Repeat Rewards: Create or find a customer

In Paladin’s Invoice/Quote module, you can search for a customer’s Repeat Rewards ID when you process a sale.

This article provides instruction and information on the following:

• How to set up Repeat Rewards
• Create or find a Repeat Rewards customer

How to set up Repeat Rewards

1. In Paladin, from the main menu, select File > Setup.
2. Select the Rewards tab.
3. In the Rewards pane select Repeat Rewards from the Customer rewards program list.
4. To prompt for a rewards ID when you open the Invoice/Quote module, in the RepeatRewards pane, check Rewards # Prompt Beginning of Invoice.
5. To prompt for a rewards ID when you click Checkout at the start of the checkout process, in the RepeatRewards pane, check Rewards # Prompt End of Invoice.

Set the following parameters:

• Username
• Password
• Merchant ID
• Region ID
• Location ID
• Enable Remote Customer Management
• Exclude Classes From Repeat Rewards (Add Class or Remove)
• Exclude Departments From Repeat Rewards (Add Dept. or Remove)

Figure 1: Paladin Configuration/Rewards tab/ Repeat Rewards pane 

6. Click Save, then click Close.

Back to Top

Create or find a Repeat Rewards customer

When the feature is set, the Repeat Rewards window opens in the Invoice/Quote module at the following times during the checkout process:

• When an invoice is created and before items are added (Rewards # Prompt Beginning of Invoice checked).
• When the payment process starts after all items are added to the invoice, and you click Checkout (Rewards # Prompt End of Invoice checked)
• Both of these times (Rewards # Prompt Beginning of Invoice and Rewards # Prompt End of Invoice checked).

In the Repeat Rewards window you can add the Repeat Rewards ID in the following ways:

• Scan the ID card.
• Look up the ID manually.
• Look up the ID using the customer’s phone number.
• Look up the customer’s account using F1 Advanced Lookup.

Figure 2: Repeat Rewards window

Notes:

• The Repeat Rewards window will not appear when a customer account is selected for the invoice, even if the customer account includes a Repeat Rewards ID.
  • Note: This is if neither the Rewards # Prompt Beginning of Invoice and Rewards # Prompt End of Invoice are checked.

• If more than one ID match is found, all the matches are displayed in the Advanced Lookup window so you can choose the correct account.
• If a manual search for a Repeat Rewards ID or phone number does not find the ID in your customer accounts, you have two options. In the Repeat Rewards window:
  1. Search again with another ID or phone number, then click 1 – Try Again.
  2. Use the Rewards ID or Phone Number as entered, then click 3 – Use Anyway.

Figure 3: Repeat Rewards window with two options

Back to Top