How to view and optionally remove items from a location
Knowledge Base, Setup
All part numbers that are assigned to a specific location will appear in the Paladin Configuration window, on the Loc tab, in a new part number viewer. You can also use this viewer to selectively remove (disconnect) active inventory part numbers assigned to a...
All part numbers that are assigned to a specific location will appear in the Paladin Configuration window, on the Loc tab, in a new part number viewer. You can also use this viewer to selectively remove (disconnect) active inventory part numbers assigned to a...
How to set up the Round Up for Charity feature
Knowledge Base, Setup
Turn on the feature On the File menu, click Setup. In the Paladin Configuration window, click the Charity tab. In the Charity Options pane, select the Enable Roundup for Charity tab. Click Save. Add charities On the Charity tab, you can add pre-defined charities and...
Turn on the feature On the File menu, click Setup. In the Paladin Configuration window, click the Charity tab. In the Charity Options pane, select the Enable Roundup for Charity tab. Click Save. Add charities On the Charity tab, you can add pre-defined charities and...
How to set the default margin for new EDI items in Cardinal and RDC invoices
EDI, Knowledge Base, Setup
When a Cardinal or RDC invoice item is missing a retail price, EDI processing will calculate a suggested retail price using the item cost and a default margin for new EDI items. Example: If the default margin is 35% and the cost of the item is $10, then the...
When a Cardinal or RDC invoice item is missing a retail price, EDI processing will calculate a suggested retail price using the item cost and a default margin for new EDI items. Example: If the default margin is 35% and the cost of the item is $10, then the...
How to set up the no-signature threshold for payment card transactions
Commerce, Knowledge Base, Setup
Notes: If Build 2_1279 or higher is installed, you can skip signatures for purchases less than or equal to $99,999.99. Prior to that build, you can still skip signatures for purchases less than or equal to $99.99. On the File menu, click Setup. In the Paladin...
Notes: If Build 2_1279 or higher is installed, you can skip signatures for purchases less than or equal to $99,999.99. Prior to that build, you can still skip signatures for purchases less than or equal to $99.99. On the File menu, click Setup. In the Paladin...
How to create a department
Knowledge Base, Setup
On the File menu, click Setup. In the Paladin Configuration window, click the Dept tab. In the Departments pane, click New. In the Name box, enter the department name. In the Department Label Number box, assign an unused department ID. Select the Department...
On the File menu, click Setup. In the Paladin Configuration window, click the Dept tab. In the Departments pane, click New. In the Name box, enter the department name. In the Department Label Number box, assign an unused department ID. Select the Department...
How to set up a location system in your store
Knowledge Base, Setup
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. Note: Two...
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. Note: Two...
How to add, update, or remove a store logo for receipts, statements, or other documents
Knowledge Base, Setup
Notes: JPEG (.jpg) files are no longer accepted for logo images. If your current logo was uploaded as a JPEG file, you do not have to make any changes. If you want to upload a new logo file, you must use one of the following image file types: PNG (.png) [recommended]...
Notes: JPEG (.jpg) files are no longer accepted for logo images. If your current logo was uploaded as a JPEG file, you do not have to make any changes. If you want to upload a new logo file, you must use one of the following image file types: PNG (.png) [recommended]...
How to set up Rich Rewards for single-use coupons
Knowledge Base, Setup
On the File menu, click Setup. In the Paladin Configuration window, click Rewards. Note: In the Rewards pane, if Rich Rewards is not selected, then you must setup Rich Rewards. See this KBA: How to set up Rich Rewards Click the Class tab. Tell the customer that s/he...
On the File menu, click Setup. In the Paladin Configuration window, click Rewards. Note: In the Rewards pane, if Rich Rewards is not selected, then you must setup Rich Rewards. See this KBA: How to set up Rich Rewards Click the Class tab. Tell the customer that s/he...
How to set up your pharmacy with the NPLEx system
Knowledge Base, Pharmacy, Setup
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 Appriss Health/NPLEx, register or sign in, acquire its two-year...
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 Appriss Health/NPLEx, register or sign in, acquire its two-year...
How to transfer stock between stores from a purchase order
Knowledge Base, Setup
IMPORTANT: Follow these procedures in this order: The receiving store Set up the sending store as a supplier. Create a purchase order for the supplier. Send the purchase order to the sending store. The sending store On the File menu, click Setup. In the Paladin...
IMPORTANT: Follow these procedures in this order: The receiving store Set up the sending store as a supplier. Create a purchase order for the supplier. Send the purchase order to the sending store. The sending store On the File menu, click Setup. In the Paladin...
How to create or restore an inactive department
Knowledge Base, Setup
A department with invoice or inventory records can be removed from the list of active departments. An inactive department will not appear in Advanced Lookup, report selection criteria, or active inventory department lists. However, you can still view it. You can...
A department with invoice or inventory records can be removed from the list of active departments. An inactive department will not appear in Advanced Lookup, report selection criteria, or active inventory department lists. However, you can still view it. You can...
How to print a report or sales sign
Knowledge Base, Setup
Open Paladin Point of Sale. On the File menu, click Setup. In the Paladin Configuration window, click the Sale List tab, and then do any of the following print options: To print a report that lists all sale items for the selected sale:In the Sales pane, click Print....
Open Paladin Point of Sale. On the File menu, click Setup. In the Paladin Configuration window, click the Sale List tab, and then do any of the following print options: To print a report that lists all sale items for the selected sale:In the Sales pane, click Print....
EDI: All: How to disable EDI matches based on manufacturer part numbers
EDI, Knowledge Base, Setup
If part number, alternate part number, and supplier order number matches all fail, Paladin Point of Sale will search during EDI for matches to manufacturer part numbers. How to disable the default setting On the File menu, click Setup. On the top ribbon, click the...
If part number, alternate part number, and supplier order number matches all fail, Paladin Point of Sale will search during EDI for matches to manufacturer part numbers. How to disable the default setting On the File menu, click Setup. On the top ribbon, click the...
How to set up bin tags and shelf tags on a label printer
Knowledge Base, Setup
Verify that Microsoft Access is installed on the computer. Open Paladin POS. On the Maintain menu, click Download, and then click MS Access Templates (Signs, Labels). When the download is complete, a confirmation message will...
Verify that Microsoft Access is installed on the computer. Open Paladin POS. On the Maintain menu, click Download, and then click MS Access Templates (Signs, Labels). When the download is complete, a confirmation message will...
How to set up and manage BlueTarp accounts in Paladin Point of Sale
Knowledge Base, Setup
BlueTarp Financial is a third-party accounts receivable management company that handles all the logistics for the store’s BlueTarp customers. After completing an application, the customer will be issued a private label credit card and assigned a credit limit....
BlueTarp Financial is a third-party accounts receivable management company that handles all the logistics for the store’s BlueTarp customers. After completing an application, the customer will be issued a private label credit card and assigned a credit limit....