How to recall/activate a customer account
To recall/activate a customer account that has been “deleted” perform the following: In Paladin, on the top ribbon, select the Customers module. On the bottom ribbon, select F1 Advanced Lookup. In the Advanced Lookup window, in the Keyword Search box, enter the customer’s name. Click Find >>. You will notice that the when the customer […]
How to change the default tax information on a Customer account
Note: Before you begin this procedure, the correct tax definitions must be set up; therefore, it is recommended to consult an accountant or tax attorney. When you change the default tax definition, it will be applied to the current transaction and subsequent transactions. In Paladin, on the top ribbon, open the Customers module. In the Customer […]
Attention: Windows 7 no longer supported
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 […]
How to set basic sales and inventory data uploading from Ace
For stores that want basic sales and inventory data uploading from Ace without having to sign up for Ace Rewards, Paladin now offers a $29 monthly basic data upload service. Note: If a store is enrolled in Ace Rewards, they already have access to sales and inventory data uploads and should not use this […]
How to reprint an invoice
The following provides information on the several ways to reprint an invoice: How to reprint from the Invoice & Quote module How to reprint from the Customers module How to reprint from the Inventory module How Paladin printer settings affect invoice reprints Note: In your Paladin settings, if Use Receipt Printer for Invoice Reprint is […]
How to set up percentage discount for a customer
This procedure shows you how to apply an overall percentage discount to a customer’s statement balance. You can also set up trade discounts that can be limited to specific departments or classes and that are also applied to individual customers. Trade discounts are applied at checkout. 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. 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
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 Capital One Trade Credit account
Paladin is fully integrated with Capital One Trade Credit ®, a third-party financial management service that protects your business from credit risk. Capital One Trade Credit extends credit, takes on the risk of non-payment, and pays you upfront when your customers make purchases. If the Paladin Point of Sale Capital One Trade Credit integration and […]
