In the Invoice/Quote module, you can search more easily for a customer’s Repeat Rewards ID when you process a sale.
This feature is turned on in Paladin Configuration. We recommend you use this feature to help you promote the Repeat Rewards program.
- In Paladin, from the main menu, select File > Setup.
- Select the Rewards tab.
- In the Rewards pane select Rich Rewards from the Customer rewards program list.
- To prompt for a rewards ID when you click the Invoice/Quote module, in the Rich Rewards pane, check Rewards # Prompt Beginning of Invoice.
- To prompt for a rewards ID when you click Checkout at the start of the checkout process, in the Rich Rewards pane, check Rewards # Prompt End of Invoice.
- Click Save, and then click Close.
How it works
You can set up this feature to request a Repeat Rewards ID in the Invoice/Quote module at the following times during the checkout process:
- When an invoice is created and before items are added
- When the payment process starts after all items are added to the invoice, and you click Checkout.
- Both of these times
These times are chosen in Paladin Configuration.
At your selected times, a Repeat Rewards window appears, and you can add the Repeat Rewards ID in the following ways:
- Scan the ID card
- Lookup the ID manually
- Lookup the ID using the customer’s phone number.
- Lookup the customer’s account using F1 Advanced Lookup
Note: The Repeats Reward window does not appear when a customer account is selected for the invoice, even if the customer account does not have a Repeat Rewards ID.
If more than one ID match is found in the Advanced Lookup search, all matched counts are displayed so you can choose the correct account.
If a manual search for a Repeats Reward ID or phone number does not find the ID in your customer accounts, you have two options:
- Press 1 to search again with another ID or phone number
- Press 3 to add the ID number to the invoice anyway
Note: A customer may not have an account with this Rich Rewards ID in your database, but the Repeat Rewards ID may still be valid. When you add the ID to the invoice, the customer will receive credit for his purchase.
If you have questions or suggestions about this information, contact email@example.com.