How to use Advanced Lookup to search for a customer account

Customers, Knowledge Base | ID: 6586

  1. Open Paladin Point of Sale.
  2. On top ribbon, click the Customers module.
  3. In the Customers tab, on the bottom ribbon, click Advanced Lookup.
  4. In the Advanced Lookup window, select one of the following options:
    • All
    • Name
    • Account Number
    • Address
    • Phone
    • Rewards Number
    • Ace Nat’l Lookup (This is available to Ace Hardware companies.)
  5. In the Keyword Search box, enter a search term, and then click Find.
  6. Highlight the Customer Name, and then click F8/Select Customer.

 

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