PaladinNsight™ Clearance function

Inventory, Knowledge Base, Process, Setup

Using the PaladinNsight™ dashboard, clients can set up clearance items. PaladinNsight™ is located in Paladin’s Inventory module on the Inventory tab. If you are a manager or other high-level employee, it will automatically appear on your PaladinNsight™ dashboard. This article provides instruction and information on the following: Paladin Configuration: Setting up Clearance  Setting clearance items […]

Inventory Count List Report

Inventory, Knowledge Base, Reports, Setup

To create an Inventory Count List report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > General. In the Report List pane, select Inventory Count List. In the Choose Report pane, click F12 Next. In the Inventory Count List window, set your report parameters in the […]

Benjamin Moore EDI

EDI, Integration, Knowledge Base, Policy, Setup

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: Batch and print EDI price changes on full sheet bin […]

Paladin Mobile credit card processor: IDTRECH VP3300 for Worldpay

Knowledge Base, Mobile Services, Overview, Process

This article provides instruction and information on the following: Overview VP3300BT Pin Reset Connecting to Bluetooth Battery Charging VP3300BT Power States VP3300BT LED State Indicators Overview 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 […]

BlockChyp: Store and Forward

Commerce, Knowledge Base, Policy, Process, Setup

BlockChyp’s Store and Forward system allows clients to continue accepting credit cards on a restricted basis when the Internet is down or BlockChyp is unable to obtain online authorizations. Offline transactions are encrypted and stored in the BlockChyp terminal’s memory until normal processing can be resumed. BlockChyp Credit Card Processing Terminals can store up to […]

HealNow eComm integration

Commerce, Integration, INTERNAL, Knowledge Base, Pharmacy

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 […]

Invoice Payment History Report

Invoice/Quote, Knowledge Base, Reports, Setup

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

Knowledge Base, Reports

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 […]