January 2025 Release Guide

Features and Updates, New Features

New Features for Stores Include Transaction Details with mid-month statements Special Order Margin Calculator Use US Territories in customer addresses Include Transaction Details with mid-month statements To enhance customer relationship management, stores can now include transaction details with mid-month statements. More detailed information for the customer More accurate AR tracking To use this new feature, […]

Rewards: Exclude Special Orders from calculating rewards

Knowledge Base, Rewards

Note: This feature only applies to Ace Rewards, Rich Rewards, and Repeat Rewards. To exclude special orders from calculating rewards: In Paladin, from the main menu, select File > Setup. Select the Class tab. Create a new class named “SO Rewards Exclusion.” Click New. In the Name box, enter: SO Rewards Exclusion In the Class ID […]

Multi-Store: Remote Special Orders

Inventory, Knowledge Base, Setup

Note: This article is for multi-stores only. Note: Paladin’s best practice is only create special orders for the local store. In Paladin, from the main menu, select File > Setup. Select the Company tab. In the Special Orders pane, check Enable Multistore Special Order Functionality. Optional: Check Allow Special Orders to Create Customers Note: Each […]