Important Note: Mobile2Deliver must be set for Paladin delivery to be set up for client’s customers (Invoice/Quote).

This article provides instruction and information on the following:

How to add a delivery address and contact info to a customer account

  1. In Paladin, on the top ribbon, select the Customers module.
  2. Enter or select the customer from the Customer list. 
  3. On the Customers tab, in the Delivery Information pane, enter an address for the delivery.
  4. Note: If the delivery address is different from the customer’s mailing address, uncheck Delivery address same as mailing?
  5. In the Contact Information pane, enter the following
    Attn: Enter the point of contact for the delivery name.
    Phone: Enter a phone number that the point of contact can be reached at. Note: There is also an option for a cell phone number.
    E-mail: Enter an email for the point of contact. Note: If multiple email addresses exist for the customer, click the green arrow at the end of the E-mail box. A list of email appears to choose an email address from.
  6. Click F12 Save.

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How to validate a customer’s delivery address (Avalara AvaTax™ accounts only)

  1. In Paladin, on the top ribbon, click the Customers module.
  2. Enter or select a customer from the Customer list.
  3. If the customer account has a Delivery Address, Avalara AvaTax™ will automatically verify the address and may recommend an update. If an update is suggested, in the Address Validation window, do one of the following:
    • To change the delivery address to the Updated Address, click Suggested.
    • To keep the Original Address, click Original.


Figure 1: Address Validation window

If the customer account does not have a Delivery Address, enter a delivery address, and then click F12 Save. Avalara AvaTax™ will automatically verify the delivery address and may offer suggested changes.

  1. Optional: Update the primary address to match the delivery address, and then click F12 Save. Avalara AvaTax™ will not change the primary address.


Figure 2: Primary address and Delivery address

To learn more on Avalara AvaTax™ refer to: About Avalara AvaTax™

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How to schedule a delivery

Note: In order to use the Schedule Delivery option, you must first set the Delivery options and the Mobile2Delivery Options. For instruction on setup, see: How to set up Mobile2Deliver and delivery options (Internal Only)

After you have set up the Mobile2Delivery and Paladin delivery options, to schedule a delivery:

  1. In Paladin, on the top ribbon, click the Invoice/Quote module.
  2. Enter or select a customer from the Customer list.
  3. Enter a Part Number.
  4. Press Enter.
  5. When done entering part numbers, click F8 Checkout.
  6. In the Checkout tab, click F10 Schedule Delivery.
  7. A message will appear stating that “Delivery details will be collected during checkout.”
  8. Select a payment method, then press Enter.
  9. In the Schedule Delivery pane, enter information for Delivery Details (required fields are marked with an asterisk).


Figure 3: Schedule Delivery window/Delivery Details

Note: You can change the default information in the E-Mail box for each Scheduled Delivery that you create. However, it will not become default information on subsequent deliveries.
Special Instructions will be shown to the driver and the customer.

  1. Click Next >>.
  2. In the Schedule Delivery window, enter the address details for the delivery. 


Figure 3: Schedule Delivery window/Delivery Address

  1. Click Next >>.
  2. In the Transaction Complete window, select an option for printing. Select 1 None if you do not want a receipt or invoice printed. 


Figure 4: Transaction Complete window

  1. Click Done. Information on the delivery will appear on the receipt.


Figure 5: Delivery information on receipt

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How to view delivery details

  1. In Paladin, on the top ribbon, select the Invoice/Quote module.
  2. On the bottom ribbon of the module, click F5 Recall Transaction.
  3. On the top of the Recall Transaction window, enable Delivery.
  4. Double-click a delivery line item.
  5. In the Delivery Details pane, the Delivery Status line item will appear as Delivered, Open, or Canceled.
  6. Scroll to Delivery Notes and Delivery Photos to see any notes or photos.


Figure 6: Delivery Details window

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How to view daily deliveries on a desktop

  1. In Paladin, on the top ribbon, select the Invoice/Quote module.
  2. On the bottom ribbon of the module, click F6 Recall Transaction.
  3. In the Recall Transaction pane, select Delivery.
  4. To recall the delivery details, double-click the selected row (highlighted in red).
  5. To recall the original sale invoice, double-click the first magnifying glass on the selected row.
  6. To recall the delivery invoice, double-click the second magnifying glass on the selected row. A PDF of the invoice appears with delivery details.

Note: The second magnifying glass will only appear when the delivery is completed.

  1. To edit the delivery schedule, double-click the wrench icon.
  2. To cancel the delivery or change to a local pickup, double-click the trash can icon.
    • In the Status column, there are four indicators that will appear as icons:

Indicator

Delivery status

Yellow exclamation point

Open

Green check mark

Completed

Blue check mark

Picked up in store

Red check mark

Canceled

On the top of the Recall Transaction window, you can select the status of the delivery from the Status list. The options are:

  •   All, Open, Delivered, Closed, Pickup, Cancelled

The Start Date and End Date ranges are also shown. These can be edited/changed.

9. Make any changes to the status and dates, then press F5 Refresh. The information in the Recall Transaction window will reflect the changes.

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How to capture the customer’s signature and complete the delivery

Note: The driver must have the login credentials for Mobile2deliver to complete this step. If you do not know your Mobile2deliver login credentials, please contact Paladin support.

  1. From a mobile phone or tablet that has an Internet connection, go to https://mobile2.paladinpos.com/app/deliver/v1/, enter your store’s login credentials, then click Login.
  2. If this is a first-time login, have the driver bookmark this site and save the login credentials.
  3. From the store page, select the store’s name.
  4. From the delivery truck list, select the truck or employee name.
  5. Select the scheduled delivery from the drop-down menu. If the delivery was scheduled on a different day, select filter, choose the date range, then click the arrow next to update deliveries.
  6. Optional: To open the address in Google Maps, click the ellipses next to the delivery. This will open the Google Maps page for the delivery address that was added at the time of scheduling the delivery.


Figure 7: Link to Google maps

  1. To select a delivery, click the right arrow.
  2. Once the delivery is selected, you can view all related information about the delivery. This includes all SKUs and items quantities for the invoice, delivery address details, customer information, and any notes attached to the delivery.


Figure 8: Delivery items information

  1. Once the product has been delivered, to attach a photo or add notes to the delivery, select either Photos or Notes at the bottom of the screen.
  2. To collect a signature and complete the delivery, select the Signature button to proceed to the signature capture screen. Note: An Internet connection is required at this point; otherwise, the delivery cannot be completed..
  3. Once the signature has been captured, select the Accept button.


Figure 9: Customer Signature window

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How to Collect on Delivery (COD)

The collect on delivery (COD) feature allows your customers to pay for purchases when they are delivered. The payment option is available when you use the Schedule Delivery feature in these scenarios: 

How to turn on the COD feature

The COD feature is an optional and available only when you use the Schedule Delivery feature in Paladin.   

  1. In Paladin, from the main menu, select File > Setup. 
  2. Select the Delivery tab. 
  3. Check Enable COD Deliveries
  4. Click Save and then click Close.
  5. Close and restart Paladin.

How to collect on delivery when a customer has no store credit

When the COD feature is turned on, and you select Schedule Delivery for a customer who does not have a store line of credit (credit limit of zero), the Charge payment type becomes available and offers the option to collect payment on delivery. 

Example: Customer Bill Smith has no store credit. 


Figure 10: Credit Limit

Bill Smith makes a purchase and asks for it to be delivered and to pay for the shipment when it arrives. This is a collect on delivery or COD payment. The cashier creates the invoice and then clicks Schedule Delivery on the Checkout tab, enabling the Charge payment type.

 
Figure 11: Charge payment type

The cashier clicks Charge and selects Collect this amount on delivery: COD


Figure 12: Collect this amount on delivery: COD

The cashier completes the sale, and the receipt shows the amount to collect on delivery. 


Figure 13: Amount to collect on delivery

The delivery person delivers the items and collects payment from Bill Smith. When the delivery person returns to the store with Bill’s payment, the payment is applied as an Account Payment to Bill Smith’s account in the Invoice/Quote or Customers module.


Figure 14: Account Payment window

Tip: When you use the COD feature, invoice payments are recorded as Charge payments in the customer’s Sale History. If the customer pays by check at the time of delivery, you can optionally record the check number and account info when you apply the account payment.  

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How to collect on delivery when a customer exceeds their store credit

The COD option will also appear for customers who have a store line of credit when the Charge amount on a purchase exceeds their available credit.  

Example: Customer Mary Smith has a store line of credit. 


Figure 15: Credit Limit

Mary wants to make a purchase for delivery using her store credit. However, the purchase amount will cause her to exceed her current available credit. In this scenario, a manager can approve a temporary extension in her credit limit OR she can opt to pay on delivery or COD.


Figure 16: Credit limit exceeded/Manager Approval 

If you select the COD option, the entire invoice amount will be due at delivery.


Figure 17: Full amount collected on delivery

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How to cancel a delivery

When wanting to cancel a delivery, you need to pay extra attention to what it is that you are wanting to do. The Reason list in the Cancel Delivery window provides two options:

  • Cancel Order – This will cancel the order, not just the delivery.
  • Local Pickup – This will cancel the delivery but not the order. The customer will have to come by the store to get their item(s). 

A safeguard has been created to avoid the misunderstanding of “cancel order.” If you do select Cancel Order, the Cancel Delivery window opens asking if you really want to cancel the delivery and credit the customer for the purchase.

To cancel a delivery:

  1. In Paladin, on the top ribbon, select the Invoice/Quote module.
  2. On the bottom ribbon of the module, click F6 Recall Transaction.
  3. On the top of the Recall Transaction pane, select Delivery.
  4. Double click the trash can icon next to the transaction.
  5. In the Cancel Delivery window, in the Reason list, select Cancel Order.


Figure 18: Cancel Delivery window

  1. Optional: In the Notes box, enter information about this cancellation.
  2. Click OK.
  3. In the Cancel Delivery window, click Yes.


Figure 19: Cancel Delivery option

In the Status column of the Recall Transaction window, a red X will indicate that the delivery was cancelled.


Figure 20: Status column of the Recall Transaction window

A note that the delivery was cancelled shows on the receipt.


Figure 21: Delivery cancelled shown on receipt

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How to set Local Pickup for a delivery

The Local Pickup option cancels the delivery but not the order. The customer will have to come by the store to get their item(s).

To set Local Pickup of a delivery:

  1. In Paladin, on the top ribbon, select the Invoice/Quote module.
  2. On the bottom ribbon of the module, click F6 Recall Transaction.
  3. On the top of the Recall Transaction pane, select Delivery.
  4. Double click the trash can icon next to the transaction.
  5. In the Cancel Delivery pane, in the Reason list, select Local Pickup.


Figure 22: Cancel Delivery/Local Pickup option

  1. Click OK

In the Status column of the Recall Transaction window, a blue X will indicate that the delivery was changed for Local Pickup.


Figure 23: Status column of the Recall Transaction window

A note that the delivery is for Local Pickup shows on the receipt.


Figure 23: Delivery is for Local Pickup shown on receipt

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How to mark delivery as complete within Paladin (not in Mobile2Deliver)

To mark a delivery as complete, the most common is using a Mobile2Deliver app device and gaining a signature at time of delivery and marking the delivery as complete. But there are times when a Mobile2Deliver app device is not available. With this, Paladin has an option to mark a delivery as complete within Paladin.

To use this option: 

  1. In Paladin, on the top ribbon, select the Invoice/Quote module.
  2. Enter or choose the customer in the Customer list.
  3. On the bottom ribbon of the module, select F6 Recall Transaction.
  4. On the top of the Recall Transaction window, enable Delivery.
  5. Double click the trash can icon at the end of the delivery line.


Figure 24: Recall Transaction window

  1. In the Cancel Delivery window, select Complete Delivery from the Reason list.
  2. Add any notes in the Note box.
  3. Click OK.


Figure 25: Cancel Delivery window/Complete Delivery option

  1. The Complete Delivery window opens asking ” Complete the delivery and accept the invoice “as is?”


Figure 26: Complete Delivery window/Complete the delivery and accept the invoice “as is?”

  1. Click Yes.
  2. In the Recall Transaction window, a green check mark is displayed under Status indicating the delivery was made and closed.


Figure 27: Recall Transaction window

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How to create the Delivery Transactions Report

  1. In Paladin, on the top ribbon, select the Reports module.
  2. In the Report Area pane, select Sales Analysis > What I Need to Know.
  3. In the Report List pane, select Transaction Report.
  4. In the Choose Report pane, click F12 Next.
  5. In the Transaction Report window, enter or select sorting information to create the report.
  6. In the Additional Settings pane, select NoteField from the Keyword Search list, and then enter Delivery in the box next to it.
  7. Click F12 Run Report.

A PDF file of the report opens.

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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: 12/07/22