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
Note: 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. In the Recall Transaction […]
Accept checks from customers option
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 setup
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 […]
Ace Hardware Smart Barcodes single-use coupon
Note: Ace Hardware Smart Barcodes coupons are validated by Ace Hardware and can only be used once per customer. How it works When an Ace Hardware Smart Barcodes coupon is scanned, Paladin adds the coupon to the invoice and sends the coupon number and the selected customer’s Ace Rewards number to Ace Hardware for validation. […]
Multi-store: Primary, Backup, and Remote servers
When you start Paladin on a terminal in a multi-store environment, the terminal’s primary and backup database server settings are automatically synced with storewide defaults. This safeguard prevents a terminal from connecting to an incorrect server and eliminates potential costly troubleshooting. If a terminal, such as the backup server, requires custom primary and backup database […]
Cancel a Paladin subscription
Paladin Data Corporation will accept a cancellation request that is in writing and provides a 30-day notice. To cancel your subscription, save your data (see the Important Considerations section below), then send an email to billing@paladinpos.com with: Store name Store city and state Reason for cancellation Note: Be sure to include an email address where Paladin […]
Multi-store: Data archiving
Multi-store databases accumulate large quantities of data. Over time, this data will slow down your Paladin system. To ensure that your store runs efficiently, Paladin archives data that has a low likelihood of needing to be recalled. Data that is required to run a store is never archived. Setting up data archiving Note: Data archiving […]
Suspended sales
This article provides instruction and information on the following: How to create a suspended sale How to recall a suspended sale How to delete a suspended sale How to create a suspended sale Note: You can only store one suspended sale on a terminal. When you create another suspended sale, it will overwrite the previous […]
PaladinNsight™: Set employee access to the dashboard
The PaladinNsight™ information gathering process begins when an employee with access to the PaladinNsight™ dashboard opens Paladin and enters the Inventory module for the first time. The process ends when the dashboard displays information. To ensure EDI processes run fast and efficiently, Paladin delays any EDI process while the PaladinNsight™ dashboard is performing its information […]
Defective items
This article provides instruction and information on the following: How to mark a returned item as defective How to mark an exchanged item as defective How to create the Defective Parts Report and remove the items from inventory How to mark a returned item as defective Note: If you or a customer find a defective […]
Administrator password reset
Important: This procedure is only for stores that use TranSentry credit card processing. Otherwise, use the Admin Access employee permission level. For a list of employee permission levels, see Set employee permissions. The administrator password must be reset every 90 days. In Paladin, from the main menu, select File > Setup. Select the Employees tab. […]
Set employee permissions
This article describes how to set up an employee with specified permissions to Paladin features and data. In Paladin, from the main menu, select File > Setup. Select the Employees tab. In the Employees list field, select the employee from the list or click New to add an employee. If you want the employee to […]
Taxes
IMPORTANT: You must set up the tax definition before you can follow any other procedures listed in this article. The following provide instruction and information on the following: How to set up a tax definition How to set up Tax Free definition How to assign a tax definition How to create a tax exemption message […]
Multi-store: Accounts Receivable
A customer can be “owned” by a store in a multi-store system, so that the sales activity at one store will not be included in the Accounts Receivable figures of the other stores. To do this, each store must maintain a separate profile for each customer and must generate month-end statements for each store. Note: […]
