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. […]
Pricing Plans
Note: Paladin can run many sale types. For guidance and training, contact Customer Support. Important: For multi-stores, you must enter the same supplier name for each store. If you do not do this, you will create multiple pricing plans and sale lists. For example, do not use these variations: Sunset, sunset, sunset1, sunset2, etc. Instead, […]
Export department list into Excel
You can export a list of department information into an Excel spreadsheet with the following columns: Department name Store # Store Dept Non-Taxable State Non-Taxable County Non-Taxable City Non-Taxable PO System Number-of-Days % Suggested Min Factor % Minimum Margin % To export the department list into an Excel file: In Paladin, from the main menu, […]
Email invoices
This article provides instruction and information on the following: How to set up Paladin to send email invoices How to email an invoice How to email an invoice at checkout Emailed invoices show the invoice number in the subject line How to customize a message on emailed invoices How to set up Paladin to send […]
Payment Management
This article provides instruction and information on the following: How to apply a payment to an invoice How to view all payment charges and credits to an account or project How to view Applied Credit History How to correct a payment that was mistakenly applied to an invoice How to apply a payment to an […]
Layaway Orders
This article provides instruction and information on the following: How to create a layaway account How to create a layaway order How to receive a layaway payment How to view a layaway status How to recall and complete a layaway transaction How to create the payment report for all layaway orders How to create the […]
Customer accounts
This article contains instruction and information on the following: How to create/add a customer account Securing Customer primary address Exiting a customer account How to delete (inactivate) a customer account How to close (write off) an uncollectible account Exclude inactive (deleted) customer accounts How to restore a deleted customer account How to rename a customer […]
Using 2-D scanner for customer information
You can use your 2-D scanner to automatically insert customer information. You can scan a driver’s license to: Add a customer. Add customer information when an ID is required when you create an invoice. Add customer information for tax exemption. Add customer information to a special order. Sign up a customer for Ace Hardware rewards. […]
Payment to a charge account: Check or money order
Note to accountants: Payments by check or money order do not require printed receipts. If you are processing large quantities of checks or money orders, you can save time by using Paladin’s Customers module. In Paladin, on the top ribbon, select the Customers module. On the bottom ribbon of the module, click F1 Advanced Lookup. In the Advanced […]
Close an uncollectible account
To close an uncollectible account: In Paladin, on the top ribbon, select the Customers module. In the Customers tab, enter or select a customer account from the Customer list. Select the Balances tab and note the total amount owed by the customer. On the bottom ribbon of the tab, select F5 Account Payment. In the […]
Ace National Lookup option
Note: In most cases, you can enter a last name and a zip code to find rewards information on a customer. For even more information, you can enable the Ace Nat’l Lookup radio button and be given all stores participating in Ace Rewards. To use the Ace National Lookup option: In Paladin, on the top […]
Add multiple customer email addresses
In Paladin, you can add multiple customer email addresses. To add email addresses: In Paladin, from the top ribbon, select the Customers module. Enter or select a customer account in the Customer box. In the Contact Information pane, click in the E-mail: box. In the Email Manager window, enter an email address in the Enter […]
