Benjamin Moore EDI
This article provides the following instruction and information: How to send a purchase order to Benjamin Moore How to download and process EJD EDI files Note: After successfully downloading EDI, follow the steps in the following KBA to generate your bin tags or shelf tags: How to batch and print EDI price changes on full […]
Mobile3 credit card processor: IDTRECH VP3300 for Worldpay
The ViVOpay VP3300BT from ID TECH is a compact, Bluetooth-based, 3-in-1 EMV card reader designed to allow magnetic stripe reads (MSR), ICC (chip card) reads, and contactless transactions (via NFC technology) using Bluetooth connectivity to mobile phones, tablets, or other devices. Figure 1 shows the areas on the device for reading credit cards. Figure 1: […]
Ace Hardware: Children’s Miracle Network Bucket Days promotion
To learn more about this promotion, go to Drumming Up Support For Miracle Bucket Days. This article includes instruction and information on the following: Preliminary steps How to process the promotion transaction How to create an Items Sold Report and submit the amount due to Ace Hardware Miracle Bucket Days Preliminary steps Make sure that part number […]
HealNow eComm integration
HealNow integration leverages Paladin’s eCommerce API to allow HealNow to write invoices into Paladin for pharmacy online purchases. HealNow serves pharmacies by allowing them to collect patient payments for prescriptions and over the counter (OTC) items on an eCommerce site. This allows pharmacies to operate an online store and keep stock on hand updated without […]
Ace Rewards: Converting House Accounts and assigning 198 numbers
This article provides instruction and information on: Converting House Accounts to Ace Rewards Assigning 198 numbers Note: For overall information on Ace Rewards setup, refer to: Ace Hardware: How to set up Ace Rewards Converting House Accounts to Ace Rewards House Accounts are for customers who can charge at the store level and carry a […]
Equinox Luxe 8500i: How to manually enter a credit card number
To manually enter a credit card number using the Equinox Luxe 8500i: In Paladin, on the top ribbon, select the Invoice/Quote module. Optional: Enter or select a customer account in the Customer list, then press Enter. Enter a part number in the Part Number box.. Press Enter. Press F8 Checkout. In the Checkout tab, select […]
Apply Service Charge prior to month-end statements
If you want to apply service charges prior to month-end statements: In Paladin, from the main menu, select File > Setup. Select the Receivables tab. At the end of the Statements pane, check Apply Service Charge Manually. Click Save, then click Close. From the top menu, select Maintain > Data Viewer. Select the A/R Service […]
How to set up a Store Use customer account
A Store Use customer account allows you to: Track products you are pulling off the shelf to use in the store. Correctly reduce the stock on hand (SOH) quantities of the products you are pulling off the shelf. Track which employee is pulling these items off the shelf. Ring out these items at cost instead […]
Invoice Payment History Report
To run an Invoice Payment History Report: In Paladin, on the top ribbon, select the Customers module. Enter or select a customer account from the Customer list. On the bottom ribbon of the module, select F6 Payment Management. In the Payment Management window, in the Charge Invoices pane, there are three options: All Applied Open […]
Applied Credit History Report
To run an Applied Credit History Report: In Paladin, on the top ribbon, select the Customers module. Enter or select a customer account from the Customer list. On the bottom ribbon of the module, select F6 Payment Management. In the Payment Management window, in the Charge Invoices pane, there are three options: All Applied Open […]
Accounting Detail Report
To create an Accounting Detail report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Accounts Receivable > Accounting Reports. In the Report List pane, select Accounting Detail Report. In the Choose Report pane, click F12 Next. In the Accounting Detail Report window, in the Report Settings pane: […]
Overview: Wallace Integration
Consignments
Consignment is an arrangement in which goods are left with a third party to sell. The party that sells the goods receives a portion of the sale, either as a flat rate fee or commission. Selling through a consignment arrangement can be a low-commission, low-time-investment way of selling items. This article provides instruction and information […]
Overview: Buttery Integration
Signatures
This article provides instruction and information on the following: How to enable Signature required Specify a signer and PO number for all credit card purchases How to set up Paladin to optionally skip any required signature Skip signature dollar limit How to turn on the authorized signer options for all credit card purchases How to […]
