Best Practice: Voiding invoices
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
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
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 […]
Sale Type: Spend Amount Get Discount
Spend Amount Get Discount provides a discount when a customer spends a specified dollar amount or over on an item or a list of items. The discount can be set as a dollar amount or a percentage. For example, spend $10 or more on bird seed and get $2 off, or spend $10 or more […]
Sale Type: Buy Qty Get Discount
Buy Qty Get Discount provides a discount when a customer purchases over a certain quantity of an item or from a list of items. This can be set as a dollar amount or a percentage. For example, purchase a minimum of 10 items in order to get 50 percent off those items since the discount […]
Excel file for customer purchase totals
To create an Excel file of a customer’s dollar amount of their purchases during a specific date range: In Paladin, from the top ribbon, select the Customers module. On the bottom ribbon of the module, select F1 Advanced Lookup. On the top of the Advanced Lookup window, enable All. In the Key Word search box, […]
Bulk Price Change
The Bulk Price Change feature allows clients to increase retail prices on inventory items by a custom percentage. This is done through the Bulk Price Change tab in Paladin’s Data Viewer. Important:: The following must be considered/performed before the Bulk Price Change can be applied: This feature will make sweeping changes to your retail prices; […]
BOGA: Buy One Get Any
Note: It is recommended to have a Paladin TSR help set up this feature. With this type of sale, two different sale lists can be mixed and matched. There are two ways this BOGA sale apples: Buy # item(s) off a sale list and get another from second sale list free Buy # item(s) off […]
Store to Store Features: Stock Check
The Store to Store Features: Stock Check allows clients with a store in one location view stock items in another store’s location. Important: Both stores reference the same part number. If the part is a hammer in one location and a welder in the other, it is up to the stores to resolve the discrepancy. […]
Orgill images
Orgill stores have access to Orgill’s product images directly inside of the Paladin application. After Paladin Support creates the initial setup, images can be viewed through the Invoice/Quote module and the Advanced Lookup window in the Invoice/Quote, Inventory, or PO modules. There are two ways to inventory view images, from Invoice/Quote or Advanced Lookup. Invoice/Quote […]
Loading RF Unit dynamic voice prompts
Note: New RF units can purchased from Paladin with the dynamic voice prompts injected. To begin the process, you need to download the setup and voice prompts files. To download the setup file: Open the following link to Worth Data Downloads: https://www.barcodehq.com/downloads.html In the Top Downloads pane, click Download for Hardware Utilities For Worth Data […]
House Hasson images
House Hasson stores have access to House Hasson’s product images directly inside of the Paladin application. After initial setup, images can be viewed through the Invoice/Quote module and the Advanced Lookup window in the Invoice/Quote, Inventory, or PO modules. Paladin setup Paladin Version 2.2404.7096.1 and above is required. By default, inventory images provided by House […]
Display Rewards Section on Register Balance Reports
Enabling a rewards section to appear on Register Balance reports can be done for all reward types with the caveat of setup being different for Rich Rewards and Repeat Rewards. To enable reward programs and display rewards data for Rich Rewards and Repeat Rewards: In Paladin, from the main menu, select File > Setup. Select […]
Microsoft Excel ODBC Wizard
Many software products that store data are Open Data Base Connectivity (ODBC) compliant, allowing users to gain access to data contained in database tables. ODBC is a standard Application Programming Interface (API) for accessing disparate databases. When using ODBC, the user has the ability to access data from a number of different databases, including Firebird, […]
Top selling items in inventory
The following is an enhancement to the Inventory Count List Report KBA, showing how to use the report to determine your store’s top selling items. In Paladin, from the top ribbon, select the Reports module. In the Report Area pane, select Inventory > General. In the Report List pane, select Inventory Count List. Note: You […]
