Perform the following steps as part of the FastBound integration setup process. This process can be time intensive. STEP F will likely take you the most time. Do not start these tasks until Paladin Support has instructed you to start.

  • STEP A: In Paladin, set up A&D firearm inventory items
  • STEP B: In Paladin, add serial numbers to A&D firearm inventory items
  • STEP C: In Paladin, create inventory items for any fees, such as background checks and transfer fees
  • STEP D: In FastBound, add FFL and other entities that supply you with firearms as FastBound contacts
  • STEP E: In Paladin, create firearm suppliers
  • STEP F: Acquire firearm inventory in FastBound and set up links between FastBound and Paladin
  • STEP G: Submit a Help Request to turn on the integration

Before you begin, Paladin must have performed these steps with you:

  • Turn on serialization.
  • Create a department for A&D firearms.
  • Create a class for firearms A&D firearms
  • Setup and verify the connection between FastBound and Paladin.

STEP A: Set up A&D firearm inventory items in Paladin

In this step, you will turn on serialization and assign the designated firearms class to each A&D firearm item (part #) in your inventory. If a firearm inventory item does not exist, you will create it.

  1. If you don’t know your designated A&D firearm class, go to File menu > Setup > Firearms tab and note the Firearms Class ID.
  2. Open the Inventory module.
  3. For each A&D firearm that you sell, do this:
    1. Open the inventory item.
      Note: If it doesn’t exist, press F2 (Add Item) to create it and set SOH to zero, even if you have this firearm in stock. To ensure that your costs and margins are computed correctly, it is best practice to update your SOH by receiving a purchase order. Make a note to receive items later, in the PO module, if needed.
    2. Click the General tab.
    3. In the Class pane, select the A&D firearms class in any column.
    4. In the Item Information pane (gray title bar), select the Serial# checkbox. This turns on serialization for this item.
    5. In the in the Item Information pane, in the Dept list, select the firearms department.
    6. Click Save or press F12 to update the item.
    7. Repeat these steps for each A&D firearm inventory item.

STEP B: Add serial numbers to A&D firearms in Paladin

In this step, you will enter serial numbers for the A&D firearm items in your store.

  1. Open the Inventory module.
  2. For each A&D firearm that you sell, do this:
    1. Open the A&D firearm item.
    2. Click Serial # & Alt Part # or press F6.
    3. Select Serial #.
    4. Add the serial numbers for the item. The quantity you add should equal your stock on hand (SOH).
      Tip: If the number of serial numbers does not match the item’s SOH, a yellow triangle icon with an exclamation point will appear next the item’s Stock On Hand value.
    5. When you are done, click Finish or press F12 to save your changes.
    6. Click Save or press F12 to update the inventory item.

STEP C: Create inventory items for any fees, such as background checks and transfer fees in Paladin

If you charge set fees for firearms, such as a background check fee, create an inventory item for the fee in Paladin and set the non-inventory status. The non-inventory status is used for non-tangible products with no stock on hand and zero cost basis.

Perform these steps for each fee.

  1. Open the Inventory module.
  2. Click Add Item or press F2.
  3. Enter the required information for the fee. The Part # can be an ID that is easy to remember. Set the Cost, and SOH to zero.
  4. Click Add or press F12 to create the item.
  5. With the new item open, click the General tab.
  6. In the in the Item Information pane (gray title bar), select the Non-inventory checkbox.
  7. If the fee is not taxable, click the Pricing tab and clear the Non-Taxable checkbox.
  8. Click Save or press F12.

STEP D: In FastBound, add FFL and other entities that supply you with firearms as FastBound Contacts

In FastBound, create contacts for all FFLs and organizations that supply your store with firearms. You will select from these contacts when you enter the acquisition information for each firearm in your inventory in STEP D.

Note: If you need help with this task, contact FastBound.

STEP E: In Paladin, create firearm suppliers

IMPORTANT: The firearm suppliers in Paladin are NOT linked to your FastBound Contacts. They will be used in the PO module to receive firearms in Paladin.

To create a supplier in Paladin:

  1. In Paladin, on the File menu, click Setup.
  2. Click the Suppliers tab.
  3. For each firearm supplier, do this:
    1. In the Suppliers pane, click New.
    2. Enter the supplier Name.
    3. Enter an unused Supplier Number.
    4. Optional: Enter additional information as desired.
    5. Click Save.
  4. Close the Paladin Configuration window.
  5. Close and restart Paladin.

STEP F: Acquire firearm inventory in FastBound and set up links between FastBound and Paladin

This step runs a series of reconciliation tools that will acquire your firearm inventory in FastBound and establish links between the FastBound acquisition records and your firearm inventory in Paladin. The links are unique keys that combine the part # in Paladin and the firearm serial number. When you sell an item in Paladin, this link allows Paladin to collect and send disposition data to FastBound, so FastBound can dispose the firearm.

This setup step is the most time intensive.

To get started:

  1. In Paladin, on the File menu, click Setup.
  2. Click the Firearms tab.
  3. Scroll to the Firearms Reconciliation pane.
  4. Continue to the next procedure (Firearms Reconciliation Part 1).

Firearms Reconciliation Part 1: Link FastBound Firearms to Paladin

This tool find firearms that are acquired in FastBound but that are not linked to a Paladin inventory item. This step is primarily for stores that were already using FastBound as a standalone application before converting to this integration. For most stores, this tool will return no results, which is expected. However, all stores must confirm that part 1 returns no results before continuing to part 2.

Firearms Reconciliation Part 1 procedure:

  1. In the FastBound Reconciliation Part 1 pane, click Find Unlinked Items.
  2. If you see this message—No Unknown Items Found—you are done with part 1 and can continue to FastBound Reconciliation Part 2 (next procedure). Otherwise, continue with this procedure.
  3. Select the Paladin Part Number corresponding to each serial number returned.
    Notes: 

    • If the part # does not exist, you can click Create Part Number to create a new firearm part # in Paladin and it will immediately appear in the Paladin Part Number list.
    • If there are many items in this list and you are not sure of the part #’s, considering creating a Serial Number List report for the firearms class which will shows serial numbers and their part #. You will have to exit the Paladin Configuration window to run the report.

      How to set up the FastBound integration client process screenshot

  4. Click Link Firearms to create the links.
    Note: If you select a Paladin Part Number for a serial number, and the serial number is not recorded on the part number, you will be prompted to add it.

    • If you accept, the serial number will be added to inventory item (part #) without affecting the stock on hand.
    • If you decline to investigate further, the item will continue to appear when you click Find Unlinked Firearms.
  5. When Find Unlinked Firearms returns no results, proceed to FastBound Reconciliation Part 2 (next procedure).

FastBound Reconciliation Part 2: Add Paladin Firearms to FastBound

During this setup step, Paladin collect acquisition details for the firearms in your Paladin inventory and then acquire them in FastBound. Depending on the number of firearms in your store, this can take time.

If you sell a firearm while you are performing this initialization process, and the firearm is acquired in FastBound, you must dispose of it manually in FastBound. Later, when initialization is complete and the integration is fully enabled, Paladin will automatically dispose of firearms in FastBound at the time of sale.

FastBound Reconciliation Part 2 procedure:

  1. Part 2 has two options for acquiring your firearm inventory into FastBound. You can use either option or switch between them.
    • Part 2: Option 1: Click Add Firearms to FastBound.
      This option steps through each firearm inventory item (part #), collects acquisition details for the serial numbers that have not been acquired in FastBound. This data is then sent to FastBound to create the electronic acquisition record.
      Tip: If you need more information for an item, click Skip in the upper left corner of the window to go to the next item.
    • Part 2: Option 2: Enter a Serial Number and click Add Item to FastBound.
      This option collects acquisition details for any serial number you enter. The serial number must be recorded in a Paladin firearm item (part #). You may find this option helpful if you are entering information from a paper bound book.
  2. You are done when you click Add Firearms to FastBound and this message appears: All Paladin firearms have been entered into FastBound

Note: A third tool—FastBound Reconciliation Part 3: Add Firearms to both Paladin and FastBound—is also available. If for some reason, a firearm serial number was not recorded in Paladin, you can use this tool to add the serial number in Paladin, collect the acquisition details and acquire the firearm in FastBound. This is shortcut for adding the serial number to the inventory item and then running Part 2 to acquire the firearm into FastBound.

STEP G: Submit a Help Request to turn on the integration

After you have acquired all your firearms into FastBound, submit a Help Request to turn on the FastBound integration.

To submit a Help Request in Paladin, do this:

  1. On the Help menu, select Support > Submit a Help Request.
  2. Fill out the form and in the Description box, tell us that you have completed the setup steps and are ready to turn on the FastBound integration.
  3. A Paladin Support representative will contact you.

If you have questions or suggestions about this information, contact support@paladinpos.com.

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 10/16/21