Paladin Help Request Portal

Commerce, Knowledge Base, Process, Reference

Paladin takes pride in our outstanding customer support, and we are always looking for ways to be even more efficient and responsive. Available from the Paladin Help menu, the Help Request system collects details about your request and Paladin configuration so we can efficiently assign and respond to your support needs. With the Help Request […]

Search quotes and invoices

Invoice/Quote, Knowledge Base, Process

To search quotes and invoices: In Paladin, on the top ribbon, select the Invoice/Quote module. Create or open an existing invoice. Right-click any invoice or quote line to open the quick access menu. On the menu, click Search Invoice/Quote. In the Search Invoice/Quote window, enter a search term, then press Enter. To repeat the search […]

Design/create a BOGO promotion

Commerce, Knowledge Base, Process, Setup

Buy One Get One (BOGO) has become one of the most popular and often used acronyms in the retail lexicon, and Buy One Get One is one of the most effective sales promotions in the business. Research shows that 93% of shoppers admit to taking advantage of a BOGO sale, and 66% of them prefer […]

Print and share customer data using Excel

Knowledge Base, Process, Reports, Setup

The View in Excel feature automatically creates an Excel view of frequently requested customer data, eliminating the need to transcribe the information manually. From Excel, you can easily print, email, and share this information with the customer or other software programs. The View in Excel feature is available when you edit the following customer data: […]

Pharmacy: Communication alert

Knowledge Base, Pharmacy, Process

Note: This feature only applies to pharmacies that use a Paladin pharmacy system integration. Paladin’s pharmacy integrations are designed to work seamlessly with a store’s pharmacy systems behind the scenes. However, communications are interrupted occasionally by Internet outages or for other reasons.  If your store uses a pharmacy integration, a message will notify you when […]