Note: This article includes step for you to transfer a customer balance from one type of accounting method to the Paladin Point of Sale system.  To maintain accurate record keeping, follow these procedures in this order:

  • Create a balance transfer department
  • Create a balance transfer SKU
  • How to create a customer account
  • How to transfer a balance from one system to the Paladin Point of Sale system

Create a balance transfer department

  1. Open Paladin POS.
  2. On the File menu, click Setup.
  3. In the Paladin Configuration window, click the Dept
  4. Click New.
  5. In the Name box, enter Balance Transfer.
  6. In the Department label number box, enter a department ID number.
  7. Click Close.

Create a balance transfer SKU

  1. On the top ribbon, click the Inventory
  2. On the bottom ribbon, click Add Item.
  3. In the Add New Item window, enter the following information.
    Name of box What to enter
    Part # BALTRN
    Description Balance Transfer
    Cost 0.00
    Sell Price 0.00
    SOH 0
    Department The department ID that you just created.
  1. Click F12/Add.
  2. Click the General
  3. In the Item Information banner, select the Non-Inventory check box.
  4. In the Administrator Login window, enter administrator credentials, and then click OK.
  5. On the bottom ribbon, click Save.
  6. Click the Pricing
  7. In the Pricing Levels pane, in the Ref column, enter the amount of the reference margin.

Note:  When you set a reference margin, you will maintain a constant margin on the item when the cost fluctuates.

  1. Click the Taxable checkbox to remove the check mark.
  2. Click Save.

How to create a customer account

  1. On the top ribbon, click Customers
  2. On the bottom ribbon, click Add Customer.
  3. In the Add Customer window, enter the customer’s information.
  4. Click F12/Add.
  5. Click the Credit
  6. In the Credit pane, enter a Credit Limit that is greater than the balance transfer amount, and then press Enter.
  7. Click Save.

How to transfer a balance from another system to the Paladin Point of Sale system

  1. On the top ribbon, click the Invoice/Quote
  2. In the Customer list, select a customer.
  3. In the Part Number box, enter this: BALTRN
  4. In the Price box, enter the Balance Transfer
  5. Optional: On the bottom ribbon, click Add Note.  In the Enter Notes box, enter the customer account number listed in the previous system, and then press Enter to save the note to the transaction.
  6. Click F8 Checkokut.
  7. On the bottom ribbon, click Charge, and then press Enter.
  8. In the Invoice Information window, add a MemoBALANCE TRANSFER.
  9. Click Next. The Transaction Complete window will appear and a receipt will be printed. If you do not want to print another receipt, click Done.

Note: To double check that the balance was transferred, click the Customers module, and then click the Balances tab. The new customer balance will appear.

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: 10/29/20