Sale and pricing plan IDs for sale templates

Commerce, Knowledge Base, Process, Setup

When you export sale sign information from Paladin, pricing plan IDs and sale IDs are included for each sale item. You can use Microsoft Access templates to incorporate these values into your sale signs. The sale list ID has already been added to the Sale Sign 8 template. To download the latest Microsoft Access templates: […]

How to create a pricing plan with subclasses

Knowledge Base, Setup

You can create a pricing plan by subclass by defining a range of one or more subclasses. This flexibility lets you control pricing on smaller, and more specific, groups of items in your store. Open Paladin Point of Sale. On the File menu, click Setup. In the Paladin Configuration window, click the Pricing Plan tab. […]

Pricing plan subclasses

Knowledge Base, Process

Pricing plans by subclass are created by defining a range of one or more subclasses, in in the Paladin Configuration window, on the Pricing Plan tab. To specify the subclass range, enter start and end values in the Subclass Number Range Start and Subclass Number Range End boxes when you create a new pricing plan. […]

How to adjust Pricing Plans

Customers, Inventory, Invoice/Quote, Knowledge Base, Process

To view or edit a customer’s pricing plans: In Paladin, on the top ribbon, select the Customers module. Find and display the customer’s information in the Customers tab. On the bottom ribbon, click Adjust Pricing Plans. In the Adjust Pricing Plans window, you can view the Available Pricing Plans and Selected Pricing Plans. Make changes […]

Sale List and Pricing Plan filters

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

Sale List and Pricing Plan filters let you manage active sales more efficiently. When you select a filter, only those types of sale lists or pricing plans are displayed. The following table shows the types of sale lists and pricing plans that appear for each filter. Filter Sale list Pricing plan All All sale lists. […]

How to view and remove customers from pricing plans

Customers, Knowledge Base, Setup

To view or remove customers from pricing plans: In Paladin, from the main menu, select File > Setup. Select the Pricing Plan tab. The Customers with this pricing plan field displays a list of customers using a particular plan. To remove a customer from a pricing plan: Select a pricing plan from the Pricing Plans […]