MBF, MFS, Ton, and Order Multiples
In Paladin, you can view item costs in different units, such as thousand board feet (MBF), thousand square foot (MSF), tons, and order multiples. This information can be viewed in both Paladin’s Inventory and PO modules. This feature is especially useful for products that are priced by suppliers in a different unit of measure than […]
Markup and margin calculator
In business, the markup is the price spread between the cost to produce a good or service and its selling price. In order to ensure a profit and recover the costs to create a product or service, producers must add a markup to their total costs. In business, margins are the differences between the price of a […]
Transactions: Payment types
Note: When performing a transaction, process gift cards or Flex (FSA) cards first to determine if there will be a balance due via another payment type. Transactions are done in Paladin’s Invoice/Quote module. In Paladin, on the top ribbon, select the Invoice/Quote module. Scan or enter a part number in the Part Number box. Press […]
Set up Gmail 2-step Verification and generate an app specific password for Paladin
To set 2-Step verification in Gmail: In Google Gmail: Sign into your Gmail account. In the upper right-hand corner of your browser, click the round icon that shows the first letter of your name. Note: This may be a picture if you have added one to your Gmail account. Select Manage your Google Account. In […]
Profit Analyst
Profit Analyst lets you view average cost and market cost profits and margins for any line item in your invoice or quote along with the invoice or quote total. As you make changes on the invoice, Profit Analyst shows you the resulting margin and profit values. All values are pre-tax (subtotal) values. This article provides […]
Rich Rewards
This article provides instruction and information on the following: How to show store info on Rich Rewards coupons Rich Rewards point balance shown to cashier and on receipts How to set up prompts for Rich Rewards ID at checkout How to exclude Rich Rewards items by department or class How to rebrand the Rich Rewards […]
Account Summary report
The Account Summary Report now auto-generates when month-end statements are run. With this, the report will not be available until the after the statement run. Note: All information in the Account Summary report is pulled from the Customer account settings in Paladin. No other configuration parameters are necessary. To access the report after month-end statements […]
BlockChyp: Adjustments
Volume on Equinox LUXE 8500i device Important: In order to remind customers to remove their credit card from the device, you need to ensure the volume is set to maximum on the Equinox LUXE 8500i device. To adjust the volume: On the Equinox LUXE 8500i device, hold down the magnifying glass button for 3 seconds […]
Guidelines to using SaferPayments for PCI compliance
The Payment Card Industry Data Security Standard (PCI-DSS) aims to enhance security for consumers by setting guidelines for any company that accepts, stores, processes, or transmits credit card information regardless of the number of transactions or the size of those transactions. If a Paladin client uses WorldPay for their credit card processor, they will have […]
General Ledger (GL) Summary
This article provides information and instruction on the following: Paladin accounting software integrations Paladin General Ledger categories Options to itemize/filter revenue data General Ledger Summary export option How to add accounting software account names/numbers to the General Ledger Summary Report General Ledger account export file names are editable How to reconcile the Inventory Valuation Summary […]
Yard Orders
This article provides instruction and information on the following: Pick up order enhancement Pick up order by location Pick up order printer control Pick up order printer tray control Pick up ticket as a receipt Pick up order enhancement Inventory Locations are displayed on Yard Order/Pick Up Order forms. A column on the right side […]
Cash Drawers
This article provides instruction and information on the following: Purchasing and setting up cash drawers How to set cash drawer control How to open the cash drawer from the keyboard Cash drawer control for zero dollar sales Purchasing and setting up cash drawers You can purchase the following types of cash drawers from Paladin: Economical […]
Restore/activate an inventory item
In Paladin, you are able to inactivate inventory items. During the process, the word “delete” is used instead of “inactivate.” Rest assured, no inventory items are “deleted’ and can be made active again. In Paladin, the word “restore” is used. To restore/activate an inventory item: In Paladin, on the top ribbon, select the Inventory module. […]
Delete (inactivate) an inventory item
In Paladin, you can delete an inventory item. When an inventory item is “deleted”, it is not permanently deleted; it is just put in an inactive state. The inventory item can be restored/activated. Note: To restore/activate an inventory item, see Restore/activate an inventory item To delete/inactivate an inventory item: Note: When deleting an inventory item […]
Backup and copy a Paladin database to a USB drive
This article provides instruction and information on the following: Backing up a database Transferring the database backup to a USB drive Backing up a database Plug the USB Drive into your computer (Terminal-1). Be sure to use the blue USB port on the front of the computer. Note: If a new window opens after plugging […]
