Set up and apply trade discounts

Customers, Knowledge Base, Process, Setup

Trade discounts give your best customers a discount on their monthly statement. Trade discounts are set up as pricing plans. This allows you to selectively discount specific departments or classes and require that the discount meets the minimum margin for each item. You can create multiple trade discounts and selectively apply them to each customer […]

Set up prompt payment discount

Customers, Knowledge Base, Setup

Prompt payment discounts encourage your customers to pay their account balance quickly. When you set up this feature, statement discounts (applied per customer) will expire on a specific day of the month if the balance is unpaid. To apply a statement (percentage) discount to an individual customer account, see the How to set up percentage […]

Contact Paladin Support

Customers, Knowledge Base, Process

Paladin’s outstanding customer support is conveniently accessible from your point of sale software. In Paladin, you can: Start a chat session to get answers to simple questions: Help > Support > Chat Support Submit a new Help Request for more complex inquiries, including integration information and setup requests: Help > Support > Submit a Help Request […]

SpeedScript support for the Enhanced Prescription Drug Monitoring Program (ePDMP)

Customers, Knowledge Base, Pharmacy

Note: This feature is only available for SpeedScript pharmacy integration. Wisconsin’s ePDMP (Enhanced Prescription Drug Monitoring Program) for Pharmacy requires additional information about the person picking up a controlled substance prescription. To support this requirement, in Paladin, in the Controlled Substance window that collects information about the person picking up the prescription, the Relationship of […]

Email Manager

Customers, Knowledge Base, Process

Today’s customers are increasingly interested in receiving invoices and other correspondence through email. Paladin supports this by including email options for quotes, invoices, purchase orders, statements, and more. Email Manager offers a consistent email experience throughout Paladin. When you use the email feature to manually email invoices, quotes, purchase orders, sales history, and other information, […]

View customer’s authorized signers in Excel

Customers, Knowledge Base, Process, Setup

The View in Excel feature automatically creates an Excel view of frequently-requested customer data, which eliminates the need to transcribe the information manually. From Excel, you can easily print, email, and share information with customers or other software programs. The Excel view is editable so you can edit the data before you print, share, or […]

Prompt Payment discount

Customers, Knowledge Base, Process, Setup

Prompt payment discounts encourage customers to pay their bill on time and increases customer satisfaction. Paladin’s Prompt Payment setting lets you set the date each month when prompt payment discounts are no longer accepted. For example, if you set this date to 15, prompt payment discounts will only be accepted if the customer pays their […]

Round up for charity

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

This article provides instruction and information on the following: About Round up for charity How to set up the Round up for charity feature How to add charities How to select the charities that appear at checkout How to use the Round up for charity feature to collect donations Charitable contribution totals in the Comparative […]

Automated Check Handling

Customers, Knowledge Base, Process

With Automated Check Handling (ACH), clients can save time and seamlessly process checks with electronic bank account deposits. When a customer pays by check, this time-saving feature transfers the transaction amount overnight using the customer’s bank account information on file or check information entered at checkout. During invoicing, if a customer is selected, check information […]