How to create a purchase order email record
How to create a purchase order email record When a purchase order is emailed to a supplier, a note with the following email details is added to the purchase order: Date email was sent Time email was sent Employee ID, first name and last name initial The email address that the email was sent to […]
Sale Lists
This article provides instruction and information on the following: How to create a Sale List How to make an active Sale List inactive How to make an inactive Sale List active Sale list filters How to export and import items in a sale (Sale List) using Excel How to create the Sale List import file […]
Transactions: Voids
This article provides instruction and information on the following: How to void a transaction Credit card processor cannot void a payment Failed VOID caused by a canceled payment card transaction How to create a voided transaction report How to create a Voided Credit Card Transaction report Voiding a transaction creates an SOH history entry How […]
Deliveries
Important Note: Mobile2Deliver must be set for Paladin delivery to be set up for client’s customers (Invoice/Quote). This article provides information and instruction on the following: How to set up Mobile2Deliver and delivery options (Internal Only) How to add a delivery address and contact info to a customer account How to validate a customer’s delivery […]
Suggested Order report
The Suggested Order report is designed to help automate the process of sending purchase orders to your vendors. It aggregates data from your sales history and from item-level settings in the inventory module. The report is viewable as a PDF for informational purposes. The Suggested Order report can also generate a pending purchase order, thereby […]
MBF, MFS, Ton, and Order Multiples
In Paladin, you can view item costs in different units, such as thousand board feet (MBF), thousand square foot (MSF), tons, and order multiples. This information can be viewed in both the Inventory and PO modules. This feature is especially useful for products that are priced by suppliers in a different unit of measure than how […]
Service Tool: How to determine markup and margin
In business, the markup is the price spread between the cost to produce a good or service and its selling price. In order to ensure a profit and recover the costs to create a product or service, producers must add a markup to their total costs. In business, margins are the differences between the price of a […]
Automatic Month End Statement process
Note: With build 5115 and higher, a new month end statements process has been implemented, and statements are run automatically. To update Paladin to this build and future builds: In Paladin, from the main menu, select Help > About. The following About Paladin Point of Sale window open showing the Version/Build number: To update to […]
Transactions: Payment types
Note: When performing a transaction, process gift cards or Flex (FSA) cards first to determine if there will be a balance due via another payment type. Transactions are done on the Invoice/Quote module in Paladin. In Paladin, on the top ribbon, select the Invoice/Quote module. In the Invoice/Quote tab, scan an item for its part […]
How to set up Gmail 2-step Verification and generate an app specific password for Paladin
To set 2-Step verification in Gmail: In Google Gmail: Sign into your Gmail account. In the upper right-hand corner of your browser, click the round icon that shows the first letter of your name. Note: This may be a picture if you have added one to your Gmail account. Select Manage your Google Account. In […]
Profit Analyst
The Profit Analyst lets you view cost, profit, and margin for any line item in your invoice or quote along with the invoice or quote total. As you make changes on the invoice, Profit Analyst shows you the resulting margin and profit values. All values are pre-tax (subtotal) values. This article provides the following information: […]
Rich Rewards
As of 04/05/2022, all individual Rich Reward KBAs are combined in to this single article. It is organized in to the following section list, each with a hyper link to them and a Back to Top link to bring you back to the section list: How to order Rich Reward Loyalty cards/displays How to set […]
How to adjust speaker volume on BlockChyp Equinox LUXE 8500i
In order to remind customers to remove their credit card from the device, you need to ensure the volume is set to maximum on the Equinox LUXE 8500i device. To adjust the volume: On the Equinox LUXE 8500i device, hold down the magnifying glass button for 3 seconds until the device beeps. Quickly press the […]
Guidelines to using SaferPayments for PCI compliance
The Payment Card Industry Data Security Standard (PCI-DSS) aims to enhance security for consumers by setting guidelines for any company that accepts, stores, processes, or transmits credit card information — regardless of the number of transactions or the size of those transactions. If a Paladin client uses WorldPay for their credit card processor, they will have to […]
General Ledger (GL) Summary
This article provides the information and instruction for the Paladin General Ledger Summary feature: Paladin accounting software integrations Paladin General Ledger categories Options to itemize/filter revenue data General Ledger Summary export option How to add accounting software account names/numbers to the General Ledger Summary Report General Ledger account export file names are editable How to […]
