Accept checks from customers option

Customers, Knowledge Base, Policy, Setup

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

About, Knowledge Base, Pharmacy, Policy, Process, 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 […]

Multi-store: Primary, Backup, and Remote servers

Knowledge Base, Policy, Process

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

Commerce, Customers, Knowledge Base, Policy, Process

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

Backup, Best Practices, Knowledge Base, Policy, Process

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

About, Commerce, Invoice/Quote, Knowledge Base, Policy, Process

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

Inventory, Knowledge Base, Policy, Setup

To ensure EDI processes run fast and efficiently, Paladin delays any EDI process that you try to start while the PaladinNsight™ dashboard is performing its information gathering process. When this happens, you will see the message shown in Figure 1. Figure 1: EDI Processing window The PaladinNsight™ information gathering process begins when an employee with […]

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 […]

Administrator password reset

Knowledge Base, Policy, Process, Setup

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

Knowledge Base, Policy, Process, Setup

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 […]

Multi-store: 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: […]