Administrator password reset
Important: This procedure is only for stores that use TranSentry credit card processing. Otherwise, use the Admin Access employee permission level. For a list of employee permission levels, see Set employee permissions. The administrator password must be reset every 90 days. In Paladin, from the main menu, select File > Setup. Select the Employees tab. […]
Credit Card Deposit Report
The Credit Card Deposit report shows customer names in the list of credit card purchases and displays credit card totals by card type (such as Visa or MasterCard) for purchases processed by Element Payment Services and BlockChyp. About the Credit Card Deposit report The Credit Card Deposit report gives you a list of all credit […]
Taxes
IMPORTANT: You must set up the tax definition before you can follow any other procedures listed in this article. The following provide instruction and information on the following: How to set up a tax definition How to set up Tax Free definition How to assign a tax definition How to create a tax exemption message […]
Email invoices
This article provides instruction and information on the following: How to set up Paladin to send email invoices How to email an invoice How to email an invoice at checkout Emailed invoices show the invoice number in the subject line How to customize a message on emailed invoices How to set up Paladin to send […]
Statements
This article provides instruction and information on the following: How to print a statement without a transaction report How to print a message on a statement How to handle the error message about a corrupt logo in a statement Setting up Store email Set Email delay Statement print to support windowed envelopes Note: For month-end […]
Special Orders
Paladin’s Special Order system covers placing special orders for both existing products as well as non-stocked products. Every special order generated also automatically generates pending purchase orders for all suppliers identified on the special order. This article contains instruction and information on the following: Overview Exclude special order deposits Options Special order customers Find Customer’s […]
Sales commission
This article provides instruction and information on the following: How to set up a commission per customer How to set up a commission by invoice for each salesperson How to create an Invoice Commission report How to create a Sales Commission report per customer with one commission rate for all customers How to create a […]
Return items
Note: Returns to Flexible Spending Accounts (FSA), i.e.. FLEX cards, are not supported in Paladin. When a customer returns an item, Paladin can verify the purchase and add the original invoice number to the return invoice. Figure 1: Original invoice number on the return invoice This article provides instruction and information on the following: How […]
Transaction Report: Monthly service charges
To create a Transaction Report showing monthly service charges: 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 F12 Next. In the Transaction Report window, in […]
Report Presets
Report presets are useful for reports that you run frequently. You can set up a report to run automatically on daily, weekly, or monthly intervals and/or set up a button on the bottom ribbon of the Report module, that when pressed, runs the report with predefined settings. In the Reports module, you can create nine […]
Item tags
Paladin provides four tag types: Bin tags Shelve tags Barbell tags Item tags Although similar, each has its own characteristic. This article is strictly for item tags. To view item tags provided by Paladin, refer to the LTSR catalog. To be distinct, Item tags measure 1 inch-by-1 inch and have an adhesive back. This article […]
Bin tags and shelf tags
Important: Bin tag 52 is now available to meet the Cash Discounting laws in New York. As of 01/01/2024, New York now requires stores that are passing credit card fees onto card holders to post both the price for paying with cash and the price for paying with a credit card on their bin tags. […]
Printing receipts
This article provides instruction and information on the following: How to set up custom text on your receipts How to print a receipt from the Invoice Report How to print a receipt with a known part number How to print a receipt with a known customer name How to find and print a receipt without […]
Payment Management
This article provides instruction and information on the following: How to apply a payment to an invoice How to view all payment charges and credits to an account or project How to view Applied Credit History How to correct a payment that was mistakenly applied to an invoice How to apply a payment to an […]
Account payments
