Stock on Hand and Shrinkage History record
To analyze and reconcile and item’s stock on hand (SOH) changes, you need to know the initial SOH value when the item was added to your inventory. In Paladin, the SOH history and Shrinkage history record an item’s SOH changes over time due to inventory counting and receiving. In Paladin’s Inventory module, when a new […]
Increase loyalty program enrollment
As a Paladin client, you have access to a variety of full-featured and easy-to-use rewards programs that integrate seamlessly with Paladin. Why is a customer loyalty program important? It’s simple: You’ll make more money. Loyalty programs foster good relationships with your best customers. According to Northwestern University’s Center for Retail Management, only about 15% of […]
Pharmacy: Simultaneous support for multiple Rx systems
Pharmacies that use more than one dispensing system gain greater efficiency and enhanced customer service with Paladin’s support for simultaneous multiple pharmacy integration. This powerful enhancement automates the exchange of customer and Rx information between multiple pharmacy systems and Paladin including customer rewards and address information. How it works When this feature is set up, […]
On hold transactions retain original prices
Paladin always shows the original item price when you recall an on hold transaction. To put items on hold: In Paladin, on the top ribbon, select the Invoice/Quote module. Add items to an invoice. Click F6 Store Transaction, On the top of the Store Transaction window, enable On Hold. In the Name box, enter a […]
Prompt Payment discount
Prompt payment discounts encourage customers to pay their bill on time and increases customer satisfaction. Paladin’s Prompt Payment setting lets you set the date each month when prompt payment discounts are no longer accepted. For example, if you set this date to 15, prompt payment discounts will only be accepted if the customer pays their […]
Sell items over time with Order Manager
Do you create quotes for customer orders, and then face the tedious task of tracking their sales? Are you spending valuable time looking up quoted prices and managing sold and unsold quantities? If so, our new Order Manager was designed for you.
Transaction Report – Excel
Up to 31 days of transaction data can be viewed in an Excel spreadsheet with the Transaction Report – Excel report option. If you want to analyze, sort, or filter transaction data, this report is designed for you. This article provides instruction and information on the following: Set up Report values (columns) Schedule a Transaction […]
Customer purchase history – Excel
To view and analyze a customer’s purchase history (and account payment history for your charge customers) in Excel, Paladin has two report options. Report Detail Report Summary Instructions on viewing these reports are provided in: How to view Report Summary and Report Details Report Detail This option gives line item details for each item purchased […]
Ace Rewards: New member customer type list
In Paladin’s Invoice/Quote module, when you sign up a new Ace Rewards member, a list of Ace customer types opens, and you must select one. Note: Although not highlighted or showing a red asterisk beside the list, this step is not optional. You must assign a customer type. Note: The customer types for Ace stores […]
Alternate part number safeguard: Obscure inventory items
Alternate part numbers let you maintain a single inventory item in Paladin when you buy that item from multiple suppliers. During invoicing, an item can be retrieved by any of its part numbers, primary or alternate. To help protect you from associating unlike items when you manually add alternate part numbers, there is a safeguard. […]
Automated Check Handling
With Automated Check Handling (ACH), clients can save time and seamlessly process checks with electronic bank account deposits. When a customer pays by check, this time-saving feature transfers the transaction amount overnight using the customer’s bank account information on file or check information entered at checkout. During invoicing, if a customer is selected, check information […]
Speed up checkouts with a scannable reference book
Learn how to create a reference book of images that identifies untagged items and gives them an associated barcode. The next time a customer approaches the counter with an unmarked item, be ready to expedite checkout for both cashiers and customers.
Create price harmony with rounding schemes
Would you like to round up your prices to end in 99 cents? Or, do you prefer a more elaborate rounding system? Learn how to set up automatic price rounding schemes in just a few easy steps in this webinar.
Set up RepeatRewards in Paladin Point of Sale
Learn how to set up and market a RepeatRewards loyalty program in Paladin Point of Sale. Then, afterwards, join Charles Owen and Theresa Neal for a Q&A session.
OKI Microline 320 Turbo/N dot matrix printer
Paladin provides full-sheet printer support for OKI Microline 320 Turbo/N dot matrix printers. You can use these printers, in addition to the laser printer, for invoices and quotes. If you have two OKI Microline 320 Turbo/N dot matrix printers, you can assign one printer to invoices and the other to quotes. When this feature is […]
