin Cloud™. This is done through scanning. This article provides instruction and information on the following: How to scan and attach documentation to a purchase order Find PO function to view and/or attach scanned documents […]
Saberis integration
Paladin has partnered with Saberis to integrate vendor quotation or order systems. SaberisConnect is our cloud-based integration solution for the lumber and building materials industry. Saberis counters one of the challenges that building materials suppliers face as they interact more with technology and digitally transform their software solutions and consolidate and integrate information from quotation […]
PaladinGo™ Setup
PaladinGo™ Launchpad PaladinGo™ takes point of service functionality from terminal to tablet anywhere an intranet/Internet connection is available – in-store or out in the field. PaladinGo complements your store’s Paladin Point of Sale and system for line-busting and remote location transactions. Its capabilities includes payment processing through Blockchyp, access to customer and inventory information, and […]
Buttery EDI
This article provides the following instruction and information: How to send a purchase order to Buttery How to download and process Buttery EDI files Note: After successfully downloading EDI, follow the steps in the following KBA to generate your bin tags or shelf tags: Batch and print EDI price changes on full sheet bin tags […]
