Join the mobile revolution and expand your business with the Paladin Mobile2Checkout app. Available for any Android device, the app’s intuitive design and easy-to-learn interface lets you make sales and process returns from anywhere with an internet connection.

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 a transaction for later processing in Paladin Point of Sale. This feature is useful when you want to create the invoice on a mobile device, and then apply pricing plans on a Paladin Point of sale terminal later.
  • Coming soon: Support for customer loyalty programs, customer pricing plans and corporate promotions

To set up the Mobile2Checkout app, contact Paladin Support..


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

  1. Tap the Checkout icon.
  2. 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.
  3. Enter you employee ID number and password.
  4. Tap Start.  All transactions that you process will now sync with Paladin Point of Sale and will appear on your daily balancing reports.
  5. When you are connected, tap the name of your store. If your store has multiple locations, tap the store and corresponding location.
  6. Enter your EmployeeID and Password, and then tap Login.
  7. Tap Start New Invoice to open the INVOICE
  8. 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, and then search for the customer.  Tap Type to select one of the following Advanced Lookup search options, and 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, and 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, and 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, and 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, and 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, and then in the Amount Due window, select one of the following payment options:

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

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

To send an email receipt

  • 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, and then tap Send. Otherwise, tap Done.

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

To process a returned item

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

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

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

To store a transaction to recall later

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

To recall the Mobile2Deliver transaction in Paladin Point of Sale,  click Recall Transaction or press F6, and select Quote ─ Order. The invoice will appear in the list with the name and memo that you entered on your device.

 

 

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: 1/19/19