Collect on Delivery (COD) User’s Guide
Knowledge Base
The collect on delivery (COD) feature allows your customers to pay for purchases when they are delivered. The payment option is available when you use the Schedule Delivery feature in these scenarios: A customer has no store credit A customer exceeds their store...
The collect on delivery (COD) feature allows your customers to pay for purchases when they are delivered. The payment option is available when you use the Schedule Delivery feature in these scenarios: A customer has no store credit A customer exceeds their store...
How to set up percentage discount for a customer
Customers, Knowledge Base, Setup
This procedure shows you how to apply an overall percentage discount to a customer’s account balance. If you prefer a more flexible approach, you can set up trade discounts that can be limited to specific departments or classes and that are also applied to individual...
This procedure shows you how to apply an overall percentage discount to a customer’s account balance. If you prefer a more flexible approach, you can set up trade discounts that can be limited to specific departments or classes and that are also applied to individual...
How to set up and apply trade discounts for customers
Customers, Knowledge Base, Setup
Trade discounts give your best customers a discount on their monthly statement. Trade discounts are set up as pricing plans. This allows you to selectively discount specific departments or classes and require that the discount meets the minimum margin for each item....
Trade discounts give your best customers a discount on their monthly statement. Trade discounts are set up as pricing plans. This allows you to selectively discount specific departments or classes and require that the discount meets the minimum margin for each item....
How to set up a prompt payment discount
Customers, Knowledge Base, Setup
Prompt payment discounts encourage your customers to pay their account balance quickly. To apply a prompt payment discount, you must apply the discount to each individual customer account. Discounts can be applied in two ways: Trade discounts: These discounts use the...
Prompt payment discounts encourage your customers to pay their account balance quickly. To apply a prompt payment discount, you must apply the discount to each individual customer account. Discounts can be applied in two ways: Trade discounts: These discounts use the...
Paladin Settings: Receivables tab
Knowledge Base, Setup
The Receivables settings control how monthly statements are generated in Paladin. To access these settings, in Paladin, on the File menu, click Setup and then click the Receivables tab. Setting Description Enable Statement Generation Turns on...
The Receivables settings control how monthly statements are generated in Paladin. To access these settings, in Paladin, on the File menu, click Setup and then click the Receivables tab. Setting Description Enable Statement Generation Turns on...
Overview: Paladin General Ledger (GL) categories
Knowledge Base, Overview
You can export general ledger data from Paladin to your accounting software. This export can be done automatically by using an Paladin accounting integration for QuickBooks, Sage 50cloud or Microsoft Dynamics GP, or you can do it manually . This article defines the...
You can export general ledger data from Paladin to your accounting software. This export can be done automatically by using an Paladin accounting integration for QuickBooks, Sage 50cloud or Microsoft Dynamics GP, or you can do it manually . This article defines the...
Best Practice: Volusion integration Do’s and Don’ts
Best Practices, Integration, Knowledge Base
Follow these guidelines when using the Volusion integration. IMPORTANT: DO NOT change the “Status” of a Volusion transaction. If you change the status, a duplicate invoice is created in Paladin. DO click ORDER COMPLETE when are finished with an...
Follow these guidelines when using the Volusion integration. IMPORTANT: DO NOT change the “Status” of a Volusion transaction. If you change the status, a duplicate invoice is created in Paladin. DO click ORDER COMPLETE when are finished with an...
How to remove older quotes automatically
Knowledge Base, Setup
IMPORTANT: Deleted quotes cannot be restored. The utility that deletes old quotes based on your criteria runs once a week. To delete quotes automatically after a set number of days, do this: On the File menu, click Setup. Click the Invoice (Store) tab. In the Delete...
IMPORTANT: Deleted quotes cannot be restored. The utility that deletes old quotes based on your criteria runs once a week. To delete quotes automatically after a set number of days, do this: On the File menu, click Setup. Click the Invoice (Store) tab. In the Delete...
Overview: Dynamics GP Accounting Integration
Integration, Knowledge Base
Eliminate the time-consuming process of transferring your daily financial activity summary and create invoices for received inventory in Microsoft Dynamics GP. No muss, no fuss, no manual entry. Our integration transfers the day’s general ledger activity summary to...
Eliminate the time-consuming process of transferring your daily financial activity summary and create invoices for received inventory in Microsoft Dynamics GP. No muss, no fuss, no manual entry. Our integration transfers the day’s general ledger activity summary to...
Troubleshooting: Image error on statements
Knowledge Base, Troubleshoot
Issue: When you open a PDF statement, the store logo does not appear and this happens: In Adobe Acrobat, this message appears: “Insufficient data for an image” In Foxit Reader, a black box appears in place of the store logo. Solution: Remove and reupload...
Issue: When you open a PDF statement, the store logo does not appear and this happens: In Adobe Acrobat, this message appears: “Insufficient data for an image” In Foxit Reader, a black box appears in place of the store logo. Solution: Remove and reupload...
How to turn off Excel attachments for emailed statements
Knowledge Base, Setup
By default, email statements include a PDF statement and an Excel spreadsheet with this information on separate tabs: Statement Information – store information and statement summary. All Transactions – an itemized list of the customer’s transactions organized by...
By default, email statements include a PDF statement and an Excel spreadsheet with this information on separate tabs: Statement Information – store information and statement summary. All Transactions – an itemized list of the customer’s transactions organized by...
How AOS (Acehardware.com Order System) integrates with Paladin
Ace Hardware, Knowledge Base
Paladin Point of Sale is fully integrated with the Acehardware.com Order System (AOS) to support “buy online, pick up in store” purchases. All in-store pick up transactions occur in AOS, and your Paladin Point of Sale database is updated automatically by...
Paladin Point of Sale is fully integrated with the Acehardware.com Order System (AOS) to support “buy online, pick up in store” purchases. All in-store pick up transactions occur in AOS, and your Paladin Point of Sale database is updated automatically by...
EDI: EJD: How to send and receive files
EDI, Knowledge Base
This article contains these procedures: How to send a purchase order to EJD How to download and process EJD EDI files How to send a purchase order to EJD On the top ribbon, click the PO module or press Alt + 4. In the Purchase Order tab, do one of the following...
This article contains these procedures: How to send a purchase order to EJD How to download and process EJD EDI files How to send a purchase order to EJD On the top ribbon, click the PO module or press Alt + 4. In the Purchase Order tab, do one of the following...
How to assign Sage 50Cloud Accounting GL accounts to Paladin accounting categories
Knowledge Base, Reports, Setup
Before you can set up the Sage 50Cloud Accounting integration, you must assign Sage50 account numbers or names to the Paladin accounting categories. On the File menu, click Setup. Click the Accounting tab. For each accounting category, enter the corresponding Sage...
Before you can set up the Sage 50Cloud Accounting integration, you must assign Sage50 account numbers or names to the Paladin accounting categories. On the File menu, click Setup. Click the Accounting tab. For each accounting category, enter the corresponding Sage...
How to create a pick list for outstanding order items
Invoice/Quote, Knowledge Base
The Pick List report provides a list of outstanding order items sorted by order in Excel. Order item details include unsold item quantities, prices and more. Provide this list to your fulfillment department or use it for easy reference. Tip To learn more about...
The Pick List report provides a list of outstanding order items sorted by order in Excel. Order item details include unsold item quantities, prices and more. Provide this list to your fulfillment department or use it for easy reference. Tip To learn more about...