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...

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...

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...

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...

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...

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...