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, 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. In the Access Levels pane, check Manager Override, Enterprise Access, and Enterprise […]

Inventory item location

Inventory, Knowledge Base, Process, Setup

This article provides instruction and information on the following: 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 view history of location settings for inventory items To view history of location settings for an inventory […]

SES-imagotag

Inventory, Knowledge Base, Process, Setup

SES-imagotag is a specialist in electronic shelf labeling systems. The group designs and markets all of its system’s components (software, radio-frequency infrastructure, labels, and mountings). Electronic display modules are attached to the front edge of retail shelving. When a retail price changes on an inventory item, the electronic tag linked to that product updates in […]

Post-covid Inventory Check

Inventory, Knowledge Base, Process

As we all know, supply chains were severely impacted because of the Covid pandemic. But, now that things are getting back to normal, we suggest you examine your inventory and stock on hand. Using Paladin’s Master Report, you can filter for items that have not been ordered for quite some time and check stock on […]

Paid-in, Paid-out, Cash drop

Invoice/Quote, Knowledge Base, Process

Note: To perform a Paid-In, Paid-Out, or Cash drop function, the user needs Manager Override enabled as an employee permission. If this is not enabled, the process will not work. To perform a Paid-in, Paid-out, Cash drop: In Paladin, on the top ribbon, select the Invoice/Quote module. On the bottom ribbon of the Invoice/Quote tab, […]

Seasonal Items

Invoice/Quote, Knowledge Base, Process, Purchase Orders, Setup

This article provides instruction and information on setting up Seasonal sales. In Paladin, on the top ribbon, select Inventory module. Enter the part to recall in the Part # box. Press Enter. Select the Order Control tab. In the Seasonal Dates pane, check Seasonal. Set the Begin Date. Note: This should be the date you […]

Product Pictures/Images

EDI, Inventory, Knowledge Base, Process, Setup

How to enable product pictures/images to be viewed in Advanced Lookup Images of parts can be downloaded to your computer and then viewed through Advanced Lookup in either Paladin’s Invoice/Quote module or Inventory module. When set up, the function will run 10 minutes nightly adding or updating images.  Feature Available To Requirements Ace EDI Suppliers […]

How to run End of Day reports

Commerce, Knowledge Base, Policy, Process, Reports

There are two reports that Paladin recommends you run daily to help with your closing procedures: Today’s Register Balance Today’s Comparative Revenue Report Paladin also suggest you backup your database on a regular basis. For information on this, refer to: How to backup and copy a Paladin database to a USB drive Today’s Register Balance […]