Credit cards and gift cards
This article provides instruction and information on the following: How to add a credit card on file on Ingenico all-in-one credit card devices How to create the credit card deposit report How to create the Voided Credit Card Transaction report How to look for a failed VOID caused by a canceled payment card transaction How […]
ID badges: Scan your way to more security and efficiency
Scan your ID badge to sign into Paladin Point of Sale or immediately approve a manager override. This time-saving solution eliminates manual password entry and increases security in your store.
Create year-end reports
The Accounting Summary Report and the Inventory Valuation Summary Report are required for tax purposes. The results occur in real time, which means that they are only valid on the precise time and day that they were produced. If you miss the calendar year-end or fiscal year-end deadline for creating the reports, contact Paladin Customer […]
F4 Discount feature
This article provides instruction and information on the following: About F4 Discount How to set up the F4 Discount to respect the minimum margin by default How to apply the F4 Discount to respect the minimum margin How to apply the F4 discount to manually priced items on invoices by default How to apply the […]
Transactions
This article provides instruction and information on the following: Note: For information on transaction payment types, refer to: Transactions: Payment types. For information on stored transactions, refer to Stored transactions. How to process a transaction for services and repairs How to set up Alternate Part Number Found during an invoice transaction How to add a […]
Keyboard shortcuts in Paladin
This article provides instruction and information on the following: Press a button with a function key Open a module with the Alt key and a number Close any window or module with the escape (Esc) key Move between tabs with the Page Up and Page Down keys Open any menu item with the Alt key […]
Pharmacy: Set bag checkout feature
To save time for a customer during checkout, you can use one barcode to scan all items as you put them in the bag(s) and have them simultaneously appear on the invoice. To set the bag checkout feature: In Paladin, from the main menu, select File > Setup. Select the Pharmacy tab. Check Enable Pharmacy […]
EDI
This article provides instruction and information on the following: EDI file system enhancements EDI Preview EDI processing tied to open purchase orders How to set EDI lock on unit of measure EDI processing safeguards Duplicate EDI invoice safeguard EDI processing protection during receiving View and analyze EDI report data in an Excel workbook How to […]
Export inventory data
Important: Before you start this process, create a backup of your data. Perform these procedures after store hours. Microsoft Excel must be 2007 or later. Note: Inventory data must be exported from Paladin and then imported into Microsoft Excel that is installed on the computer. The instructions for Microsoft Excel vary depending on the version […]
Set up location system in your store
Important: A location code is a string of characters that represent a physical location in your store. There are many ways to set up a location system. We recommend that you talk to a Paladin Support representative before you begin this procedure. A location coding system allows stores to automate inventory management. Benefits to this […]
Orgill FanBuilder: Add or remove a store logo
When Orgill FanBuilder is set in Paladin Configuration, the Rewards Name Rewards window opens when Paladin’s Invoice/Quote module is opened. If you set a program name and load your logo image, the Rewards Name Rewards window will reflect those choices. Note: You can set when the Rewards window appears during the invoice process: In Paladin, […]
Multi-Store: Remote Special Orders
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 […]
Perform disk cleanup to prevent a Store Down emergency
When you open Paladin, it checks for available space on your local hard drive(s). If there is less than 10 GB (gigabytes) of space available, a warning message indicates that you have low disk space and tells you to open a Customer Support case to resolve the situation. Before you contact Customer Support, try this […]
Pharmacy: Set up NPLEx system
Important: Before a pharmacy can be converted, it must comply with state and federal laws for tracking pseudoephedrine (PSE) through the National Precursor Log Exchange (NPLEx). The pharmacy must go to Meth Check to register, acquire its two-year history of tracking pseudoephedrine (PSE) prescriptions, and provide that history to Paladin Data Corporation for use in Paladin […]
Exchange alternate part number and primary part number
To exchange the alternate part number and primary part number: In Paladin. on the top ribbon, select the Inventory module. Do one of the following: In the Part # box, enter a part number. On the bottom ribbon, click Adv. Lookup to search for the part number. Write down the primary part number. Press Enter. […]
