Comparative Revenue Report
This article provides instruction and information on the following: How to create a Comparative Revenue report Information about the Sales Tax Detail section of the Comparative Revenue report How to set Comparative Revenue report export How to set up department groups for the Comparative Revenue report Note: Refer to the following for detailed instruction on […]
Customer Transaction Details Report
To create the Customer Transaction Details Report: 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 the Report […]
Ace gift cards
This article contains information and instruction on the following: How to sell an Ace gift card How to redeem an Ace gift card How to load an Ace Merchandise Credit card How to check an Ace gift card balance How to reload Ace gift cards How to return Ace gift card funds after activation How […]
Paladin export to QuickBooks
Use these instructions to map your QuickBooks general ledger accounts to Paladin accounting categories so you can transfer Paladin accounting data to your QuickBooks general ledger accounts. This can occur automatically each night using the process documented in QuickBooks desktop integration, or you can do it manually (see Performing Manual Export section in this article) […]
Multi-store: Accounts Receivable
A customer can be “owned” by a store in a multi-store system, so that the sales activity at one store will not be included in the Accounts Receivable figures of the other stores. To do this, each store must maintain a separate profile for each customer and must generate month-end statements for each store. Note: […]
Customer accounts
This article contains instruction and information on the following: How to create/add a customer account Securing Customer primary address Exiting a customer account How to delete (inactivate) a customer account How to close (write off) an uncollectible account How to exclude inactive customer accounts from Search How to set Exclude Inactive from Search by Default […]
PaladinNsight™: Clean up inventory with the Lost Opportunity Tool
Your inventory is a in a constant state of flux. Items are added and discontinued. Suppliers change. Paladin inventory data can grow and become bloated with items that you no longer carry. These obsolete items create clutter when you produce reports or search your inventory. The solution is to get rid of the clutter. But […]
Invoice barcodes
Paladin invoice barcodes use the code 128 barcode standard. This eliminates issues that cause some invoice barcodes to print incorrectly after a Windows update. Most scanners can read the code 128 barcode standard. If your scanner is not reading new invoice barcodes, one of the following situations may be true: You may need to set […]
Using 2-D scanner for customer information
You can use your 2-D scanner to automatically insert customer information. You can scan a driver’s license to: Add a customer. Add customer information when an ID is required when you create an invoice. Add customer information for tax exemption. Add customer information to a special order. Sign up a customer for Ace Hardware rewards. […]
Pharmacy: SIGIS downloads
Pharmacies that accept Flexible Spending Account (FSA) and Health Savings Account (HSA) payment cards must be registered members of the Special Interest Group for IIAS Standards (SIGIS). For SIGIS member pharmacies, Paladin checks the age of the Eligible Product List (EPL) weekly and downloads an EPL from SIGIS when the current EPL is more than […]
Accounting for deleted inventory items
This article provides information on the way deleted inventory items can be accounted for in Paladin. Note: Inventory items are not “deleted.” They are inactivated and can be restored. For more information, refer to: Restore/activate an inventory item This article provides instruction and information on the following: Delete an inventory item with non-zero stock-on-hand Delete […]
PaladinNsight™: Boost your business
You may be losing customers and revenue in your store without realizing it. Out-of-stock items, unmanaged inventory, unknown losses, and overstocked items can add up to significant revenue losses. Once you understand these losses, you can take action. The PaladinNsight™ dashboard and tools (in the Inventory module) are designed to help you. PaladinNsight™ dashboard was […]
Cash Drop
When you take cash from the register to move it to a safer location, the Cash Drop feature provides accurate record keeping. The following end-of-day reports include Cash Drop accounting: Report Cash Drop details Period Register Balance report See each cash drop performed. Total cash drops appear as a negative amount. The Total Cash amount […]
Inventory On Hold
With Paladin’s Inventory On Hold feature, you can reserve an item for a pending transaction so that the available stock-on-hand (SOH) reflects the reduced quantity. To use the Inventory On Hold feature, you must create a stored transaction. You can use Inventory On Hold with the following tools: Inventory reports Suggested ordering Stock needs calculator […]
Quotes
This article provides instruction and information on the following: How to create a quote How to create a quote for services and repairs How to add parts and labor to a quote How to add a new part number to a quote after it is created How to automatically number quotes How to sell items […]
