Troubleshooting: QuickBooks Desktop

Accounting, Knowledge Base, Process, Troubleshoot

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: SodaStream CO2 Cylinder Program

Ace Hardware, eCommerce, Knowledge Base, Process, Setup

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 […]

triPOS

Credit Cards, Knowledge Base, Process, Setup

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 View status of triPOS terminals Business Profile for triPOS Credit Card Processing When a client request triPOS credit card processing, Paladin […]

Towne Mailer integration

Integration, Invoice/Quote, Knowledge Base, Process, Setup

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: Orgill Impact eCommerce™

Commerce, eCommerce, Inventory, Knowledge Base, Process, Setup

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 […]

Do It Best: Drop Ship

EDI, Inventory, Knowledge Base, Process, Setup

For Do It Best (DIB) Drop Ship, an additional file will be processed during EDI. This file is the Direct Invoice file DIRINVC_010. Not all stores will get this file from Do It Best: “This will be an optional agreement with the member.” If stores have the agreement with DIB, Process drop-ship invoices must be […]

Invoices Due Upon Delivery

Invoice/Quote, Knowledge Base, Process, Setup

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

Accounting, Invoice/Quote, Knowledge Base, Process

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

Customers, Invoice/Quote, Knowledge Base, Process

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

Commerce, Knowledge Base, Process, Setup

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

Invoice/Quote, Knowledge Base, Policy, Process, Setup

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 […]