Defective items

About, Inventory, Invoice/Quote, Knowledge Base, Policy, Process, Setup

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 […]

Undo EDI vendor PO

Knowledge Base, Policy, Process, Purchase Orders

A purchase order received by an EDI process can only be reversed in the EDI Reporting window. If you try to reverse an EDI-received purchase order in the PO module using the F9 Undo Receiving option (on the Confirm PO tab), you will receive the following message, and your stock-on-hand (SOH) and quantity-on-order values will not […]

Multi-store: How to use Accounts Receivable

Invoice/Quote, Knowledge Base, Policy, Process

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: […]

SIGIS downloads

Knowledge Base, Pharmacy, Policy, Process

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 […]

EMV facts and information

About, Commerce, Knowledge Base, Overview, Policy

The following is covered in this KBA: EMV – Learning the Basics Cards are inserted, not swiped PIN or Signature? Better authorization security What is EMV? EMV is one element of a complete solution to reduce credit card fraud EMV does not always protect against stolen cards EMV with end-to-end (E2E) encryption is a better […]

Pharmacy: Controlled substance management

Knowledge Base, Pharmacy, Policy, Process, Setup

State level regulations have been placed into action for some areas to collect detailed information on individuals picking up Class II through Class IV controlled substances. Should your business reside in one of these states, Paladin has a solution. All pharmaceutical dispensing systems that have bi-directional integration with Paladin may use the feature. Paladin requests […]

Dump SKU margin protection

Inventory, Knowledge Base, Policy, Process, Reports

Paladin’s Invoice Margin Analysis report helps stores identify holes in their margin reporting. The most common issue involves dump sku part numbers (and Kit Trigger items) that have no Avg Cost and no Ref Margin. Remember that inventory items will be considered a dump sku IF Avg Cost is zero. When this happens, the Ref […]

Employee Accounting Control

Knowledge Base, Policy, Process, Setup

If employees need to look at or create customer accounts, this feature allows you to assign and control which employees have rights to change or set customer specific accounting information (including credit limit). To set this control: In Paladin, from the main menu, select File > Setup. Select the Company tab. In the Customers pane, […]

How to set access to daily balancing reports

Knowledge Base, Policy, Process, Reports, Setup

This feature limits which Sales Analysis reports are available to employees. To give access to the Daily Balancing reports: In Paladin, from the main menu, select File > Setup. Select the Employees tab. In the Access Levels pane, check Reports,  and then check Daily Balance Reports Only. Note: By only checking Reports, all reporting areas […]