Consignments

Commerce, Inventory, Knowledge Base, Process, Setup

Consignment is an arrangement in which goods are left with a third party to sell. The party that sells the goods receives a portion of the sale, either as a flat rate fee or commission. Selling through a consignment arrangement can be a low-commission, low-time-investment way of selling items. This article provides instruction and information […]

Signatures

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

This article provides instruction and information on the following: How to enable Signature required Specify a signer and PO number for all credit card purchases How to set up Paladin to optionally skip any required signature Skip signature dollar limit How to turn on the authorized signer options for all credit card purchases How to […]

Saberis Special Order integration

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

Paladin has partnered with Saberis to integrate vendor quotation or order systems. SaberisConnect is our cloud-based integration solution for the lumber and building materials industry. Saberis counters one of the challenges that building materials suppliers face as they interact more with technology and digitally transform their software solutions and consolidate and integrate information from quotation […]

Paladin Mobile

Install, Knowledge Base, Mobile Services, Process, Setup

Paladin Mobile takes point of service functionality from terminal to tablet anywhere an intranet/Internet connection is available – in-store or out in the field. This article provides instruction and information on the following: Setting up Paladin Mobile Navigating Paladin Mobile Sign out of Paladin Mobile Settings page Checkout Reports How to update the app Setting […]

Rental services

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

Paladin has a process for creating a rental agreement for any rental items. The process involves creating a customer account, then collecting a deposit that can be combined from the final transaction. Note: If the client’s store(s) have a substantial rental program, Paladin suggest they integrate with Point of Rental Essentials. The Paladin-Point of Rental […]

California 1 percent (1%) Lumber tax

Knowledge Base, Process, Setup, Taxes, Uncategorized

This article provides instruction and information on setting up California 1 percent (1)% Lumber tax. Creating a department Assigning the department Assigning tax definitions Creating a department In Paladin, from the main menu, select File >Setup. Select the Dept tab. Under the ID and Name field, click New. In the Name box, enter LUMBER. Enter […]

California Agriculture exemption tax

Knowledge Base, Process, Setup, Taxes

This article provides instruction and information on setting up California Agriculture exemption tax. Creating a department Assigning the department Assigning tax definitions Assign agriculture tax exemption to all qualifying clients Creating a department In Paladin, from the main menu, select File > Setup. Select the Dept tab. Under the ID and Name field, click New. […]

EDI: Sensitive pricing on inventory items

EDI, Inventory, Knowledge Base, Process, Setup

Sensitive is an EDI setting that modifies how pricing is applied during an EDI run Note: This is only applicable to the following EDI vendors: Ace (invoice and hotsheets) Do It Best (invoice only) True Value (invoice only) Normally, these vendors are configured to use 1 out of 3 price streams; so, if the supplier […]

Creating store-issued coupons

Commerce, Inventory, Knowledge Base, Process, Setup

Clients not utilizing rewards programs, such as RepeatRewards, Rich Rewards, etc., can still take advantage of using coupons in Paladin by creating their own store-issued coupons. Store-issued coupons can: Drive customers to your business. Introduce your store to new shoppers. Entice existing customers to make unplanned purchases. Coax past customers to return to your business. […]

Multi-store: Access to stores

Commerce, Knowledge Base, Process, Setup

When an employee wants to access another store of a multi-store configuration within Paladin, they must have the following access permissions: Manger override Enterprise Access Enterprise Configuration To set these in Paladin: From the main menu, select File > Setup. Select the Employees tab. Select the employee from the Employees list. In the Access Levels […]

Inventory item location

Inventory, Knowledge Base, Process, Setup

This article provides instruction and information on the following: How to look up an inventory item How to view history of location settings for inventory items How to add an inventory items to a location How to remove inventory items from a location How to look up an inventory item If you do not know […]

VusionGroup (formerly SES-imagotag)

Inventory, Knowledge Base, Process, Setup

VusionGroup (formerly SES-imagotag) is a specialist in electronic shelf labeling systems. VusionGroup designs and markets all of its system’s components (software, radio-frequency infrastructure, labels, and mountings).  When a retail price changes on an inventory item, the electronic tag linked to that product updates in seconds to a minute (depending on the size of the tag) […]

Master Report: Inventory Check

Inventory, Knowledge Base, Process, Reports

Using Paladin’s Master Report, you can filter for items that have not been ordered for quite some time and check stock on hand (SOH). To run the Master Report for this situation: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > General. In the Report List […]