Rewards: Exclude Special Orders from calculating rewards

Note: This feature only applies to Ace Rewards, Rich Rewards, and Repeat Rewards.

To exclude special orders from calculating rewards:

1. In Paladin, from the main menu, select File > Setup.
2. Select the Class tab.
3. Create a new class named “SO Rewards Exclusion.”
   1. Click New.
   2. In the Name box, enter: SO Rewards Exclusion
   3. In the Class ID box, enter an unused class ID. Used IDs are listed in the classes list on the left.
      Important: Make a note of this class ID. You will need it in a later step.
   4. Ace Hardware only: Check No Rewards.
      Important: To exclude classes from Ace Rewards, in addition to selecting this checkbox, you must also have a signed Addendum to your Ace Rewards Retailer agreement that specifies the classes for Ace to exclude. 
   5. Click Save, then click Close.

For Rich Rewards and Repeat Rewards only:

1. In Paladin, from the main menu, select File > Setup.
2. Select the Rewards tab.
3. Select either Rich Rewards or RepeatRewards from the Customer rewards program list.
4. In the Rich Rewards or RepeatRewards pane, in the Exclude Classes from Rich Rewards/RepeatRewards pane, enter the new class ID from step 3c above, click Add Class, then click Save.
5. Select the Company tab. 
6. In the Special Orders pane, in the Default Class for Special Order Items box, enter the class ID from step 3c above.
7. Click Save, then click Close.
8. Close and restart Paladin.

After you follow these steps, new special orders will automatically be assigned to the SO Rewards Exclusion class and excluded from earning rewards.