Paladin Settings: Receivables tab
The Receivables settings control how monthly statements are generated in Paladin. To access these settings: In Paladin, from the main menu, select File > Setup. Select the Receivables tab. Note: There are two sections to the Receivables tab, which are presented below, the Statements pane and the Invoice/Quote pane. The following are the settings/descriptions of […]
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. Important: […]
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 […]
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 […]
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 […]
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: Acquiring and Disposing
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 […]
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 […]
Ace Hardware: Convert Valspar part numbers to Benjamin Moore part numbers
To support the Ace transition from Valspar to Benjamin Moore paint SKUs, Paladin created a tool that converts Valspar part numbers to Benjamin Moore part numbers automatically. Before you use this utility: The utility must be run outside of business hours when no one is using Paladin. The conversion is a one-time process and can […]
Government Fee Details Report
This article provides instruction and information on the following: About the report Turn on the fees feature Assign fees and classes Create the report About the report Many products now incur additional fees set by government and regulatory agencies for recycling or environmental remediation. Paladin makes it easy to automatically include these fees at checkout […]
Contact Paladin Support
Paladin’s outstanding customer support is conveniently accessible from your point of sale software. In Paladin, you can: Start a chat session to get answers to simple questions: Help > Support > Chat Support Submit a new Help Request for more complex inquiries, including integration information and setup requests: Help > Support > Submit a Help Request […]
Ace Hardware: Get real-time remote stock on hand at your Ace Hardware RSC
Two Paladin features provide real-time remote stock on hand (SOH) information for your Ace Hardware Retail Support Center (RSC). This article provides instruction and information on the following: Get real-time RSC stock on hand for any inventory item Sort purchase order by RSC availability Get real-time RSC stock on hand for any inventory item The […]
EMV: Scan credit cards to put them on-file
If your store enables EMV (Europay, Mastercard, Visa), you can now swipe credit cards to put them on file. Note: This feature is already available for stores that do not use EMV. To swipe the card instead of manually entering the card number, when you start the on file process, in the Device Manager window, […]
