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 […]
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 […]
Best Practice: Voiding invoices
Stores need precise accounting to ensure profitability and excellent customer service. This includes the ability to track accounts receivable with timeliness and accuracy. However, some circumstances and business processes create a legitimate need to correct transactions that were completed in the past. However, making changes to historical data, if not done correctly and with due […]
Net Promoter Score
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 […]
Remote Manager Approval
As managers, you are often all around the store and not always available to assist cashiers and other employees with a variety of issues, such as erroneous entries made to an inventory item’s Avg Cost and/or its stock on hand quantities, bulk price changes, voiding an invoice, return items, discount items at checkout, and so […]
Sale Type: Spend Amount Get Discount
Spend Amount Get Discount provides a discount when a customer spends a specified dollar amount or over on an item or a list of items. The discount can be set as a dollar amount or a percentage. For example, spend $10 or more on bird seed and get $2 off, or spend $10 or more […]
Sale Type: Buy Qty Get Discount
Buy Qty Get Discount provides a discount when a customer purchases over a certain quantity of an item or from a list of items. This can be set as a dollar amount or a percentage. For example, purchase a minimum of 10 items in order to get 50 percent off those items since the discount […]
Excel file for customer purchase totals
To create an Excel file of a customer’s dollar amount of their purchases during a specific date range: In Paladin, from the top ribbon, select the Customers module. On the bottom ribbon of the module, select F1 Advanced Lookup. On the top of the Advanced Lookup window, enable All. In the Key Word search box, […]
Bulk Price Change
The Bulk Price Change feature allows clients to increase retail prices on inventory items by a custom percentage. This is done through the Bulk Price Change tab in Paladin’s Data Viewer. Important:: The following must be considered/performed before the Bulk Price Change can be applied: This feature will make sweeping changes to your retail prices; […]
BOGA: Buy One Get Any
Note: It is recommended to have a Paladin TSR help set up this feature. With this type of sale, two different sale lists can be mixed and matched. There are two ways this BOGA sale apples: Buy # item(s) off a sale list and get another from second sale list free Buy # item(s) off […]
Store to Store Features: Stock Check
The Store to Store Features: Stock Check allows clients with a store in one location view stock items in another store’s location. Important: Both stores reference the same part number. If the part is a hammer in one location and a welder in the other, it is up to the stores to resolve the discrepancy. […]
Orgill images
Orgill stores have access to Orgill’s product images directly inside of the Paladin application. After initial setup, images can be viewed through the Invoice/Quote module and the Advanced Lookup window in the Invoice/Quote, Inventory, or PO modules. Paladin setup Paladin Version 2.2404.7096.1 and above is required. By default, inventory images provided by Orgill are automatically […]
Loading RF Unit dynamic voice prompts
Note: New RF units can purchased from Paladin with the dynamic voice prompts injected. To begin the process, you need to download the setup and voice prompts files. To download the setup file: Open the following link to Worth Data Downloads: https://www.barcodehq.com/downloads.html In the Top Downloads pane, click Download for Hardware Utilities For Worth Data […]
House Hasson images
House Hasson stores have access to House Hasson’s product images directly inside of the Paladin application. After initial setup, images can be viewed through the Invoice/Quote module and the Advanced Lookup window in the Invoice/Quote, Inventory, or PO modules. Paladin setup Paladin Version 2.2404.7096.1 and above is required. By default, inventory images provided by House […]
