You can assign customer types to your customer accounts. Paladin provides a default set of customer types, or you can define your own using the following procedure.

Note for Ace Hardware stores:  You must accept the default types, because you cannot create user-defined types or hide the default 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. Then, 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.
    • To show only customers types that you created in Paladin when you select a customer type for a customer (Customers module) or in reports, select Hide default types from dropdowns. (Not available for Ace Hardware stores.) This feature requires release 2021-D or build 4495.
  3. Click Close to close the window.
  4. Restart Paladin.

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: 9/23/21