Print sales signs

Knowledge Base, Setup

To print sales signs and reports: In Paladin, from the main menu, select File > Setup. Select the Sale List tab. If you need to find a particular sale, in the Search Sales pane, enter a Part Number, then click Search. In the Sales pane, select any of the following print options: To print a report […]

Automatic Print Later flag

Inventory, Knowledge Base, Process, Setup

The Print Later flag for inventory items identifies when items need a new bin tag. You can view or set this flag for any inventory item in Paladin’s Inventory module > General tab >  Item Information pane. Figure 1: Inventory module/General tab/Print Later checkbox The Print Later flag can also be set automatically when a […]

View last 100 invoices

Invoice/Quote, Knowledge Base, Process, Setup

In Paladin, you can see a list of recent invoices (up to 100) for a terminal or customer and quickly reprint or email an invoice in the list. If you have a customer selected in Paladin’s Invoice/Quote module, you will see the invoices for that customer from all terminals. Otherwise, you will see the last […]

Export employee list into Excel

Knowledge Base, Process, Reports, Setup

You can export employee information into a Microsoft Excel spreadsheet with the following columns: First name Last name ID Active status Figure 1: Excel spreadsheet columns To export the employee list into an Excel file: In Paladin, from the main menu, select File > Setup. Select the Employees tab. Below the list of employees, click […]

Printing receipts

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

This article provides instruction and information on the following: How to set up custom text on your receipts How to print a receipt from the Invoice Report How to print a receipt with a known part number How to print a receipt with a known customer name How to find and print a receipt without […]