Set up a Store Use customer account

 A Store Use customer account allows you to:

• Track products you are pulling off the shelf to use in the store.
• Correctly reduce the stock on hand (SOH) quantities of the products you are pulling off the shelf.
• Track which employee is pulling these items off the shelf.
• Ring out these items at cost instead of charging yourself full retail price.
• Generate a month-end statement for a Store Use account.
• Discount the amount charged on a Store Use account.

This article contains instruction and information on the following:

• How to set up a Store Use Pricing Plan
• How to create a Store Use customer account
• How to complete an invoice on a Store Use customer account
• How to view previous invoices processed on a Store Use account
• How to discount the amount owed on a Store Use account

How to set up a Store Use Pricing Plan

1. In Paladin, from the main menu, select File > Setup.
2. Select the Pricing Plan tab.
3. In the Pricing Plans pane, under the Name field, click New.
4. In the Name box, enter: Store Use.
5. From the Discount or Markup list, select Markup Percent.
6. From the Cost or Retail Price list, select Market Cost.
7. In the Amt % box, enter: 0 (zero).
8. Click Save, then click Close.

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How to create a Store Use customer account

1. In Paladin, from the top ribbon, select the Customer module.
2. On the bottom ribbon of the module, select F2 Add Customer.
3. In the Add Customer window, enter the following:

• • In the Name box, enter Store Use (or the actual name of your store).
  • Optional: Fill in all address boxes.
  • In the Credit Limit box: enter the maximum dollar amount you want to allow your store to charge for products they are pulling off the shelf in a month’s timeframe.
  • From the Type list, select Store Use.

4. Click F12 Add.
5. On the bottom ribbon of the Customer tab, select F7 Adjust Pricing Plans.
6. In the Adjust Pricing Plans window, under Available Pricing Plans:, select the Store Use pricing plan you created and click Add>>>, then click F12 Finish.
7. On the bottom ribbon of the Customer tab, select F4 Projects & Auth. Signers.
8. In the Authorized Signers & Projects window, enable Authorized Signers.
9. In the Enter New Signer box: enter the first employee name allowed to charge on the account, then click Add.
10. Repeat step 9 until all employees allowed to charge on the account have been entered, then click F12 Finish.
11. Select the Credit tab.
12. Under the Credit pane, check Match Authorized Signers List?
13. On the bottom ribbon of the Credit tab, select F8 Tax.
14. In the Tax window, enable the correct taxes for this Store Use account.

Note: If you pay taxes on your inventory items when you purchase them from your supplier and not after the product has been sold in your store, you will want to make this a non-taxable account. To do this, enable None under all tax types (State, County and City).

15. Click F12 Finish.
16. On the bottom ribbon of the Credit pane, click F12 Save.

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How to complete an invoice on a Store Use customer account

1. In Paladin, from the top ribbon, select the Invoice/Quote module.
2. Enter or select the Store Use account from the Customer list.
3. Press Enter.
4. Add the items you pulled off the shelf to the invoice by scanning the UPC codes or entering the item’s part number in the Part Number field. You will notice that the items will automatically ring up at their Market Cost in the Price field due to the pricing plan you added to this Store Use customer account.
5. In the Quantity box, adjust the quantities to the correct amount you have pulled off the shelf for each item added to the invoice.
6. On the bottom ribbon of the module, click F8 Checkout.
7. In the Checkout tab, click F2 Charge, then press Enter.
8. In the Invoice Information window, select your name from the Authorized Signers list.
9. Optional: Add a Memo, PO number, or Project to specify why you are pulling these items off the shelf.
10. When prompted to sign for the charge, sign your name on your signature capture device, then click Next in the Signature Capture window to finalize the sale.
11. If you need a physical copy of the receipt, then use the one printed, or print a duplicate receipt in the Transaction Complete window, but know that all these transactions will be electronically stored under the Store Use customer account.

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How to view previous invoices processed on a Store Use customer account

1. In Paladin, from the top ribbon, select the Customers module.
2. Enter or select the Store Use account from the Customer list.
3. Press Enter.
4. Select the Credit tab.
5. Click the Customer Friendly magnifying glass at the top of the Sales History pane.
6. The Recent Sales History window opens listing all previous invoices processed on this Store Use account with the most recent on top and the oldest on the bottom. Double-click an invoice to either reprint it or open it in a PDF reader (depending on your settings).

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How to discount the amount owed on a Store Use customer account

At the end of every month when you run month-end statements, you will generate a statement for the Store Use account.

1. When you generate the month-end statement for this Store Use account, in Paladin, select the Customer module.
2. Enter or select the Store Use account from the Customer list.
3. On the bottom of the module, select F5 Account Payment.
4. In the Account Payment window, under the Totals pane:

• • In the Amount Paid box, enter: $0.00.
  • In the Discount Allowed box, enter the full amount owed on this account from the month-end statement you generated.
  • Leave the Check # box empty.

5. Click F12 Accept.
6. On the bottom ribbon of the Customers tab, click F12 Save.

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