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 potentially costly troubleshooting. If a terminal, such as the backup server, requires custom primary and backup database […]

Multi-store: Archived data

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™: How to set employee access

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 […]

How to reset the administrator password

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 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 […]

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: […]

Pharmacy: 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

Commerce, Knowledge Base, Overview, Policy

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

Knowledge Base, Pharmacy, Policy, Process, Setup

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

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, […]