How to set up percentage discount for a customer
This procedure shows you how to apply an overall percentage discount to a customer’s account balance. If you prefer a more flexible approach, you can set up trade discounts that can be limited to specific departments or classes and that are also applied to individual customers. To learn more, see How to set up and […]
How to set up and apply trade discounts for customers
Trade discounts give your best customers a discount on their monthly statement. Trade discounts are set up as pricing plans. This allows you to selectively discount specific departments or classes and require that the discount meets the minimum margin for each item. You can create multiple trade discounts and selectively apply them to each customer […]
How to set up a prompt payment discount
Prompt payment discounts encourage your customers to pay their account balance quickly. To apply a prompt payment discount, you must apply the discount to each individual customer account. Discounts can be applied in two ways: Trade discounts: These discounts use the pricing plan feature and are assigned to a customer account in the Customers module […]
How to send an email to all charge customers
This feature sends an email to all customers with a store account. To receive the email, the customer must have a non-zero Credit Limit on the Credit tab in the Customers module and must have an email address on file. In Paladin, on the Maintain menu, select Utilities > Customer Utilities > Email Charge Customers. […]
How to search for used coupons in the Transaction Report
You can search for issued or redeemed coupons in the Transaction Report by using a keyword search. On the top ribbon, click the Reports module. In the Report Area pane, select Sales Analysis > What I Need To Know. In the Report List pane, select Transaction Report, and click Next or press F12. To select […]
How to use Email Manager to manage emails in the Customers module
When you select a customer, and then click the Email box, this version of the Email Manager lets you add, edit or remove email addresses for the customer. You can also click View in Excel to view the customer’s email address list in an Excel spreadsheet. In the Customers module, in the Customers tab, in the […]
How to add a SynTech FuelMaster account number to a customer account
After the Syntech FuelMaster integration is turned on, you must create an alternate ID in Paladin Point of Sale to associate each Syntech FuelMaster customer account number with a Paladin Point of Sale customer account. On the top ribbon, click the Customers module or press Alt+2. Search for and view the customer account. Click the Electronic tab. In […]
How to create a Wells Fargo ACH payment plan for a customer in Paladin Point of Sale
If you have customers with purchases who want to pay over time, you can schedule automatic payments and not worry about managing the customer’s balance. By offering a fixed number of payments on large purchases, you can make your customers happy and increase your sales opportunities. When the Wells Fargo ACH payment plan for a […]
How to view a customer’s emails in Excel
The View in Excel feature automatically creates an Excel view of frequently-requested customer data, which eliminates 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 Excel view is editable, so you can edit the data before you print, share, […]
How to associate a Paladin Point of Sale customer account with a BlueTarp® account
Feb, 2021: BlueTarp is now Capital One Trade Credit. This feature is still available but has a new name. Paladin is fully integrated with BlueTarp®, a third-party financial management service that protects your business from credit risk. BlueTarp® extends credit, takes on the risk of non-payment, and pays you upfront when your customers make purchases. […]
How to view a customer’s projects in Excel
The View in Excel feature automatically creates an Excel view of frequently-requested customer data, which elimnates 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 Excel view is editable, so you can edit the data before you print, share, […]
How to view a customer’s authorized signers in Excel
The View in Excel feature automatically creates an Excel view of frequently-requested customer data, which elimnates 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 Excel view is editable, so you can edit the data before you print, share, […]
How to sign up a Do It Best Rewards customer
On the top ribbon, click the Customers module. If the customer does not already have an account, create one. In the Customers tab, in the Credit pane, in the Credit Limit box, enter zero or a fixed amount. Click the Electronic tab. In the Alternate Customer IDs pane, click Edit ID Data. In the Alternate […]
How to view a customer’s Triple E sale history and invoices
When EDI processing is completed, you can go to the customer’s sales history to see the Triple E invoices that are associated with the customer account. Click the Customers module or press ALT+ 2. Click the Credit tab. In the Sales History pane, click the Customer Friendly magnifying glass. In the Recent Sales History window, click an invoice magnifying glass to view a copy of the invoice […]
How to add a Triple E account number to a customer account
After the Triple E integration is turned on, you must create an alternate ID in Paladin Point of Sale to associate each Triple E customer account number with a Paladin Point of Sale customer account. On the top ribbon, click the Customers module or press Alt+2. Search for and view the customer account. Click the Electronic tab. In […]
