Seasonal Items
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 […]
End of Day 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: Backup and copy a Paladin database to a USB drive Today’s Register Balance In Paladin, […]
Remote Stock Check
The Remote Stock Check (RSC) feature provides: Real-time remote stock on hand (SOH) information Sorting purchase orders (POs) by availability Adjusting order quantities before buying Efficient ordering This article provides instruction and information on the following: Setting up RSC in Paladin Dual warehouse Remote Stock Check Get real-time RSC stock on hand for any inventory […]
BlockChyp: Credit card reconciliation
To maintain accurate accounting and to catch and fix problems before they affect your business and customer relationships, you must reconcile your Paladin, debit, gift, and credit card sales with your credit card processor’s records every business day. Important: BlockChyp accounts have their fees assessed at the end of a statement period. To reconcile Paladin […]
BlockChyp Returns
This article provides instruction and information on the following: In Paladin, on the top ribbon, select Invoice/Quote module. Optional: Add the customer account to the transaction. Enter the return part number. Enter the quantity as negative number, then press Enter. Enter the gift card part number with quantity of 1. Enter the amount being loaded […]
Safeguard: Manager override when Tax flag disabled in Invoice/Quote
To avoid the tax flag from being disabled when processing a transaction in Paladin’s Invoice/Quote module, manager approval is required in order to uncheck the Tax box. For the tax flag to be active or disabled for all items, the top checkbox is used. For the tax flag to be active or disabled for individual […]
Datalogic SCAN4100BT Battery replacement
The following link takes you to a video on how to replace a battery on the Datalogic SCAN4100BT. Gryphon I GM4100/GBT4100 – Replacing the Battery – YouTube
Create a stored purchase order from an invoice/quote
Purchase orders (POs) can be created from an invoice/quote and be stored for review. For every selected item in the invoice/quote, a PO will be created for each unique supplier. When a PO is created from an invoice/quote, the account name and account number are put in a note at the top of the PO. […]
Lengthy notes in Invoice/Quotes
Before this feature, writing a note in an invoice/quote was limited to 62 characters. Now, lengthy notes can be pasted into a Note field, which holds 48 characters, with the remaining characters flowing into the next Note field. Note: This can only be done by copying and pasting the text. In Paladin, on the top […]
Ace Hardware: Upload historical data
Note: The following is only for clients that want historical data. In Paladin, from the top menu, select Maintain > Data viewer. Select the Rewards tab. In the Brand field, select Ace. Change the Starting date to the date of the client’s choosing. Note: There may be a limit as to how far back the […]
External Sync of Inventory Items
Setting Paladin Configuration For external synchronization, the following must be done in Paladin Configuration by a Paladin TSR: In Paladin, from the main menu, select File > Setup. Select the ExternalSync tab. In the External Sync Configuration pane, select integration type from the Select Type list. In the General Settings pane, check Enable Synchronization. Click […]
Sale Lists
This article provides instruction and information on the following: How to create a Sale List Navigating between Sales and Pricing Plans How to make a Sale List inactive How to make a Sale List active Sale List filters How to export and import items in a sale (Sale List) using Excel How to create the […]
Transactions: Voids
This article provides instruction and information on the following: How to void a transaction Credit card processor cannot void a payment Failed VOID caused by a canceled payment card transaction How to create a Voided Transaction report How to create a Voided Credit Card Transaction report Voiding a transaction creates an SOH history entry How […]
Deliveries
Important Note: Mobile2Deliver must be set for Paladin delivery to be set up for client’s customers (Invoice/Quote). This article provides instruction and information on the following: How to add a delivery address and contact info to a customer account How to validate a customer’s delivery address (Avalara AvaTax™ accounts only) How to schedule a delivery […]
Suggested Order Report
The Suggested Order report is designed to help automate the process of sending purchase orders to vendors. It aggregates data from sales history and from item-level settings in Paladin’s Inventory module. The report is viewable as a PDF for informational purposes. The Suggested Order report can also generate a pending purchase order, thereby suggesting items […]
