User’s Guide: Mobile2Checkout app

Knowledge Base, Mobile Services | ID: 31256

The Mobile2Checkout app allows you to sell from anywhere with an Internet connection. Available for any Android device, the app’s intuitive design and easy-to-learn interface lets you make sales and process returns. The app supports payment using cash and credit cards (WorldPay processing and uDynamo card reader required).

New Mobile2Checkout features may require an app upgrade. To find out if you have the latest app or to ask for an upgrade, contact Paladin Support.

Learn more with visual representations: Paladin goes mobile–Sell anywhere with the Mobile2Checkout app

The Mobile2Checkout app supports these familiar invoicing features:

  • Add a customer to the invoice from your Paladin customer database
  • Scan and add items to the invoice using the camera on your device
  • Search for and add items to the invoice from your Paladin inventory database
  • Add items to the invoice manually by part number
  • Modify an invoice item’s quantity and price
  • Add invoice notes
  • Calculate sales tax based on the store’s sales tax settings
  • Accept cash, credit card, and charge payments
  • Process item returns
  • Store and recall quotes. 
  • Automatically apply pricing plans and show sale prices

Note: Loyalty program sales and points are not currently supported.​

To set up the Mobile2Checkout app in Paladin, from the top menu select Help, click Support, then click Submit a Help Request. Fill out the form and request the Mobile2Checkout app.

When the Mobile2Checkout app is set up on your Android device, you can follow these steps:

  1. Tap the Checkout icon

.mobile2.checkout icon
Figure 1: mobile2.checkout icon

  1. In the Company box and the Code box, enter the credentials that a Paladin Support representative gave you. In many cases, these credentials will be auto-filled.
  2. Enter your employee ID number and password.
  3. Tap Start. All transactions that you process will now sync with Paladin and will appear on your daily balancing reports.
  4. When you are connected, tap the name of your store. If your store has multiple locations, tap the store and corresponding location.
  5. Enter your EmployeeID and Password, then tap Login.
  6. Tap Start New Invoice to open the INVOICE
  7. Choose any of the options indicated in the following table:

Option

Steps

To add a customer to the invoice

In the Customer window, tap the Customer magnifying glass, then search for the customer. Tap Type to select one of the following Advanced Lookup search options, then tap any search result to add it to invoice:

  • All
  • Name
  • Account Number
  • Address
  • Phone
  • Rewards Number

To add items to the invoice

On the bottom ribbon, do any of the following:

  • Tap Scan Item, then use the device’s camera to scan the item’s barcode. Note: You can also use barcode scanner accessories for Android tablets.
  • Tap Search Inventory, search for the item by name or part number, then tap a search result to add it to the invoice. In the Add Item box, enter the part number

To change the quantity or price after you add an invoice item

In the Customer window, tap the pencil icon. In the EDIT window, enter the change, then tap Update.

To insert a note to the invoice

On the bottom ribbon, tap Add note, enter the note in the ADD NOTE screen, then tap Note to add the line item to the invoice.

To start the checkout process and complete the transaction

On the bottom ribbon, tap Checkout, then in the Amount Due window, select one of the following payment options:

  • Account charge: Tap Account Charge, collect the customer’s signature, then tap Accept.
  • Cash: Tap Cash, tap Submit, then tap Done.
  • CreditCard Payment: Tap CreditCard Payment, swipe the card, collect the signature, then tap Accept.

Note: Credit card payments require the uDynamo point-to-point encryption (P2PE) credit card device and Worldpay card processing.

To send an email receipt

Note: You must have an email account set up in the default Mail app on your Android device to use the email feature.

  • If you selected a Paladin customer with an email address on file, the invoice will be automatically sent to that email address.
  • If the Paladin customer does not have an email on file, an Email Receipt option will appear. To specify an email for the receipt, tap Email Receipt, enter an email address, then tap Send. Otherwise, tap Done.

To process a returned item

On the bottom ribbon, tap Checkout, then in the Amount Due window, select one of the following payment options:

  • Account charge: Tap Account Charge, collect the customer’s signature, then tap Accept.
  • Cash: Tap Cash, tap Submit, then tap Done.
  • CreditCard Payment: Tap CreditCard Payment, swipe the card, collect the signature, then tap Accept.

Note: Contact Paladin Support to obtain the point-to-point encryption (P2PE) credit card device for your Worldpay card processing account.

To store a quote

Tap Checkout, tap Save Invoice, then enter a Name and Memo to identify the transaction later.

To recall a quote

After you sign in, tap Recall Quote, then tap the quote you want to view. You can then edit the invoice and complete the sale.

 

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: 4/25/24