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 […]

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 […]

Signatures

Customers, Invoice/Quote, Knowledge Base, Policy, Process, Setup

This article provides instruction and information on the following: How to enable Signature required Specify a signer and PO number for all credit card purchases How to set up Paladin to optionally skip any required signature Skip signature dollar limit How to turn on the authorized signer options for all credit card purchases How to […]

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 […]

Paladin Mobile

Install, Knowledge Base, Mobile Services, Process, Setup

Paladin Mobile takes point of service functionality from terminal to tablet anywhere an intranet/Internet connection is available – in-store or out in the field. This article provides instruction and information on the following: Setting up Paladin Mobile Navigating Paladin Mobile Sign out of Paladin Mobile Settings page Checkout Reports How to update the app Setting […]