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 […]

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: Backup and copy a Paladin database to a USB drive Today’s Register Balance In Paladin, […]

Remote Stock Check

Commerce, Inventory, Knowledge Base, Process, Setup

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

Commerce, Knowledge Base, Policy, Process, Reports

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 […]

Processing BlockChyp returns onto a gift card

Commerce, Knowledge Base, Process, Setup

This article provides instruction and information on processing a return onto a gift card: Note: BlockChyp has their own gift cards. But, processors can white list so that gift cards under other brand can work on their system. In Paladin, on the top ribbon, select Invoice/Quote module. Optional: Add the customer account to the transaction. […]

Lengthy notes in Invoice/Quotes

Invoice/Quote, Knowledge Base, Process

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

Ace Hardware, Knowledge Base, Process, Setup

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

Inventory, Knowledge Base, Process, Reports, Setup

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

About, Commerce, Inventory, Invoice/Quote, Knowledge Base, Process, Setup

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 […]