PaladinShop™ Item visibility explained
Paladin offers the option to hide PaladinShop™ departments, classes, and sub-classes. The following sections provide instruction on enabling the option: Departments Classes Sub classes Individual items Note: In the PaladinShop tab, pressing Refresh Data will open a message window asking if the Dept, Classes, and Subclasses are configured correctly. Figure 1: Dept, Classes, and Subclasses are configured correctly Back […]
Customer Sales Ranking report
The Customer Sales Ranking report exports Paladin customer account information for customers who made purchases during a specific time period. This information is sent to an Excel worksheet. Customer type details are provided in the following Excel worksheet columns: Customer Type ID: The integer ID assigned to the customer type in Paladin. Example: 16 Customer […]
Net Promoter Score: triPOS Lane 7000/8000 terminals
As per Wikipedia, a “Net promoter score (NPS) is a market research metric that is based on a single survey question asking respondents to rate the likelihood that they would recommend a company, product, or a service to a friend or colleague. The primary objective of the net promoter score methodology is to infer customer […]
Troubleshooting: QuickBooks Desktop
Issue: If QuickBooks is left open over night, and the GL didn’t push. Try: In Paladin, from the top menu, select Maintain > Data Viewer. Select the GL Summary tab. In the Date Range, enter the correct start and end dates. From the dropdown list, select the correct integration. Click Get Data. Click Export. The […]
Ace Hardware: Blue Rhino Propane Exchange Program Setup
This article is meant to be used by Ace stores who are already selling Blue Rhino Propane and provides Ace recommended SKUs. In order to participate in this program, the following setup steps must take place. For a description of the propane selling and receiving process after this setup is complete, see the Blue Rhino […]
Ace Hardware: SodaStream CO2 Cylinder Program
This article provides information and instruction for selling SodaStream through Paladin and Acehardware.com: Overview Steps prior to selling SodaStream SodaStream Program Store Procedure Overview SodaStream allows your customers to enjoy the freshness and convenience of homemade soda with several benefits: Protect the environment No heavy bottles to carry, store at home or throw away Fizz […]
Do It Best Promotions
Do It Best (DIB) develops and provides promotions on parts and prices that DIB stores can review and apply. This is done through DIB sending stores a .txt file (PRMOITM.txt). Note: Clients have to request Paladin to turn on the promo item file. To open and apply promotions in Paladin: On the top menu of […]
eCommerce: PaladinShop™ Sign Up and Site Navigation
Overview PaladinShop™ is your new digital store and more: Your digital store is a standard feature included with Paladin. Customer self-service features include online payment for monthly statements. Detailed product information for every item from your supplier is included. A System You Already Know: We built PaladinShop as part of Paladin, a system you […]
triPOS
The following steps are performed to set up a client with triPOS as their credit card processor: Business Profile for triPOS Credit Card Processing Return signed application Value-added reseller letter (VAR) Set up triPOS VAdd and view status of triPOS terminals Business Profile for triPOS Credit Card Processing When a client request triPOS credit card […]
Towne Mailer integration
Paladin integration with Towne Mailer allows stores to connect to Towne Mailer’s FTP site and upload statements in XML formatting. Towne Mailer will then provide formatting, design, and mailing services for paper statement mailings. To set up Towne Mailer: In Paladin, from the main menu, select File > Setup. Select the ExternalSync tab. In the […]
eCommerce: PaladinShop™ setup and order fulfillment process
PaladinShop™ is your new digital store and more: Your digital store is a standard feature included with Paladin Point of Sale Customer self-service features include online payment for monthly statements Detailed product information for every item from your supplier is included Included with Paladin and easy to set up, PaladinShop helps you boost revenue while […]
eCommerce: Orgill Impact eCommerce™
Orgill Impact eCommerce™ is a B2B2C commerce solution that allows Orgill to manage the online stores of its retail hardware customers. It provides a centralized platform for managing product data and integrations, while also allowing individual distributors to customize their stores. This integrated eCommerce platform provides pricing and availability to supported POS systems as well […]
Drop Ship: Do It Best
Efficient inventory management allows clients to spend more time with customers while maintaining clean inventory data. To this end, Paladin can now process Do It Best (DIB) drop ship invoices, also called Direct Ship invoices. Direct Ship invoices are created when a store orders items that are drop shipped from another supplier but invoiced through […]
Invoices Due Upon Delivery
To strengthen customer relationships and enhance service, Paladin now allows stores to choose to charge customers’ accounts on the delivery date instead of the purchase date. Charge accounts will reflect purchases on the delivery day. Customer accounts will only show due amounts for delivered products. To set up this option: In Paladin, from the main menu, select […]
Legacy: Voiding Invoices
Legacy void functionality alters the original invoice in the past and makes no attempt to reverse a credit card transaction. It also requires manual update of external accounting systems. The legacy functionality provides less traceability of the void, which can open the store to possible fraud. Historical reports are not accurate after an invoice is […]