Signatures

Customers, Invoice/Quote, Knowledge Base, Policy, Process, Setup

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 […]

Customer File Export report

Customers, Knowledge Base, Reports

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

Customers, Integration, Knowledge Base

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

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 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 […]

Rich Rewards

About, Commerce, Customers, Knowledge Base, Process, 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 set up prompts for Rich Rewards ID at checkout How to exclude Rich Rewards items by department or class How to rebrand the Rich Rewards […]

Guidelines to using SaferPayments for PCI compliance

About, 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 […]

Obtain and set an app-specific password from Yahoo

Customers, Knowledge Base, Process, Setup

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

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

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 […]

Set up and apply trade discounts

Customers, Knowledge Base, Process, 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 […]

Set up 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 the How to set up percentage […]