Do It Best Rebate setup

Commerce, Invoice/Quote, Knowledge Base, Policy, Setup

When a vendor offers rebates on their products through Do It Best (DIB), they send credit SKUs. For this KBA, we are using a promotion given by Scotts for their lawn care products. Figure 1 shows the rebates offered by Scotts (by month). Under the SKU column is the SKU that should be in the […]

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 […]

Consignments

Commerce, Inventory, Knowledge Base, Process, Setup

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 […]

Saberis Special Order integration

Commerce, Integration, Inventory, Invoice/Quote, Knowledge Base, Process, Setup

Paladin has partnered with Saberis to integrate vendor quotation or order systems. SaberisConnect is our cloud-based integration solution for the lumber and building materials industry. Saberis counters one of the challenges that building materials suppliers face as they interact more with technology and digitally transform their software solutions and consolidate and integrate information from quotation […]

Rental services

Commerce, Invoice/Quote, Knowledge Base, Process, Setup

Paladin has a process for creating a rental agreement for any rental items. The process involves creating a customer account, then collecting a deposit that can be combined from the final transaction. Note: If the client’s store(s) have a substantial rental program, Paladin suggest they integrate with Point of Rental Essentials. The Paladin-Point of Rental […]

Creating store-issued coupons

Commerce, Inventory, Knowledge Base, Process, Setup

Clients not utilizing rewards programs, such as RepeatRewards, Rich Rewards, etc., can still take advantage of using coupons in Paladin by creating their own store-issued coupons. Store-issued coupons can: Drive customers to your business. Introduce your store to new shoppers. Entice existing customers to make unplanned purchases. Coax past customers to return to your business. […]

Multi-store: Access to stores

Commerce, Knowledge Base, Process, Setup

When an employee wants to access another store of a multi-store configuration within Paladin, they must have the following access permissions: Manger override Enterprise Access Enterprise Configuration To set these in Paladin: From the main menu, select File > Setup. Select the Employees tab. Select the employee from the Employees list. In the Access Levels […]

End of Day reports

Commerce, Knowledge Base, Policy, Process, Reports

There are two reports that Paladin recommends you run daily to help with your closing procedures: Today’s Register Balance Today’s Comparative Revenue Report Paladin also suggest you backup your database on a regular basis. For information on this, refer to: Backup and copy a Paladin database to a USB drive Today’s Register Balance In Paladin, […]

Remote Stock Check

Commerce, Inventory, Knowledge Base, Process, Setup

The Remote Stock Check (RSC) feature provides: Real-time remote stock on hand (SOH) information Sorting purchase orders (POs) by availability Adjusting order quantities before buying Efficient ordering This article provides instruction and information on the following: Setting up RSC in Paladin Dual warehouse Remote Stock Check Get real-time RSC stock on hand for any inventory […]

BlockChyp: Credit card reconciliation

Commerce, Knowledge Base, Policy, Process, Reports

To maintain accurate accounting and to catch and fix problems before they affect your business and customer relationships, you must reconcile your Paladin, debit, gift, and credit card sales with your credit card processor’s records every business day. Important: BlockChyp accounts have their fees assessed at the end of a statement period. To reconcile Paladin […]

BlockChyp Returns

Commerce, Knowledge Base, Process, Setup

This article provides instruction and information on the following: In Paladin, on the top ribbon, select Invoice/Quote module. Optional: Add the customer account to the transaction. Enter the return part number. Enter the quantity as negative number, then press Enter. Enter the gift card part number with quantity of 1. Enter the amount being loaded […]