Ace Online Services integration with Paladin
Paladin is fully integrated with the Ace Online Services (AOS) to support “buy online, pick up in store” purchases. All in-store pick up transactions occur in AOS, and your Paladin database is updated automatically by Ace Hardware. In the Comparative Revenue reports, all in-store pick up transactions are recorded in Paladin and appear separately. Note: […]
Emery Jensen Distribution EDI
This article provides the following instruction and information: How to send a purchase order to EJD How to download and process EJD 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 […]
Assign Sage 50Cloud Accounting GL accounts to Paladin accounting categories
Before you can set up the Overview: Sage 50Cloud Accounting Integration, you must assign Sage50 account numbers or names to the Paladin accounting categories. Note: It is highly recommended that Sage 50Cloud be run on a dedicated terminal. Therefore, the Sage50 Terminal ID must be assigned in the Paladin Configuration Accounting tab for Sage 50Cloud […]
Pick List Report for outstanding order items
Paladin’s Pick List report provides a list of outstanding order items sorted by order in Excel. Order item details include unsold item quantities, prices, and more. Provide this Pick List report to your fulfillment department or use it for easy reference. Tip: To learn more about orders in Paladin, see Order Manager: Turn quotes into […]
Send email to all store account customers
This feature sends an email to all customers with a store account. To receive the email, the customer must have a non-zero Credit Limit on the Credit tab in Paladin’s Customers module and must have an email address on file. To set this feature: In Paladin, from the top menu, select Maintain > Utilities > […]
Set minimum margin for a department
To set the minimum margin for a department: In Paladin, from the main menu, select File > Setup. Select the Dept tab. If you have multiple stores, in the list of stores, highlight the store where you want to make the change. In the list of departments, highlight the department that you want to edit. When […]
FAQs: Point of Rental Essentials
This guide is for clients that use the Paladin integration with Point of Rental Essentials to process rental payments. For more information, refer to: Overview: Point of Rental Essentials Integration. If you want to set up the Paladin integration with Point of Rental Essentials, or have more questions about the integration, contact Paladin Support. For […]
Accounts receivable and sales tax reporting
Paladin Data Corp’s accounting calculations and reporting methods, including sales tax reporting, follow generally accepted accounting principles (GAAP) and are designed to reconcile all presented data. Understanding the timing of revenue recognition is key to understanding sales tax reporting in Paladin. Investopedia, a global corporate finance and accounting firm, provides the following summary of revenue […]
Admin Access level replaces Admin passwords
Note: This feature does not apply to stores that use TranSentry credit card processing. Admin passwords are still required for those stores. This feature eliminates admin passwords. When an employee with Admin Access attempts to access a Paladin feature/setting that requires admin permission, they will have immediate access with no password required. To set this […]
Set up remote warehouse stock on hand
Important: This feature is typically set up automatically when the client clicks Recall PO for the first time after the feature is installed. Use these steps only when the warehouse must be manually changed or set up because the automatic feature is not working or must point to a different warehouse. This feature is available […]
Transaction Report: Search for issued/redeemed coupons
You can search for issued or redeemed coupons in the Transaction Report by using a keyword search. 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 Transaction Report. In the Choose Report pane, click […]
FastBound Integration: Working in Paladin
Paladin integrates with FastBound so you can receive and sell firearms in Paladin while simultaneously updating FastBound. Learn more about the FastBound integration This article provides instruction and information on the following: How to receive firearms in Paladin and automatically acquire them in FastBound How to sell a firearm in Paladin and automatically dispose of it in FastBound How to add a firearm inventory item in Paladin How to handle a transferred firearm that was purchased […]
QuickBooks: Create vendor bills from received purchase orders
This feature requires Paladin integration with QuickBooks. When you have this integration turned on, vendor bills are automatically created in QuickBooks shortly after you receive inventory in Paladin. An invoice is created for each receiving event. If you receive items on a purchase order incrementally, a QuickBooks bill is created each time you receive items […]
PO Quick Access (right-click) menu in the PO module
Right-click a purchase order line item to get immediate access to these commonly used tasks and tools. Note: For details on each option, refer to the Quick access menus KBA.. Right-click Menu options when you create a PO Right-click Menu options when you receive a PO Right-click Menu options when you create a PO Select […]
Set up Lane 7000 or Lane 8000 payment terminal for Worldpay EMV
Important: Lane 7000 and 8000 require NETePay version 5.7.33 Note: The following procedures must be done in the following order: Set up the Lane 7000 or Lane 8000 device Set up NETePay Set up Paladin Set up the Lane 7000 or Lane 8000 device Plug in the Lane 7000/8000 device(s) to an electrical outlet ONLY. […]
