California Agriculture exemption tax

Knowledge Base, Process, Setup, Taxes

This article provides instruction and information on setting up California Agriculture exemption tax. Creating a department Assigning the department Assigning tax definitions Assign agriculture tax exemption to all qualifying clients Creating a department In Paladin, from the main menu, select File > Setup. Select the Dept tab. Under the ID and Name field, click New. […]

EDI: Sensitive pricing on inventory items

EDI, Inventory, Knowledge Base, Process, Setup

Sensitive is an EDI setting that modifies how pricing is applied during an EDI run Note: This is only applicable to the following EDI vendors: Ace (invoice and hotsheets) Do It Best (invoice only) True Value (invoice only) Normally, these vendors are configured to use 1 out of 3 price streams; so, if the supplier […]

Creating store-issued coupons

Commerce, Inventory, Knowledge Base, Process, Setup

Clients not utilizing rewards programs, such as RepeatRewards, Rich Rewards, etc., can still take advantage of using coupons in Paladin by creating their own store-issued coupons. Store-issued coupons can: Drive customers to your business. Introduce your store to new shoppers. Entice existing customers to make unplanned purchases. Coax past customers to return to your business. […]

Multi-store: Access to stores

Commerce, Knowledge Base, Process, Setup

When an employee wants to access another store of a multi-store configuration within Paladin, they must have the following access permissions: Manger override Enterprise Access Enterprise Configuration To set these in Paladin: From the main menu, select File > Setup. Select the Employees tab. Select the employee from the Employees list. In the Access Levels […]

Inventory item location

Inventory, Knowledge Base, Process, Setup

This article provides instruction and information on the following: How to look up an inventory item How to view history of location settings for inventory items How to add inventory items to alternate locations How to remove inventory items from a location How to look up an inventory item If you do not know the […]

VusionGroup

Inventory, Knowledge Base, Process, Setup

VusionGroup is a specialist in electronic shelf labeling systems. VusionGroup designs and markets all of its system’s components (software, radio-frequency infrastructure, labels, and mountings).  When a retail price changes on an inventory item, the electronic tag linked to that product updates in seconds to a minute (depending on the size of the tag) to the […]

Master Report: Inventory Check

Inventory, Knowledge Base, Process, Reports

Using Paladin’s Master Report, you can filter for items that have not been ordered for quite some time and check stock on hand (SOH). To run the Master Report for this situation: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > General. In the Report List […]

Paid-in, Paid-out, Cash drop

Invoice/Quote, Knowledge Base, Process

Note: Paid-In, Paid-Out, or Cash drop functions under $100 do not require Manager Override. If the amount is over $100, the user needs Manager Override enabled as an employee permission; or, a Manager will need to manually override. This article provides instruction and information on the following: Paid-in, Paid-out, Cash drop Reports Paid-in, Paid-out, Cash […]

Seasonal Items

Invoice/Quote, Knowledge Base, Process, Purchase Orders, Setup

This article provides instruction and information on setting up Seasonal sales. In Paladin, on the top ribbon, select Inventory module. Enter the part to recall in the Part # box. Press Enter. Select the Order Control tab. In the Seasonal Dates pane, check Seasonal. Set the Begin Date. Note: This should be the date you […]

End of Day reports

Commerce, Knowledge Base, Policy, Process, Reports

There are two reports that Paladin recommends you run daily to help with your closing procedures: Today’s Register Balance Today’s Comparative Revenue Report Paladin also suggest you backup your database on a regular basis. For information on this, refer to: Backup and copy a Paladin database to a USB drive Today’s Register Balance In Paladin, […]