Top ten most overlooked features in Paladin

At Paladin, we want to ensure you are getting the best experience with your Paladin Point of Sale system. We want to make sure you are equipped to have the most efficient and productive use of your time. Here are ten features that can help your business succeed and make using your Paladin Point of Sale system more effective.

Preset Reports

Reports can be set up to run automatically, especially overnight, and can be retrieved at any time. No more having to select report ranges or sorting options.

You can set up your end of month reports to automatically generate, saving you time when you need the information quickly. No more missing inventory reporting deadlines, everything you need will be ready for you at the push of a button.

E-mail Option

Did you know you could have an e-mail sent to your customer immediately at time of purchase? Our e-mail option allows you to send invoices to your customer for a faster record of transaction details. Before your customer leaves your store, they will have a receipt ready for them in their inbox.

Standard invoicing has numerous costs that quickly add up to your bottom line. Receipt paper, stamps and envelope costs can strain your overhead budget. Save time and money by automatically e-mailing statements and invoices during statement runs. Your customers will appreciate having their statement readily available in their e-email account and you both will appreciate working toward cutting costs associated with paper waste products. Healthier for the environment and your supplies budget.

Have regular purchase orders you send? Now you can send the purchase order automatically through e-mail when you need it to.

You also have the option to manually send invoices or statement copies upon request, anytime.

Recalling Past Invoices

It may not seem as important to be able to recall past invoices, but we make it easy to find just in case. You can now access past invoices readily through the Invoice/Quote Module instead of just the Customer Module.

Use the search feature to search by customer, part number, or customer & part number.

Setting Supplier Ratios

You want to make sure the supplies you order are the exact ratio that you need. You can order supplies using one UOM and sell them using another UOM.

For example: if you order 250 feet of an item, the purchase order actually orders 1 spool of 250 feet instead of 250 spools. Upon receiving the spools, the system converts 1 spool back to 250 feet for a SOH of 250.

It’s very easy to set the supplier ratio to make sure you order an accurate amount of items. You can also set up auto quantity discounts for bulk orders, where the cost decreases the more quantity is purchased.

This also works well for minimum order quantity requirements.

Add Alternate Part Number at Invoicing

A feature that has been overlooked, the ability to add an alternate part number at invoicing may be a much needed option for your business.

Currently, at invoicing, most of the time when you scan an item and the item comes up with a “part number not found” issue, that’s as far as the transaction can go.

This feature gives you another opportunity to search for a similar SKU that isn’t in the system. Take caution to thoroughly train your employees to handle this correctly so you don’t end up with items being associated with the wrong SKU.

New Customer Accounting Control

First to set up this feature, you’ll need to activate it in the Setup/Company tab. What this will do is trigger another line item in your employee setup tab so you can restrict employees from certain activities within the customer module.

Most of your customer’s private information will be grayed out. You can block out adding credit limits, for example. This also allows you to block out the profit button.

Special Orders

Many industries ranging from pharmaceutical to hardware to lumber can benefit from the ability to create a Special Order. One type of special order involves creating a custom item from scratch, whether it’s from compounding or combining multiple items into one package.

From Invoicing, the special order option can create new SKU(s) and sets 0 max quantity so no more can be ordered additionally. Any additional orders can be done manually. It can mark the new item as On-Hold and is tied to the customer. Also, it can create a pending Purchase Order for all suppliers in the system. The Special Order is then stored with the customer file.

New Quantity Discount Break “Fixed Ref Margins”

You’ve probably run into a scenario if you have multiple price discount breaks where if the price changes on the first line, it doesn’t proliferate down to change the next quantity discount break. This feature takes care of that issue.

Under the reference margin, you put a negative number in the reference field. Minus ten would be a ten percent off the single price for example. Now, any time that price changes, it’s going to proliferate down automatically for the quantity break in your EDI.

This eliminates the changing quantity discount pricing when a price change occurs. You can establish a percentage discount and never look back.

Kit Feature

With the kit feature, you can create kits for compounded items.

For example, to build a shed kit, you would add all of the items to the kit to create a single SKU. You can charge for each item separately or for one roll-up price.

You also have the option to hide items in a formula or recipe from the receipt.

This feature requires activation in the Setup/Company tab to enable kit functionality.

Integrated Web Browser

An integrated web browser allows you to recall a vendor site right at checkout for product information. You can see product pictures or even check inventory levels.

If you have items in the yard but the customer cannot carry them into the store, this allows you to show the customer the photo online to verify what they are purchasing. Which can also provide the SKU during checkout as well.

Employees only have access to vendor websites, not other non-work related websites to help with productivity. This feature is enabled in the Setup/Supplier tab.

Get started with these features!

Now that you know about the top ten most overlooked features in the Paladin Point of Sale system, you can integrate them easily into your business. For more information on how to set up each feature, or to get started with your own Paladin Point of Sale system, please give us a call at 1-800-725-2346!

by Paladin Staff

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