» multi-store

Multi-store: Access to stores

Commerce, Knowledge Base, Process, Setup

When an employee wants to access another store of a multi-store configuration within Paladin, they must have the following access permissions: Manger override Enterprise Access Enterprise Configuration To set these in Paladin: From the main menu, select File > Setup. Select the Employees tab. Select the employee from the Employees list. In the Access Levels […]

Multi-Store: Remote Special Orders

Inventory, Knowledge Base, Setup

Note: This article is for multi-stores only. Note: Paladin’s best practice is only create special orders for the local store. In Paladin, from the main menu, select File > Setup. Select the Company tab. In the Special Orders pane, check Enable Multistore Special Order Functionality. Optional: Check Allow Special Orders to Create Customers Note: Each […]

Multi-Store: Recall quotes from another store and complete the purchase

Invoice/Quote, Knowledge Base, Policy, Process

Note: This feature only applies to multi-stores. This feature lets you recall, edit, and complete a quote that was created in a different store (remote quote). To access remote quotes: In Paladin, on the top ribbon, select the Invoice/Quote module. On the bottom ribbon of the module, click F6 Recall Transaction. In the Recall Transaction […]

Multi-store: Remote PO receiving safeguard

Knowledge Base, Process, Purchase Orders

Note: This feature is only for multi-stores that have the remote update feature turned on. If you want to turn on this feature, contact Paladin Customer Support. When you receive inventory for a different store, Paladin checks the connection to the remote store’s server to make sure it is working correctly. If there is a […]

Multi-store: Primary, Backup, and Remote servers

Knowledge Base, Policy, Process

When you start Paladin on a terminal in a multi-store environment, the terminal’s primary and backup database server settings are automatically synced with storewide defaults. This safeguard prevents a terminal from connecting to an incorrect server and eliminates potential costly troubleshooting. If a terminal, such as the backup server, requires custom primary and backup database […]

Multi-store: Data archiving

Backup, Best Practices, Knowledge Base, Policy, Process

Multi-store databases accumulate large quantities of data. Over time, this data will slow down your Paladin system. To ensure that your store runs efficiently, Paladin archives data that has a low likelihood of needing to be recalled. Data that is required to run a store is never archived. Setting up data archiving Note: Data archiving […]

Multi-store: Review stock information across stores

Invoice/Quote, Knowledge Base

Note: This feature is for multi-store clients only. In the Invoice/Quote module, you can review stock information at another store. In Paladin, on the top ribbon, select the Invoice/Quote module. Enter a part number in the Part Number box. Press Enter. Optional: On the bottom ribbon of the module, click F1 Advanced Lookup to find customer […]

Multi-store: Accounts Receivable

Invoice/Quote, Knowledge Base, Policy, Process

A customer can be “owned” by a store in a multi-store system, so that the sales activity at one store will not be included in the Accounts Receivable figures of the other stores. To do this, each store must maintain a separate profile for each customer and must generate month-end statements for each store. Note: […]

Multi-Store: Alternate Sales Report

Invoice/Quote, Knowledge Base, Multi-store, Reports, Setup

Note: This feature is Multi-store only. Multi-store Paladin clients have available the Alternate Sales report that accompanies end-of-month customer accounts receivable statements. The Alternate Sales report focuses on customer accounts that were defined with Open Item accounting systems. A historic component of open item accounting is to display every unpaid invoice and unapplied credit regardless […]

Multi-Store: Enable PO copy to other stores

Knowledge Base, Multi-store, Purchase Orders, Setup

A common function to many multi-store operations is to create a purchase order for one store and copy or duplicate the PO into other store’s pending purchase orders. In Paladin, purchase order creation is unchanged; you just need to set the Enable Copy PO To Other Stores function. If the feature has been enabled and […]

Multi-Store: Store Zero (0) parameters

Inventory, Knowledge Base, Multi-store, Process, Setup

Note: This KBA is for multi-stores only. Paladin maintains a master copy of all inventory items. Paladin maintains this data as belonging to Store 0. Anytime there is a change in physical locations to the Corporate location, data is stored for Store 0. For a multi-store client, each store maintains a significant amount of store-specific […]

Multi-Store: RF unit limited to local store

Invoice/Quote, Knowledge Base, Multi-store, Policy, Process, Purchase Orders

Note: This article is for multi-stores only. All RF units automatically disconnect if a user on the RF hosting terminal logs into another store. While the hosting terminal is connected to a distant store, the F8 RF Unit button is grayed out.

Multi-Store: Single item transfer credit PO

Inventory, Invoice/Quote, Knowledge Base, Multi-store, Process, Purchase Orders, Setup

Note: This KBA is only for use with a multi-store client. Note: The single item transfer system is no longer automated. If this feature is enabled, the invoice and inventory screen transfer functions will no longer deduct the transferred quantity from the supplying store. Instead, a credit PO is created in the requesting supply store […]