Pharmacy: SIGIS downloads
Pharmacies that accept Flexible Spending Account (FSA) and Health Savings Account (HSA) payment cards must be registered members of the Special Interest Group for IIAS Standards (SIGIS). For SIGIS member pharmacies, Paladin checks the age of the Eligible Product List (EPL) weekly and downloads an EPL from SIGIS when the current EPL is more than […]
Accounting for deleted inventory items
This article provides information on the way deleted inventory items can be accounted for in Paladin. Note: Inventory items are not “deleted.” They are inactivated and can be restored. For more information, refer to: Restore/activate an inventory item This article provides instruction and information on the following: Delete an inventory item with non-zero stock-on-hand Delete […]
View Purchase orders in Paladin Data Viewer
To view purchase orders (PO) in Paladin’s Data Viewer: In Paladin, from the top menu, select Maintain > Data Viewer. Select the Purchase Orders tab. In the Purchase Orders pane, select Open POs or Stored POs from the Type: list. Note: Open POs is the term used for purchase orders that have been issued to […]
Negative Stock on Hand List Report
The Negative Stock on Hand List report runs when you specify a range of Supplier values in the Report Settings pane. The Negative Stock on Hand List report gives you a list of items in your active inventory with stock on hand (SOH) values that are less than zero (0). A Negative SOH value typically […]
PaladinNsight™: Boost your business
You may be losing customers and revenue in your store without realizing it. Out-of-stock items, unmanaged inventory, unknown losses, and overstocked items can add up to significant revenue losses. Once you understand these losses, you can take action. The PaladinNsight™ dashboard and tools (in the Inventory module) are designed to help you. PaladinNsight™ dashboard was […]
Invoice line items: Tax, Def, and Net check boxes
This article provides instruction and information on the following: Overview How to change the default tax definition of a customer at checkout How to return a defective item How to prevent manual discounts from applying to net items Overview In the Invoice/Quote module, each line item includes three check boxes: Figure 1: Tax, Def, and […]
Register Balance Report
To create a Register Balance report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > Daily Balancing. In the Report List pane, click one of the following reports: Report Balancing type Today’s Register Balance Same day Yesterday’s Register Balance Previous day Period Register Balance Time […]
Cash Drop
When you take cash from the register to move it to a safer location, the Cash Drop feature provides accurate record keeping. The following end-of-day reports include Cash Drop accounting: Report Cash Drop details Period Register Balance report See each cash drop performed. Total cash drops appear as a negative amount. The Total Cash amount […]
Multiple forms of payment at checkout
This article describes how to accept multiple forms of payment (including FLEX cards) at checkout. Note: Process the gift cards or Flexible Spending Account (FSA) cards, i.e., FLEX cards, first to determine if there will be a balance due via another payment type. In Paladin, on the top ribbon, select the Invoice/Quote module. To add […]
Quantity Price Breaks
This article provides instruction and information on the following: How to set up a prompt for a Quantity Price Break How to set up a Quantity Price Break How to create the Quantity Price Break List report How to set up a prompt for a Quantity Price Break When set, the Quantity Price Break prompt […]
Inventory On Hold
With Paladin’s Inventory On Hold feature, you can reserve an item for a pending transaction so that the available stock-on-hand (SOH) reflects the reduced quantity. To use the Inventory On Hold feature, you must create a stored transaction. You can use Inventory On Hold with the following tools: Inventory reports Suggested ordering Stock needs calculator […]
Quotes
This article provides instruction and information on the following: How to create a quote How to create a quote for services and repairs How to add parts and labor to a quote How to add a new part number to a quote after it is created How to automatically number quotes How to sell items […]
Transaction Report
To create a Transaction Report: 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, choose the Transaction Report version: Transaction Report: Creates a PDF report and offers many report settings that allow you to search by […]
Stored transactions
This article provides instruction and information on the following: Overview Stored Transactions notice How to create a Stored Transaction How to recall or delete a Stored Transaction How to suspend a Stored Transaction How to create a Stored Transaction report Overview In Paladin’s Invoice/Quote module, in the Store Transaction window, you can enable the following […]
Pharmacy: Complete pickup number option
When the following pharmacy configuration settings are selected, pharmacy invoice transaction data includes the complete pickup number when the data is uploaded to the pharmacy dispensing system: Enable Send Full Invoice Use only last 4 digits of pickup number Note: The customer receipt will only show the last 4 digits of the pickup number. To […]
