Signatures
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 […]
Paladin Employee Out of Office requirements
For any planned absence, you need to: Email: Set up Out of Office reply Phone: Set up Out of Office message ShoreTel Quick Reference Guide Teams: Set up Offline status and Out of Office message Note: If you are out sick for more than 1 day, contact your lead to inform the team so that […]
Cybersecurity: Routers vs Managed Firewalls
To view the training on Routers vs Managed Firewalls, click here and download the PPT file.
How to run End of Day reports
There are two reports that Paladin recommends you run daily to help with your closing procedures: Today’s Register Balance Today’s Comparative Revenue Report Paladin also suggest you backup your database on a regular basis. For information on this, refer to: How to backup and copy a Paladin database to a USB drive Today’s Register Balance […]
BlockChyp: Credit card reconciliation
To maintain accurate accounting and to catch and fix problems before they affect your business and customer relationships, you must reconcile your Paladin, debit, gift, and credit card sales with your credit card processor’s records every business day. If you are enrolled in BlockChyp’s Cash Discount program, reconciliation is important to ensure any refunds are […]
Guidelines to using SaferPayments for PCI compliance
The Payment Card Industry Data Security Standard (PCI-DSS) aims to enhance security for consumers by setting guidelines for any company that accepts, stores, processes, or transmits credit card information regardless of the number of transactions or the size of those transactions. If a Paladin client uses WorldPay for their credit card processor, they will have […]
Store down emergencies
If a store is experiencing the following, you can call about a Store Down emergency 24 hours a day, 365 days a year: Statements will not run/print EDI will not download into system/will not send to vendor Paladin will not open on any computer in the store Data can’t be replicated Credit cards are not […]
Windows 7 no longer supported as of 01/10/2022
Paladin support for Windows 7 will end January 10, 2022. Correct operation of Point of Sale cannot be guaranteed after this date. We highly recommend that our clients contact Paladin Support (1.800.725.2346 opt.2) to purchase a new computer as soon as possible as back orders may cause them to not get a new PC as […]
Accounts receivable and sales tax reporting
Paladin Data Corp’s accounting calculations and reporting methods, including sales tax reporting, follow generally accepted accounting principles (GAAP) and are designed to reconcile all presented data. Understanding the timing of revenue recognition is key to understanding sales tax reporting in Paladin. Investopedia, a global corporate finance and accounting firm, provides the following summary of revenue […]
Salesperson Exception Report: Manager accounting overrides
Manual discounts, price overrides, and easy returns can be useful tools when you need to price-match to make a sale or maintain a happy customer. However, these tools can also be misused or exploited to commit fraud. To ensure that your employees are acting in the best interest of your store, you can create and […]
Paladin personalized with your company name
Note: This feature applies to single-store versions of Paladin. The multi-store version already has this feature In Paladin, your company name appears on the top ribbon, clearly visible to your customers, cashier, and anyone using Paladin. Figure 1: Company name on Paladin’s top ribbon To change the company name: In Paladin, from the main menu, […]
Credit cards and gift cards
This article provides instruction and information on the following: How to add a credit card on file on Ingenico all-in-one credit card devices How to create the credit card deposit report How to create the Voided Credit Card Transaction report How to look for a failed VOID caused by a canceled payment card transaction How […]
Multi-Store: Recall quotes from another store and complete the purchase
This feature only applies to multi-stores. This feature lets you recall, edit, and complete a quote that was created in a different store (remote quote). To access remote quotes: In Paladin, on the top ribbon, select the Invoice/Quote module. On the bottom ribbon of the module, click F6 Recall Transaction. Figure 1: Recall Transactions window […]
Accept checks from customer
This feature allows your lesser-known customers to pay with cash or credit card only. Check payments will not be accepted. This feature is turned off by default. When a check payment is not allowed, in Paladin’s Invoice/Quote module, on the bottom ribbon of the Checkout tab, F4 Check payment type is unavailable. When this feature […]
Stop Meth system set up
When a customer purchases certain pharmacy items, the Stop Meth system alerts the cashier to collect more required information and a signature. The customer’s name, phone number, ID number, and state will be printed on the receipt, stored in the database, and appear on the transaction report. A manual or electronic signature will also be […]
