How to set the default customer ID

Customers, Knowledge Base
On the top ribbon, click the Customers module or press Alt+2. On the bottom ribbon, click Advanced Lookup or press F1. Search for the customer, and then click Select Customer or press F8. Click the Electronic tab. A list of IDs for this account will appear in...

How to remove an customer ID

Customers, Knowledge Base
On the top ribbon, click the Customers module or press Alt+2. On the bottom ribbon, click Advanced Lookup or press F1. Search for the customer, and then click Select Customer or press F8. Click the Electronic tab. A list of IDs for this account, appears in...

How to edit customer account IDs

Customers, Knowledge Base
On the top ribbon, click the Customers module or press Alt+2. On the bottom ribbon, click Advanced Lookup or press F1. Search for the customer, and then click Select Customer or press F8. Click the Electronic tab. A list of IDs for this account will appear in...

How to merge duplicate customer accounts

Customers, Knowledge Base
Duplicate customer accounts can exist for various reasons. Example: Different family members may have created separate accounts over time. Example: One pharmacy account could be created manually when the customer calls in a prescription, and the second pharmacy...

How to void a transaction

Customers, Knowledge Base
Open Paladin Point of Sale. On the top ribbon, click the Customers module. In the Customer box, enter the Customer Account information. Note: If the customer does not have an account, select 0-Cash Sale. Click the Credit tab. In the Sales History section, click the...