Paladin Fall 2018 Release Guide
The Fall 2018 Release is out and ready to unlock your business potential with new integrations, mobile apps, time-saving invoicing features, and much more! Take a few minutes to read the summary below. Integrations We embrace using specialized software for your business and understand managing information between multiple systems can be tedious and time-consuming. That’s […]
Search quotes and other transactions more efficiently with custom sort options
Do you find yourself searching through a long list of quotes, special orders or other saved transactions to find the one you’re looking for? Do you wish they appeared in alphabetical order automatically? If so, we’ve built this feature for you. A new Paladin Configuration option lets you choose how quotes (and other recalled transactions) […]
RepeatRewards adds separate first and last name requirement
Tip Paladin Point of Sale now integrates with RepeatRewards, making it easier than ever to grow your RepeatRewards loyalty program. What’s new After we announced the new RepeatRewards integration, a new requirement for separate first and last name values was added. To fulfill this requirement, in the Customers module, when you select a RepeatRewards customer […]
Prevent manual discounts from applying to Net items
You can prevent an inventory item from being automatically discounted in many scenarios by selecting the Net checkbox on the Pricing tab in the Inventory module. What’s New When you manually press F4 or click Discount Item to manually apply a percentage discount to an invoice, a new Paladin Configuration option will exclude invoice items that have the Net checkbox […]
View per-item prices for quantity discount transactions in the Transaction Report
In the Transaction Report, when an item in sold in a discounted quantity, a new Paladin Configuration option will show the calculated price per item instead of the quantity discount price. For example, if the price to purchase an item quantity of 2 is $25 and the new option is turned on, in the Transaction […]
Excel Transaction Report option will skip account payments
The Excel version of the Transaction Report lets you use the power of Excel to analyze, sort, and filter transaction data. What’s new When you use the Transaction Report to analyze sales revenue, account payments can skew your calculations. To help, we’ve added a new setting to the Excel version of the Transaction Report —Skip […]
Skip the credit card payment amount verification screen during checkout
This feature only applies to stores that use the Worldpay (formerly Vantiv) EMV processing solution. Speed up the checkout process for credit card payments with this new feature. What’s new When a customer pays with a credit card, a new Paladin Point of Sale configuration setting determines whether to skip or show the payment amount […]
Inventory Valuation Summary report option includes on-hold items
The Inventory Valuation Summary report itemizes your current inventory investment dollars by department, so you can evaluate your business and make informed decisions. What’s new We’ve added an Inventory Valuation Summary report setting to include on-hold item items, so you can get a complete picture of the inventory in your store. This setting is optional. […]
Master Report adds weekly totals and an improved user experience
Are you curious to know how customer demand for your products changes over time? Would you like to see your sales history by item? If so, the Master Report is the tool for you. The Master Report lets you view and analyze a year’s worth of sales history by item in weekly (new!) or four-week […]
EDI option will set pack and single item prices
This feature is only available to stores that use EDI and applies to all EDI suppliers except Do It Best. When an item has a supplier ratio that is set and locked, a new (optional) EDI processing feature will do the following for items bought in pack quantities: Set Pricing Level 1 to the individual […]
Print and share customer data efficiently using Excel
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 this customer data: Authorized Signers Projects […]
Specify a signer and PO number for all credit card purchases
Credit cards are used more today than ever. In response, accounting departments are increasingly interested in collecting information with credit card transactions, such as the signer’s name, a purchase order number and/or a project name. What’s new A new configuration setting lets you optionally specify a signer and/or memo or purchase order number for […]
New pharmacy integration communication alert
This feature applies to pharmacies that use a Paladin Point of Sale pharmacy system integration. Our pharmacy integrations are designed to work seamlessly with a store’s pharmacy systems behind the scenes. However, occasionally communications are interrupted by internet outages or for other reasons. If your store uses a pharmacy integration, a new message will notify […]
How to use Email Manager to email invoices in the Invoice/Quote module
After a customer payment is processed, in the Transaction Complete window, an Email Receipt option will appear. Note: If the Email Receipt option appears in light gray, contact Paladin Support to set up the email feature in your store. To open the Email Manager, click Email Receipt or press 6. If a selected customer has an email […]
How to use Email Manager to email purchase orders in the PO module
In the PO module, the Email Manager will appear in these two scenarios: In the Confirm PO tab, when you create a purchase order, and then click Buy or press F1, an Email option will appear in the PO Complete window. In the PO Receive mode, when you recall a PO, click Process or press F8, […]