How to set up percentage discount for a customer

Customers, Knowledge Base, Setup

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

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. 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

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, […]

How to view a customer’s projects in Excel

Customers, Knowledge Base

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

Customers, Knowledge Base

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

Customers, Knowledge Base, Rewards

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

Customers, Knowledge Base

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

Customers, Knowledge Base

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 […]