How to set up a Store Use customer account
A Store Use customer account allows you to: Track products you are pulling off the shelf to use in the store. Correctly reduce the stock on hand (SOH) quantities of the products you are pulling off the shelf. Track which employee is pulling these items off the shelf. Ring out these items at cost instead […]
Signatures
This article provides instruction and information on the following: How to enable Signature required Specify a signer and PO number for all credit card purchases How to set up Paladin to optionally skip any required signature Skip signature dollar limit How to turn on the authorized signer options for all credit card purchases How to […]
How to load a client’s logo onto a non-EMV Ingenico device
This article provides instruction and information on loading a client’s logo onto a non-EMV Ingneico credit card device. The reason these devices must be non-EMV is because Paladin is locked out of this capability by the 3rd party software, NETePay, required to process EMV payments. By default, the displayed logo is the Paladin logo, but […]
Customer File Export report
You can export Paladin customer account information for both active and inactive accounts. The following customer type details are provided in the Customer File Export report’s spreadsheet columns: Customer Type ID: The integer ID assigned to the customer type in Paladin. Example: 16 Customer Type: The customer type name. Example: Farm/Agriculture Customer Type Code: The […]
Farmers Co-Op Society (FCS) integration
The Farmer’s Co-op Society (FCS) integration allows FCS clients to track accounts receivable when Paladin is their point of sale. In Paladin, FCS clients can manually generate a daily export file of all invoices to upload. FCS clients can manually browse to a customer update file and process it to add new customers and update […]
Deliveries
Important Note: Mobile2Deliver must be set for Paladin delivery to be set up for client’s customers (Invoice/Quote). This article provides instruction and information on the following: How to add a delivery address and contact info to a customer account How to validate a customer’s delivery address (Avalara AvaTax™ accounts only) How to schedule a delivery […]
Overview: Orgill FanBuilder
Rich Rewards
This article provides instruction and information on the following: How to show store info on Rich Rewards coupons Rich Rewards point balance shown to cashier and on receipts How to exclude Rich Rewards items by department or class How to set up prompts for Rich Rewards ID at checkout How to earn a Rich Rewards […]
Guidelines to using SaferPayments for PCI compliance
The Payment Card Industry Data Security Standard (PCI-DSS) aims to enhance security for consumers by setting guidelines for any company that accepts, stores, processes, or transmits credit card information regardless of the number of transactions or the size of those transactions. If a Paladin client uses WorldPay for their credit card processor, they will have […]
How to obtain and set an app-specific password from Yahoo
To obtain and set an app-specific password from Yahoo, perform the following: Open a web browser to https://mail.yahoo.com and sign into the Yahoo email account. Click the Account Name in the upper right of the browser window, then click Account Info. Click Account Security. Note: Do not turn on 2-Step Verification. Click […]
Reprint an invoice
The following provides instruction and information on the following: How Paladin printer settings affect invoice reprints Reprint purchase orders without costs How to reprint from the Invoice/Quote module Invoice reprints from Invoice/Quote module How to reprint from the Customers module How to reprint a customer’s prior statement How to reprint a customer’s prior invoice How […]
Ace Hardware: In-store customer discounts on acehardware.com
Your customers can receive the same discounts that you offer them in-store (via pricing plans assigned to their Paladin customer account) when they shop at acehardware.com. Tip: To learn how to apply discounts to customers using pricing plans, see Pricing Plans. To set up this feature: Contact Paladin Support to turn on the Ace B2B […]
How to set up and apply trade discounts
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. When you set up this feature, statement discounts (applied per customer) will expire on a specific day of the month if the balance is unpaid. To apply a statement (percentage) discount to an individual customer account, see the How to set up percentage […]
How to send an email to all store account 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 Paladin’s Customers module and must have an email address on file. To set this feature: In Paladin, from the top menu, select Maintain > Utilities > […]
