Farmers Co-Op Society (FCS) integration

About, Customers, Integration, Knowledge Base

The Farmer’s Co-op Society (FCS) integration allows FCS clients to track accounts receivable when Paladin is the point of sale. 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 existing customers […]

Deliveries

About, Commerce, Customers, Invoice/Quote, Knowledge Base, Process, Setup

Important Note: Mobile2Deliver must be set for Paladin delivery to be set up for client’s customers (Invoice/Quote). This article provides information and instruction on the following: How to set up Mobile2Deliver and delivery options (Internal Only) How to add a delivery address and contact info to a customer account How to validate a customer’s delivery […]

Rich Rewards

About, Commerce, Customers, Knowledge Base, Process, Rewards

As of 04/05/2022, all individual Rich Reward KBAs are combined in to this single article. It is organized in to the following section list, each with a hyper link to them and a Back to Top link to bring you back to the section list: How to order Rich Reward Loyalty cards/displays How to set […]

Guidelines to using SaferPayments for PCI compliance

Customers, Knowledge Base, Policy, Process

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 to […]

PCI DSS Compliance through Worldpay

Customers, Knowledge Base, Policy

Although Worldpay has moved their Payment Card Industry Data Security Standard (PCI DSS) from Trustwave to Safer Payments, this article provides information on both. Note: It is our understanding that Worldpay still supports Trustwave, but have them contact Worldpay for confirmation and any other questions they may have regarding Trustwave. Safer Payments Safer Payments is […]

Attention: Windows 7 no longer supported

Customers, Knowledge Base, Policy

Paladin support for Windows 7 will end January 10, 2022. Correct operation of Point of Sale cannot be guaranteed after this date. We highly recommend that our clients contact Paladin Support (1.800.725.2346 opt.2) to purchase a new computer as soon as possible, as back orders may cause them not to get a new PC as […]

Reprint an invoice

About, Customers, Inventory, Invoice/Quote, Knowledge Base

The following provides information on the several ways to reprint an invoice: How Paladin printer settings affect invoice reprints Reprint purchase orders without costs and more new options 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 […]

How to set up and apply trade discounts

Customers, Knowledge Base, Setup

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

Customers, Knowledge Base, Setup

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 How to apply a percentage discount […]

How to send an email to all charge customers

Customers, Knowledge Base, Maintain

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 view a customer’s emails in Excel

Customers, Knowledge Base

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, […]