New Features for Stores
Orgill Product Images
Orgill product images are now available in Advanced Lookup. No set-up is required. For more information, see the Orgill Images knowledgebase article.
Exclude Special Orders Deposits from Customer Balances configuration option
Clients can now choose to exclude special order deposits from account balances. While taking deposits on special orders, the credit added to the account changes the balance on an account. Sometimes a deposit taken will be larger than the current amount owed, resulting in a credit balance. In such cases, a statement is not generated when statements are run. If the special order is completed during a future billing cycle, the account balance returns to normal and a past due balance may appear when statements are run again.
This configuration is located in File > Setup > Company tab > Special Orders. For more information, read the Special Orders knowledge base article.
This feature is available to stores running the build ending in 7919.1, and higher.
Customer Document Attachments
Efficiently managing customer accounts requires quick and thorough due diligence. Storing customer documents within Paladin allows for quick future reference and reduces the need for physical storage space.
- Attach documents to customer accounts
- Retrieve docs from Paladin’s Customers module
- Scan documents directly to the customer account
- Eliminate paper files
- Safely store documents in Paladin’s Cloud Storage solution
This feature requires enablement in the Remote Access tab of File > Setup. For more information and instruction, refer to the Paladin Cloud Document Storage knowledgebase article.
This feature is available to stores running the build ending in 7692.1, and higher.
Net Promoter Score
High quality customer service is vital to building customer loyalty. Paladin has incorporated the Net Promoter Score (NPS) to help stores measure their effectiveness at delivering a quality customer experience. NPS is based on a single survey question asking respondents to rate the likelihood that they would recommend a store to a friend or colleague.
This feature allows stores to configure the frequency of surveys to customers and review the score data in Point of Sale.
- Easily configure customer survey emails
- View survey results in the Customer module
Paladin Data Corp uses NPS internally to measure the quality of our customer support, and firmly believes in this methodology. For more information, refer to the Net Promoter Score knowledgebase article.
This feature is available to stores running the build ending in 7667.1, and higher.
To request training on these features or any other topic, in Paladin go to Help > Support > Submit a Help Request and choose the Request Training category.
If you have questions or suggestions about this information, contact support@paladinpos.com.
