In many 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 perform this: 

  1. In Paladin, on the top ribbon, select the Invoice/Quote module.
  2. On the bottom ribbon of the module, select F1 Advanced Lookup.
  3. Select the Customer tab.
  4. At the top of the tab, enable Ace Nat’l Lookup.
  5. If you are searching for multiple customers, enter as much information as possible in the following boxes:
    Note: Paladin will not search unless there is some information in each.
    First Name
    Last Name
    Zip Code

Should the National Lookup database contain too many partial matches, the following message is displayed:

8257image2

When less than one hundred partial matches are found, the results are displayed:

8257image3b

6. Highlight the customer of your choosing and press F8 Select Customer (or double click the line) to load the chosen customer in your invoice.

If you have questions or suggestions about this information, contact support@paladinpos.com.

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 5/18/22