With Triple E Technologies integration, you can sell fuel at gas pumps that are outside of your store front. Triple E Technologies integration lets you manage your customers’ Triple E fuel purchases and fuel inventory all within Paladin. Powered by Paladin’s EDI feature, this integration does the following:

  • Attaches Triple E invoices to Paladin customer accounts
  • Adds Triple E charge purchases to a customer’s account balance
  • Manages fuel quantities in your Paladin inventory

When you track fuel as a Paladin inventory item, you benefit from Paladin’s Market Driven Inventory Management™ system. This advanced technology forecasts future fuel needs based on your sales history and other relevant data with amazingly accurate results. These useful projections are calculated automatically and are always available to help you save money by ordering only what you need. 

This article covers the following:

Note: The first 5 bullet items must be implemented in order listed below.

How to set up Triple E integration

Note: Paladin Support must turn on the Triple E integration in your store (1-800-725-2346, option 2 or support@paladinpos.com)

  1. In Paladin, from the main menu, select File > Setup.
  2. Select the Suppliers tab.
  3. In the Suppliers pane, click New.
  4. In the Name box, enter: Triple E
  5. In the Account Number box, enter an unused supplier ID number.
  6. Check  EDI Supplier Services.
  7. In the EDI System Choice list, select Triple E.
  8. Discuss with the client which updates they want to accept from Triple E, and then select the corresponding option:
For this term Select Yes Select No
Update Descriptions

A Yes selection will result in Triple E being allowed to change any item description via EDI on any item that has Triple E listed as a Supplier.

If the store is running EDI with two or more Suppliers, then Triple E will only be allowed to change the item descriptions on items where Triple E has EDI Supplier Ownership. IE: When Triple E is listed as Supplier 1 on the item.

A No selection will result in Triple E not being allowed to change any item descriptions via EDI at all. Select this option if:
1) The store maintains their own product descriptions, and
2) Does not want to use any of Triple E’s product descriptions.
Update Departments

A Yes selection will result in Triple E being allowed to move items into Triple E’s department or commodity group categories via EDI on any item that has Triple E listed as a Supplier. Select this option if the store is following Triple E’s department or commodity group schema.

If the store is running EDI with two or more Suppliers, then Triple E will only be allowed to change the department or commodity group on items where Triple E has EDI Supplier Ownership. IE: When Triple E is listed as Supplier 1 on the item.

A No selection will result in Triple E not being allowed to change any department or commodity group categories via EDI at all. Select this option if:
1) The store is NOT following Triple E’s department or commodity group schema, and
2) Wants to use their own department categories.

If you select No, you will need to define a Default Department where all new Triple E items added to Paladin will be placed into. You may need to create a new department for this purpose unless the store has one already. Once that department has been created, enter that department’s ID number into the Default Department box.

Update Classes

A Yes selection will result in Triple E being allowed to move items into Triple E’s Class and Subclass categories via EDI on any item that has Triple E listed as a Supplier. Select this option if the store is following Triple E’s Class and Subclass schemas. If the store is accepting Department updates, they will usually be accepting Class and Subclass updates, though that is not always the case.

If the store is running EDI with two or more Suppliers, then Triple E will only be allowed to change the Class and Subclass on items where Triple E has EDI Supplier Ownership. IE: When Triple E is listed as Supplier 1 on the item.

A No selection will result in Triple E not being allowed to change any Class or Subclass categories via EDI at all. Select this option if:
1) The store is NOT following Triple E’s Class or Subclass categories, and
2) Wants to use their own Class or Subclass categories.
Departments Based On If the store is following Triple E’s Department schema and not Triple E’s Commodity Groups, then select Departments. If the store is following Triple E’s Department schema and not Triple E’s Commodity Groups, then select Departments.

9. Click Save.
10. In the Updated Retails pane, discuss the store’s preferred options in the Invoice section and in the Maintenance + Price Change section, then select one of the following:

For this Term This is the resulting function
Yes

A Yes selection will result in Triple E being allowed to change any item’s retail price via EDI on any item that has Triple E listed as a Supplier.

If the store is running EDI with two or more Suppliers, then Triple E will only be allowed to change the item’s retail price on items where Triple E has EDI Supplier Ownership. IE: When Triple E is listed as Supplier 1 on the item.

No A No selection will result in Triple E NOT being allowed to change any item’s retail price via EDI on any item that has Triple E listed as a Supplier.
Only if Higher An Only If Higher selection will result in Triple E only being allowed to change any item’s retail price via EDI if the retail price Triple E is trying to change the item to is higher than the existing retail price in Paladin. If the price Triple E is trying to change the item to is lower than the existing retail price in Paladin, the price change will be rejected.
Rounding A Rounding selection will result in Triple E only being allowed to change any item’s retail price via EDI if the item has a rounding scheme selected in the Pricing tab of the Inventory module. If Triple E attempts to change the retail price of an item without a rounding schema, the retail price will be rejected.
Rounding Only if Higher A Rounding Only If Higher selection will result in Triple E only being allowed to change any item’s retail price via EDI if:
1) The item has a rounding scheme selected in the Pricing tab of the Inventory module, and
2) If the retail price Triple E is trying to change the item to is higher than the existing retail price in Paladin.
Paladin will reject the price change if:
1) Triple E attempts to change the retail price of an item without a rounding schema, or
2) Triple E attempts to change the item to a lower retail price.

11. From the File menu, click Setup, and then click the Company tab.
12. In the EDI pane, verify that the Enable EDI checkbox is selected.
13. Click Save, and then click Close.
14. Tell the client to add Triple E account numbers to Paladin Point of Sale customer accounts as alternate IDs, and to create inventory items for each Triple E inventory item.

Important: This must be done before the client can import the Triple E invoice.

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Add Triple E account numbers to Paladin customer accounts

After the Triple E integration is turned on, and before you process Triple E invoice files, you must add customers’ Triple E account numbers to their Paladin customer accounts as alternate IDs. Triple E customer account numbers are used to associate invoices with Paladin customer accounts.

Alternate IDs are added to a customer account in the Customers module, on the Electronic tab. The following illustrates the process. 

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Create Triple E inventory items

To manage Triple E fuel quantities in Paladin, first select an existing department for Triple E items or create a new one. Then, create an inventory item for each Triple E inventory item, assign it to that department, and set the part number or alternate part number to match the Triple E part number.

Each new item must have a cost, quantity, and Triple E as the supplier. If you create Triple E transactions in Paladin, you must also set a price.

The following illustrates the how to create a Triple E item in the Inventory module. 

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Process Triple E invoices with the EDI system

Triple E invoice files are processed by the Paladin EDI system in the Inventory module. The Triple E invoice file must be accessible from the Paladin terminal where you perform EDI processing, and you must know the file location.

In the EDI Processing window, as each invoice is processed, status messages appear. When the process is complete, you can save or print a message log.

The following illustrates these EDI processing steps.

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View Triple E invoices in a customer’s sale history

After EDI processing completes, Triple E invoices that were associated with a customer account can be accessed in the customer’s sales history. This sales history is available in the Customers module, on the Credit tab. Click any invoice magnifying glass to view a copy of the invoice receipt with the Triple E invoice date and the date the invoice was attached in Paladin.

The following illustrate this process and shows an example invoice.

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Matching customer account is not found

If an invoice’s Triple E customer account number does not match a Triple E alternate ID in any Paladin customer account, the invoice is processed in one of the following ways:

  • If the fuel was purchased with a credit card, the invoice is added to the Cash Sale account with the account ID of 0. This account is designated for transactions with an unspecified customer account. The payment type (Pmt Type) will be set to IMPORT. You can view these invoices in the Cash Sale, 0 account’s sales history.
  • If the purchase was a charge transaction, a new customer account is created with the name Triple-E: ####, where #### is the Triple E account number. The Triple E account number is also included as an alternate ID

.

In the Customers module, you can view and change the name and information on these new customer accounts and/or merge the account with an existing customer account. 

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How to add a Triple E account number to a customer account

After the Triple E integration is turned on, you must create an alternate ID in Paladin to associate each Triple E customer account number with a Paladin customer account.

  1. In Paladin, on the top ribbon, select the Customers module.
  2. Search for and view the customer account.
  3. Click the Electronic tab.
  4. In the Alternate Customer IDs pane, click Edit ID Data.
  5. In the Enter Alt ID box, enter the customer’s Triple E account number.
  6. In the list of alternate ID options, select Triple-E.
  7. Click Add.
  8. Click Finish.

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How to create a Triple E inventory item

To manage Triple E fuel quantities in Paladin, first select an existing department for Triple E items or create a new one. Then, create an inventory item for each Triple E inventory item, assign it to this department, and then set the part number or alternate part number to match the Triple E part number. Each new item must have a cost, quantity, and Triple E as the supplier. To create Triple E transactions in Paladin, you must also set a price.

  1. In Paladin, on the top ribbon, select the Inventory module.
  2. On the bottom ribbon of the module, click Add Item.
  3. In the Part # box, enter the Triple E part number.
  4. In the Description box, enter a description for the item.
  5. In the Cost box, enter your cost per gallon. Up to three decimal places are accepted.
  6. Optional: In the Sell Price box, enter the price rounded to the nearest cent.
    Note: If you create Triple E transactions in the Invoice/Quote module, this step is required.
  7. In the SOH box, enter your current fuel quantity in gallons.
  8. In the Department list, select the department you want to use for Triple E items.
  9. Click Add.
  10. Click Order Control
  11. In the Suppliers pane, in the Supplier 1 list, select Triple-E.
  12. Click Save.

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How to use EDI to process Triple E files

The Triple E invoice file must be accessible from the Paladin terminal where you perform EDI processing, and you must know the file location. As each invoice is processed, status messages will appear. When the EDI processing is completed, you can view the progress notes and associated reports.

  1. In Paladin, on the top ribbon, select the Inventory module.
  2. On the bottom ribbon of the module, click EDI.
  3. In the EDI Processing window, click Browse and select the Triple E invoice file to import.
  4. Click Process EDI file.
  5. As the file is processed, progress notes appear in the window and state when EDI processing is complete.
  6. Optional: After EDI processing is complete, click Print log to view, save, or print the progress notes.
  7. Optional: Click Reporting to view associated reports.

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How to view a customer’s sale history and invoices

When EDI processing is completed, you can go to the customer’s sales history to see the Triple E invoices that are associated with the customer account.

  1. In Paladin, on the top ribbon, select the Customers module..
  2. Select the Credit tab.
  3. In the Sales History pane, click the Customer Friendly magnifying glass.
  4. In the Recent Sales History window, click an invoice magnifying glass to view a copy of the invoice receipt.

Note:

  • If an invoice’s Triple E customer account number does not match a Triple E alternate ID in any Paladin customer account, the invoice will be processed in one of the following ways:
    • Credit card transaction: The invoice will be added to the Cash Sale account with 0 (zero) as the ID for an unspecified customer account. The payment type (Pmt Type) will be set to IMPORT. You can view these invoices in the Cash Sale, 0 account’s sales history.
    • Charge transaction: A new customer account will be created with the name Triple-E: ####, where #### is the Triple E account number and the alternate ID number.
  • In the Customers module, you can view and change the name and information on these new customer accounts and/or merge the account with an existing customer account.
  • On a Revenue Report, imported Triple E revenue will be reported in the Coupon category.

    Tip: The Coupon category reports this revenue:

    • All imported transactions.
    • Transactions in Paladin that were not processed using one of these payment types: Cash, Charge, ACH, CHG Card (Credit Card) or Check.

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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: 5/20/22