Ace Hardware Smart Barcodes single-use coupon
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. If […]
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 potentially costly troubleshooting. If a terminal, such as the backup server, requires custom primary and backup database […]
Multi-store: Archived data
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™: How to set employee access
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
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 […]
How to reset the administrator password
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 How to set up employee permissions. The administrator password must be reset every 90 days. In Paladin, from the main menu, select File > Setup. Select the […]
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: How to use 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: […]
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 […]
How to post a payment to a charge account: Check or money order
Note to accountants: Payments by check or money order do not require printed receipts. If you are processing large quantities of checks or money orders, you can save time by using Paladin’s Customers module. In Paladin, on the top ribbon, select the Customers module. On the bottom ribbon of the module, click F1 Advanced Lookup. In the Advanced […]
EMV facts and information
The article provides instruction and information on the following: EMV – Learning the Basics What is EMV? EMV – Learning the Basics EMV stands for EuroPay® MasterCard® Visa®, the three entities that originally worked together to create worldwide standards for chip cards to ensure global interoperability. Today, EMV has more members, including Discover®. EMV is […]
Pharmacy: Controlled substance management
Some states have State-level regulations in place that require detailed information be collected 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 and requires […]
Dump SKU margin protection
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
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, […]
