How to use 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:

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, scan the customer’s drivers license.

Figure 1 shows how the 2-D scan-ready icon appears in the Add Customer window and the Add Customer Info Required window (for tax exemption).

Figure 1: 2-D scan-ready icon