John Deere Financial is a third-party accounts receivable management company that handles all the logistics for the store’s John Deere customers.  It is partnered with J.P. Morgan and Chase bank, which assures next day payment to the store and sends monthly statements to customers.

After completing an application, the customer will be issued a private label credit card and assigned a credit limit.  Because the John Deere cards are not compatible with Paladin Point of Sale, they are used only as membership cards.  Invoices are charged to the customer’s John Deere account.

This article includes procedures that must be followed in this order:

  1. How to set up a John Deere account in Paladin Point of Sale
  2. How to process an invoice for a John Deere account
  3. How to process a payment towards a John Deere account
  4. How to track John Deere transactions for a specific date range

How to setup a John Deere account in Paladin Point of Sale

IMPORTANT: If a customer already has a charge account in Paladin Point of Sale that you want to keep separate from their John Deere charges, you must create a separate account. If the customer does not currently have an account setup in Paladin Point of Sale and they will only be charging through their John Deere account, you can just setup this one John Deere account.

  1. On the John Deere website, sign up the customer.
  2. Make a note of both the credit limit amount and account number that John Deere has assigned to the customer’s account.
  3. Open Paladin Point of Sale, and then sign in.
  4. On the File menu, select Setup.
  5. In the Paladin Configuration window, select the Customer Type
  6. In the Types pane, click New. The cursor will automatically populate in the Type field.
  7. In the Type field, type John Deere, and then click Save.
  8. Click Close.
  9. Click the Customers module.
  10. On the bottom ribbon, click Add Customer.
  11. Use the following table to enter information in the Add Customer window:

For this command

Enter this term

Name

JD – First Last, where First Last = the customers first and last name. Example: JD – John Doe.

Address

The customer’s billing street address.

City

The customer’s billing city.

State

The customer’s billing state.

Zip

The customer’s 5-digit billing zip code.

Credit Limit

The credit limit assigned by John Deere.

Note: This must equal the amount John Deere assigned to their account, otherwise the store might accidentally charge the customer more than the amount available on their account.

  1. In the Add Customer window, click Add. The new account will load in the Customers
  2. In the Customers module, in the Customers tab, in the Form Control pane, uncheck Create month-end statement. We must do this because John Deere will handle all financing/statements for these accounts.
  3. Select the Electronic tab.
  4. In the Alternate Customer IDs pane, click Edit ID Data.
  5. In the Alternate ID Manager window, in the Enter Alt ID field, enter the customer’s John Deere account number.
  6. In the type list, adjacent to the Enter Alt ID field, select Other, and then click Add.
  7. Click F12 Finish. The Alternate ID Manager window will close, and the customer’s John Deere account number will appear in the Alternate Customer IDs pane.
  8. In the Alternate Customer IDs pane, select John Deere from the Customer Type list.
  9. Click Save.

How to process an invoice for a John Deere account

  1. Open Paladin Point of Sale, and then sign in.
  2. On the top ribbon, click the Invoice/Quote module.
  3. In the Invoice/Quote tab, in the Rewards box, enter the customer’s John Deere account number, and then press Enter. The customer’s John Deere account will be added to the invoice.
  4. Scan or manually add the desired items to the invoice.
  5. Click Checkout.
  6. Click Charge, and then press Enter.
  7. In the Invoice Information window, click Next.
  8. In the Signature Capture window, have the customer sign on your signature capture device.
  9. When their signature appears in the Signature Capture window, click Next. The sale will be finalized and their receipt will print.
  10. In the Transaction Complete window, click Duplicate Receipt, and then click Done.
  11. Using the duplicate receipt that you just printed, duplicate the transaction on the John Deere website.

How to process a payment toward a John Deere account

John Deere customers will pay their accounts on the John Deere website.  When you receive the financing money from John Deere for the customer’s payment, pay off the customer’s John Deere account in Paladin Point of Sale.

  1. Open Paladin Point of Sale, and then sign in.
  2. On the top ribbon, click the Invoice/Quote module.
  3. In the Invoice/Quote tab, in the Rewards box, enter the customer’s John Deere account number and then press Enter. The customer’s John Deere account will be added to the invoice.
  4. Click Account Payment.
  5. In the Account Payment window, in the Payment box, enter the payment amount, and then click Checkout.
  6. In the Checkout tab, click Check, and then press Enter.
  7. In the Check Processing window, in the Check # field, enter JD- followed by the 5-digit check number. Example: JD-12345.
  8. In the Check Processing window, click Next.
  9. In the Transaction Complete window, click Done.

How to track John Deere transactions for a specific date range

This procedure will help accountants track all charges to John Deere accounts within a specific date range, which will give the accountant the information that is needed for John Deere charge records.

  1. Open Paladin Point of Sale, and then sign in.
  2. On the top ribbon, click the Payment Method list, the Reports module.
  3. In the Reports pane, select Sales Analysis, and then select What I Need To Know.
  4. In the Report List pane, select Transaction Report, and then click Next.
  5. In the Transaction Report window, in the Report Settings pane, enter the following settings:

Selection

Beginning

Ending

InvoiceDate

The first day you want to look for John Deere transactions. Example: 01-Jan-17

The last day you want to look for John Deere transactions. Example: 31-Jan-17

  1. In the Additional Settings pane, the Payment Method list, select either ROACheck or Charge.
  2. In the Additional Settings pane, in the Keyword Search list, select CustomerType. The second Keyword Search list will appear with a list of customer types.
  3. In the second Keyword Search list, select John Deere, and then click Run Report.
  4. The Transaction Report will open in Adobe Reader.
    • This report can be used to post the correct John Deere transaction details to the John Deere website if the transactions were not posted when the initial invoices were processed.
    • This report is also good to keep on record for the John Deere transactions during the date range selected.

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: 9/22/19