You can assign customer types to your customer accounts. Paladin Point of Sale provides a default set of customer types, or you can define your own.

Note for Ace Hardware stores:  You must accept the default types, because you cannot create user-defined types.  Customer types will be uploaded with your nightly Ace upload data.

  1. On the File menu, click Setup.
  2. In the Paladin Configuration window, click the Customer Type tab. The current list of customer types will appear in the Types pane.
    • To add a new customer type, click New.
    • In the Type box, enter the customer type name, and then click Save.
    • To remove a user-defined customer type, highlight the customer type in the list, and then click Remove. Default customer types cannot be removed.
  3. If you made changes to the customer types, exit Paladin Point of Sale, and then start it again before opening a customer account.

Learn more
About customer types

 

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: 9/20/19