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 […]
Enhanced Voiding Invoices
Stores occasionally need to void previously completed invoices, including Account Payments. Voids should conform to accounting best practices and allow stores to balance all revenue types. They should also provide traceability for enhanced fraud detection. With this update, stores now have enhanced capability to do this. Paladin’s updated voids feature provides the following benefits and […]
Deliveries
Important Note: Mobile2Deliver must be set for Paladin delivery to be set up for client’s customers (Invoice/Quote). Note: This feature is available in build 7397.1 or higher. Stores providing delivery service to business customers need to track delivery addresses at a project level; and in the increasingly complex world of sales tax, they frequently need […]
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 […]
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 […]
