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 […]

Do It Best: Grow your business with Do It Best Rewards

Knowledge Base, Process, Rewards, Setup

Benefits of customer loyalty programs Loyalty programs foster good relationships with your best customers. According to Northwestern University’s Center for Retail Management, only about 15% of customers are loyal to a single retailer, but they generate between 55% and 70% of company sales. The Loyalty Report (http://infobrandloyalty.com/2017-loyalty-report), a survey of 28,000 consumers, showed 81% say […]

Transaction Audits: Efficiently Recall Sales Data

Webinars

ave customers returned items without a receipt? No worries. Sell something with a specific serial number or a note attached that needs to be located? We can find that, too. There is a plethora of ways to research and locate sales transaction data in Paladin and all of them keep your customers happy and bottom line intact.

True Value Rewards

Knowledge Base, Rewards, Setup

This article provides instruction and information on the following: Why a customer loyalty program is valuable About True Value Rewards and Paladin Set up True Value Rewards integration Look up existing True Value Rewards members Sign up a new True Value Rewards member Sign up a True Value Rewards member in the Customers module View […]

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 […]