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Insert subtotals on an invoice
The Insert Subtotal option allows customers to break their invoices in to job categories (electrical, plumbing, etc.), or by their clients/jobs (West job, John Doe, etc.). You must enter, in sequence, the items you want for a subtotal. When done entering items in sequence, you need to enter at least one item that is not […]
Ace Hardware: Upload Paladin customer account information to Ace Hardware Corporate
To make sure your Ace Rewards customers are synced with Ace Hardware Corporate, you can upload Paladin customer account information for your enrolled Ace Reward customers at any time. Customer type selections are included in this upload. To upload Paladin customer account information to Ace Hardware Corporate: In Paladin, on the top menu, select […]
Design/create a BOGO promotion
Buy One Get One (BOGO) has become one of the most popular and often used acronyms in the retail lexicon, and Buy One Get One is one of the most effective sales promotions in the business. Research shows that 93% of shoppers admit to taking advantage of a BOGO sale, and 66% of them prefer […]
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Recall Transaction: Search quotes and transactions with custom sort options
Paladin has a feature lets you choose how quotes (and other recalled transactions) are initially sorted in the Recall Transaction window. With this feature, you can choose from the following default sort order options: Sort transactions alphabetically by name Sort transactions by date from newest to oldest (This is the default.) To recall a transaction: […]
Repeat Rewards: First and Last name requirement
In Paladin’s Invoice/Quote module. when you sign up a new Repeat Rewards customer or connect a customer with their Repeat Rewards account, the First Name and Last Name values are automatically entered. Figure 1: RepeatRewards customer information However, in the Customers module, if you try to add a RepeatRewards ID to a customer using the […]
Prevent manual discounts from applying to Net items
You can prevent an inventory item from being automatically discounted by checking Net on top of the Pricing Levels pane in the Pricing tab of Paladin’s Inventory module. Figure 1: Net checkbox in Pricing tab of the Inventory module When you press F4 Discount Item in the Invoice/Quote module to apply a percentage discount to an […]
Transaction Report: View per-item prices for quantity discount transactions
When an item is sold in a discounted quantity, a Paladin Configuration option can be set so that the calculated price per item will show instead of the quantity discount price in the Transaction report. For example, if the price to purchase an item quantity of 2 is $25, and the new option is turned […]
Transaction Report: Excel option skips account payments
When you use the Transaction Report to analyze sales revenue, account payments can skew your calculations. To help, Paladin provides an Excel version of the Transaction Report with the Skip account payments option, that when checked, excludes customer payments from the report results. To run the Excel version of the Transaction Report to skip […]
Pharmacy: Consultation signatures
When this feature is set up, sales representatives can identify the status of a pharmacy consultation provided to a customer. The status will be a permanent record on the customer invoice, the pharmacist’s employee record, and in the store’s data. Paladin will associate the pharmacist’s signature with the consultation results. When a Transaction Report is […]
Master Report
The Master Report lets you view and analyze a year’s worth of sales history by item in weekly or four-week time periods. Weekly reports provide 52 weeks of data, and four-week interval reports provide data for 13 four-week intervals. To create a Master Report: In Paladin, on the top ribbon, select the Reports module. In […]
Print and share customer data using Excel
The View in Excel feature automatically creates an Excel view of frequently requested customer data, eliminating the need to transcribe the information manually. From Excel, you can easily print, email, and share this information with the customer or other software programs. The View in Excel feature is available when you edit the following customer data: […]
Manage obscure inventory access
Many suppliers provide an all-item catalog that can be imported into Paladin using an Electronic Data Interchange (EDI) process. Catalog items that are not in active inventory are called obscure inventory items. If your store is set up with EDI, you can follow these steps: In Paladin, from the main menu, select File > Setup. […]
