Accept checks from customers option
This feature allows your lesser-known customers to pay with cash or credit card only. Check payments will not be accepted. This feature is turned off by default. When a check payment is not allowed, in Paladin’s Invoice/Quote module, on the bottom ribbon of the Checkout tab, F4 Check payment type is unavailable. When this feature […]
Add or remove a supplier
Add a supplier To add a supplier: In Paladin, from the main menu, select File > Setup. Select the Supplier tab. At the bottom of the ID/Name list, click New. Enter the supplier name in the Name box. Enter a number that is not already in use in the Supplier Number box. Complete the Address, Phone Number, […]
HomePass accounts in Paladin
HomePass is a third-party accounts receivable management company that handles all the logistics for the store’s HomePass customers. It is partnered with Credit First National Association (CFNA), assures next day payment to the store, and sends monthly statements to customers. After completing an application, the customer will be issued a private label credit card and […]
Paladin Swifter™: Speed up Paladin with a database tune-up
Your Paladin database is busy recording data from your store operations day in and day out. Over time, this daily data piles up and can impact your database performance. Most of this data is old and no longer needed by your store. To keep your database working smoothly and efficiently, Paladin recommends that you give […]
Recent Sales History: Pmt Type column displays last 4 credit card digits
To view recent sales: In Paladin, on the top ribbon, select the Customers module. Enter or select a customer account from the Customer list. Select the Credit tab. On the top of the Sales History pane, click either the Customer Friendly or Accounting Department magnifying glass. In the Recent Sales History window, when a transaction […]
Customer messages
In Paladin, you can create messages for many purposes, including the following: Upsell products and services Broadcast upcoming events for your store or community Show support for local charities Promote in-store loyalty program Send customers to a webstore or social media sites Protect your company from liability issues by providing information, including the following: Legal […]
Flex cards
This article provides instruction and information on the following: Background information How to process a Flex card that is swiped How to process a Flex card that is manually entered Returns to FSA accounts How to add a new Flex card to store on file How to process a Flex card that is stored on […]
Supplier Billing document
A Supplier Billing document looks like an invoice but does not affect inventory or accounting totals. This document can be useful if you need to pre-approve a sale with a customer. When you create a Supplier Billing document, the document is printed automatically. If the customer has an email on file, a PDF of the […]
Specify inactive (deleted) items at checkout
Paladin lets you choose how inactive (deleted) inventory items are handled when they are scanned or manually-entered in the Invoice/Quote module. Figure 1: Paladin Configuration: Deleted Part Behavior option To set up how to deleted (inactive) inventory items in the Invoice/Quote module: In Paladin, from the main menu, select File > Setup. Select the Invoice […]
Customer types
Customer types let you categorize customers in Paladin. You can assign these types to your customer accounts in Paladin’s Customers module. Paladin provides a default set of customer types, and you can define your own (except for Ace Hardware stores, which must use the default set). Many reports provide business statistics by customer type, including […]
Repeat Rewards: Assign rewards number to a customer account
To assign a rewards number to a customer account: In Paladin, on the top ribbon, select the Customers module. Enter or select a customer account in the Customer list. Click the Electronic tab. In the Alternate Customer IDs pane, click Edit ID Data. In the Alternate ID Manager window, in the Enter Alt ID box, enter […]
Customer projects
Customer projects are specific categories defined in Paladin’s Customers module and assigned to an invoice when a customer pays by cash, credit card, or charges their account. With manager approval, a customer project can also be created or restored at checkout. Later, a customer’s sales history can be filtered by project in reports, such as […]
Check numbers in customer Credit Notes Field
When a customer makes an account payment with a check, the check number can be entered in Paladin’s Customer module > Electronic tab > Account Payment window (opened by pressing F5 Account Payment on the bottom ribbon of the Customer module). After a customer makes the payment, the Check Processing window opens, and the cashier must […]
Cancel a Paladin subscription
Paladin Data Corporation will accept a cancellation request that is in writing and provides a 30-day notice. To cancel your subscription, save your data (see the Important Considerations section below), then send an email to billing@paladinpos.com with: Store name Store city and state Reason for cancellation Note: Be sure to include an email address where Paladin […]
Ace Rewards: Customer types
You can assign the following types (Figure 1) to your customer accounts in Paladin’s Customers module, and they will then be included in your nightly Ace upload data. Note: Ace Rewards customer types cannot be edited or removed and appear in Paladin’s Customers module and Invoice/Quote module when signing up a new Ace Rewards member. […]
