Paladin Helps Manage Customer Jobs
Paladin’s payment management feature helps stores effectively manage customer jobs and apply payments to a customer’s various projects.
Safeguard: Manager override when Tax flag disabled in Invoice/Quote
To avoid the tax flag from being disabled when processing a transaction in Paladin’s Invoice/Quote module, manager approval is required in order to uncheck the Tax box. For the tax flag to be active or disabled for all items, the top checkbox is used. For the tax flag to be active or disabled for individual […]
Datalogic SCAN4100BT Battery replacement
The following link takes you to a video on how to replace a battery on the Datalogic SCAN4100BT. Gryphon I GM4100/GBT4100 – Replacing the Battery – YouTube
Identifying suppliers by assigning part number strings
For clients to recognize what supplier is providing parts to their stores, they need to perform the following: In Paladin, from the main menu, select File > Setup. Select the Supplier tab. From the Suppliers list, select a supplier. This populates the information for the suppler (i.e., Name, Supplier Number, Address, and so on). In […]
Create a stored purchase order from an invoice/quote
Purchase orders (POs) can be created from an invoice/quote and be stored for review. For every selected item in the invoice/quote, a PO will be created for each unique supplier. When a PO is created from an invoice/quote, the account name and account number are put in a note at the top of the PO. […]
Buy Down Quote Report
The Buy Down Quote report is in an Excel format generated in Paladin’s Invoice/Quote module. Before being able to generate this report, you must first: Create a quote, refer to the How to create a quote section in the Quotes KBA. Turn the quote into an order: Order Manager: Turn quotes into orders Once you […]
Lengthy notes in Invoice/Quotes
Before this feature, writing a note in an invoice/quote was limited to 62 characters. Now, lengthy notes can be pasted into a Note field, which holds 48 characters, with the remaining characters flowing into the next Note field. Note: This can only be done by copying and pasting the text. In Paladin, on the top […]
EDI Integrations
The following is an alphabetical listing of Paladin EDI integrations: Note: For dual EDI functionality and restrictions, refer to the Dual EDI KBA Paladin EDI Integrations Ace Hardware Cencora (formerly Amerisource Bergen) Associated Food Services (AFS) Benjamin Moore Blish-Mize Bostwick-Braun Buttery Cardinal Health Do It Best Emery Jensen Distribution (EJD) House Hasson McKesson Orgill SynTech […]
Ace Hardware: Upload historical data
Note: The following is only for clients that want historical data. In Paladin, from the top menu, select Maintain > Data viewer. Select the Rewards tab. In the Brand field, select Ace. Change the Starting date to the date of the client’s choosing. Note: There may be a limit as to how far back the […]
EDI Masked Item Report
This report (in PDF format) shows the EDI LOCKS enabled within your system. Part numbers and Descriptions are included on this report. In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > General. In the Report List pane, select EDI MASKED ITEM REPORT. In the Choose Report […]
Paladin Best Practices: Optimize EDI Reports with Excel Worksheets
Every time stores receive orders they come with a myriad of changes. All that information is contained in EDI reports. Chief Experience Officer Charles Owen shows you how using Excel worksheets to view these reports will improve your store’s efficiency and accuracy.
Manually print Month-End statements
The process of creating and printing month-end statements has evolved in Paladin. With build 5119 and higher, a new month-end statements process has been implemented. Month-end statements now process automatically overnight on the day of the month the previous statement run was performed (Note: A different date can be set). The statement generation process is […]
Period Comparative Revenue Report
With the Period Comparative Revenue report, you can quickly identify revenue sources for the date range that you select. In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > Revenue. In the Report List pane, click Period Comparative Revenue. Note: You can also click the following […]
Month-end statements
This article provides instruction and information on the following: Automatic Month-end Statement process Benefits and changes Enhanced Month-end statements functionality Multi-store setup and requirements How to run Month-end statements Manual statement run Account Summary Report How to reverse a Month-end statement How to save Month-end statements for bulk mailing Automatic Month-end Statement process Paladin is […]
Paladin’s Enhanced Statement Features Guaranteed to Simplify Your Life
Paladin’s automatic statements processing lets you schedule a time for the statements to process overnight so they are ready to be printed or emailed the following day.
