Invoice Importer
This article provides instruction and information on the following: About Invoice Importer How to create an invoice transaction file that you can import into Paladin How to import invoice transactions into Paladin How to view a revenue report with imported invoice information About Invoice Importer With the Invoice Importer, you can import transactions from other […]
SIGIS EPL file update frequency
Paladin checks for a new Eligible Product List (EPL) from SIGIS every 7 days. If an Internet connection or other issues prevent an EPL update for 24 or more days, the following message appears (Figure 1) when you start Paladin and will specify the number of days since the last SIGIS EPL update. Figure 1: […]
Data Viewer: Invoice settings
In Paladin’s Data Viewer, you can edit invoice purchase order numbers, project names, and invoice dates. Note: To make these changes, you must have manager credentials. In Paladin, from the top menu, select Maintain > Data Viewer. Select the Invoices tab. On the Invoices tab, on the View tab, specify the search criteria for the […]
Apply Net pricing rule to an inventory item
You can prevent an inventory item from being automatically discounted by setting the Net pricing rule. When you apply the Net pricing rule to an item, it has the following discount restrictions: A pricing plan percentage discount is not given. A prompt payment discount is not given. Rich Rewards: Rewards points will not be earned. At […]
Specify inactive (deleted) items at checkout
Paladin lets you choose how inactive (deleted) inventory items are handled when they are scanned or manually-entered in the Invoice/Quote module. Figure 1: Paladin Configuration: Deleted Part Behavior option To set up how to deleted (inactive) inventory items in the Invoice/Quote module: In Paladin, from the main menu, select File > Setup. Select the Invoice […]
Customer types
Customer types let you categorize customers in Paladin. You can assign these types to your customer accounts in Paladin’s Customers module. Paladin provides a default set of customer types, and you can define your own (except for Ace Hardware stores, which must use the default set). Many reports provide business statistics by customer type, including […]
Ace Hardware: No-Rewards class feature
Note: This update only applies to Ace Hardware stores that use Ace Rewards. To set up a class to identify items that do not participate in Ace Rewards: In Paladin, from the main menu, select File > Setup. Select the Class tab. In the Classes pane, in the list of classes, highlight the class that […]
Microsoft Access Template: Barcodes not appearing on a full sheet of bin tags or shelf tags
The procedures in this article must be done in the following order: Download an MS Access Template and install font files Test bin tag barcode functionality Test shelf tag barcode functionality Download an MS Access Template and install font files Note: If you have already downloaded MS Access Template, begin at step 3. In Paladin, from […]
Footage Calculators
This article provides instruction and information on the following: Overview How to access the Footage Calculator How to access the Square Footage Calculator: How to calculate the total footage (quantity in feet) for invoice items of multiple lengths How to calculate the total square footage (quantity in square feet) for invoice items of multiple dimensions […]
Store credit
This article provides instruction and information on the following: About store credit How to apply a store credit balance to a purchase How to turn off the store credit balance message About store credit A store credit represents money that a customer can spend in your store. The credit can be from a returned item, […]
Microsoft Dynamics GP integration: Create Accounts Payable invoices
Paladin can transfer your daily accounting totals to your Microsoft Dynamics GP (formerly Great Plains) general ledger and automatically create payable transactions in Microsoft Dynamics GP Enterprise Resource Planning (ERP) software from received purchase orders. This article provides instruction and information on the following: How Microsoft Dynamics GP works About truncation About PO reversal How […]
Adjust Inventory stock on hand
To adjust the stock on hand (SOH) for an inventory item: In Paladin, on the top ribbon, select the Inventory module. Enter the part number in the Part # box. Press Enter. Optional: Select F1 Adv. Lookup to find the inventory item. On the bottom ribbon of the module, select F4 Count. In the Count/Adjust […]
Turn off EMV receipt printing
To turn off EMV receipt printing: In Paladin, from the main menu, select File > Setup. Select the Invoice (Store) tab. In the Invoice pane, click to clear the Enable EMV Receipts checkbox. Click Save, then click Close.
Data Viewer: Edit invoice purchase order numbers, projects, dates
With Paladin’s Data Viewer, you can edit invoice purchase order (PO) numbers, project names, and invoice dates. Note: Manager or higher credentials are required to make these changes. In Paladin, from the top menu, select Maintain > Data Viewer. In the Data Viewer window, select the Invoices tab. Select the View tab. Choose the search […]
Merge inventory
Duplicate inventory items can exist in Paladin for many reasons. Here are some possible scenarios: A product that was purchased from a supplemental vendor has a part number that is different from the part number in Paladin. Because the part number is new, a duplicate inventory item is created. This can happen automatically during EDI […]
