Set up and apply trade discounts
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
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 […]
Send email to all store account customers
This feature sends an email to all customers with a store account. To receive the email, the customer must have a non-zero Credit Limit on the Credit tab in Paladin’s Customers module and must have an email address on file. To set this feature: In Paladin, from the top menu, select Maintain > Utilities > […]
Transaction Report: Search for issued/redeemed coupons
You can search for issued or redeemed coupons in the Transaction Report by using a keyword search. In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need To Know. In the Report List pane, select Transaction Report. In the Choose Report pane, click […]
Contact Paladin Support
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)
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 […]
Account Notes: Customer management
Customer account management and compliance to Generally Accepted Accounting Principles (GAAP) requires good documentation. When you keep good records, you’ll have a happier accountant and increased business efficiency. Paladin’s Account Notes feature makes customer record keeping easy. This Paladin Customers module feature lets any employee (with appropriate access) enter detailed notes (up to 650 characters) […]
Transaction Report: View per-item prices for quantity discount transactions
When an item is sold in a discounted quantity, a Paladin Configuration option can be set so that the calculated price per item will show instead of the quantity discount price in the Transaction report. For example, if the price to purchase an item quantity of 2 is $25, and the new option is turned […]
Email Manager
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, […]
Wells Fargo ACH: Schedule automatic payments for purchases
Do you have customers with purchases who want to pay over time? What if you could schedule automatic payments and not worry about managing the customer’s balance? By offering a fixed number of payments on large purchases, you can make your customers happy and increase your sales opportunities. Paladin’s Wells Fargo Automated Check Handling (ACH) […]
View customer’s authorized signers in Excel
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
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 […]
Ace Rewards: New member customer type list
In Paladin’s Invoice/Quote module, when you sign up a new Ace Rewards member, a list of Ace customer types opens, and you must select one. Note: Although not highlighted or showing a red asterisk beside the list, this step is not optional. You must assign a customer type. Note: The customer types for Ace stores […]
Round up for charity
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
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 […]
