Using 2-D scanner for customer information

You can use your 2-D scanner to automatically insert customer information.

You can scan a driver’s license to:

• Add a customer.
• Add customer information when an ID is required when you create an invoice.
• Add customer information for tax exemption.
• Add customer information to a special order.
• Sign up a customer for Ace Hardware rewards.
• Add customer information for NPLEx. 

When you see the 2-D scan-ready icon , you can enter customer information by scanning their driver’s license. This saves you time and prevents typing errors. When you require a customer to show a license, you also verify their identity.

To scan/add a new customer information:

1. In Paladin, on the top ribbon, select the Customers module.
2. On the bottom ribbon of the module, select F2 Add Customer.
3. In the Add Customer window, click the 2-D scan-ready icon and scan the customer’s drivers license.

Figure 1 shows how the 2-D scan-ready icon appears in the Add Customer window.

Figure 1: 2-D scan-ready icon