Paladin Mobile

Paladin Mobile takes point of service functionality from terminal to tablet anywhere an intranet/Internet connection is available – in-store or out in the field.

This article provides instruction and information on the following:

• Setting up Paladin Mobile
• Navigating Paladin Mobile
• Sign out of Paladin Mobile
• Settings page
• Checkout
• Reports
• How to update the app

Setting up Paladin Mobile

To get the Paladin Mobile app on a tablet:

1. With your device, go to the Android App Store via Google Play.
2. In the Search field, enter Paladin Mobile.

Figure 1: Google Play/Search for Paladin Mobile

3. Tap the Paladin Mobile icon and follow prompts to install Paladin Mobile on the device.

Figure 2: Paladin Mobile icon

4. In Paladin, on the top menu, select Maintain > Paladin Mobile.

Figure 3: Maintain list/Paladin Mobile

5. In the Paladin Mobile Utility window, in the Settings tab:
   1. Check Enable Routing.
   2. In the Routing Server box, enter mobile3.paladinpos.com
   3. Cancel out of the window.

Note: Refer to the Networking section of this article for information on the network setting options.

Figure 4: Paladin Mobile Utility window/Settings tab

6. In Paladin, on the top menu, select Maintain > Utilities > Paladin > Paladin Service Core, then click Start.

Figure 5: Maintain/Utilities/ Paladin/Paladin Service Core

7. In Paladin, on the top menu, select Maintain > Paladin Mobile.
8. In the Paladin Mobile Utility window, in the Device Manager tab, click Sync New Device.

Figure 6: Paladin Mobile Utility/Device Manager/Sync New Device

The Scan QR Code window opens.

Figure 7: Scan QR Code window 

9. On the tablet, in the Sync this device with your main POS page, tap SCAN.

Figure 8: Sync this device with your main POS/SCAN

10. Hold the tablet up to the QR code in the Scan QR Code window.

On the tablet, the Sync this device with your main POS page will now show the sync code for that device.

11. On the device, tap Sync.

Figure 9: Sync this device with your main POS/device sync code

12. In Paladin, in the Scan QR Code window, click Complete.

Figure 10: Scan QR Code window/Complete

13. In the Paladin Mobile Utility window, in the Device Manager tab, in the Terminals pane, the device’s information appears, and you have the options to Delete Device, Refresh a device, or Sync New Device (you can sync multiple mobile devices).

Figure 11: Paladin Mobile Utility/Device Manager/Terminals/Device information 

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Navigating Paladin Mobile

On the tablet, sign in to Paladin Mobile by entering the user’s ID and PIN (password), then tap Login.

Figure 12: Login

Note: By default, Corporate is shown as the store name in both single store and multi-store use. Multi-stores will have a choice of stores. Single stores have their store shown on the top of the Menu bar appearing when swiping right.

Figure 13: Menu bar/Single store ID

The Dashboard page opens where you have the following page navigation options:

• Checkout
• Reports
• Settings

Figure 14: Paladin Mobile Dashboard

There is also a Menu bar option available by tapping the three horizontal lines at the top left of the page ribbon. Swiping right on the screen also opens the Menu bar, which is very useful when on other pages of Mobile3.

Figure 15: Open Menu bar

The Menu bar opens.

Figure 16: Menu bar

Swiping left closes the Menu bar.

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Sign out of Paladin Mobile

To sign out of Paladin Mobile:

1. Either tap the three horizontal bars in the upper right of the top banner or swipe right in the device screen.

The Menu bar opens.

2. At the bottom of the Menu bar, tap Sign Out.

Figure 17: Menu bar/Sign Out

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Settings page

There are three sections on the Settings page:

• Networking
• Payment Processing
• Other

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On the bottom ribbon of the page, there are two buttons, Save Settings and Unsync Device, which are discussed in the Bottom ribbon options section.

Figure 18: Settings page bottom ribbon

Networking

The top pane of the Settings page shows the Networking parameters. By default, Remote is set when you initially sync the device. There is the Local option to connect to the store’s local router and network. 

Note: To use the Local setting, the store’s network must be configured correctly. Paladin is not responsible for this and will not be able to troubleshoot errors that may occur with the device’s connectivity.

Important: Paladin Mobile works well in-store with just connection to the store’s wi-fi (local router and network), but if you want to use the device for deliveries or areas of the store that have limited or no wi-fi reception (garden center, lumber yard, etc.), you will need to set devices to run on the Remote setting. which runs through Paladin’s router and server. 

Figure 19: Settings page/Networking parameters

Tap the blue button to switch between Local and Remote.

If you choose Local:

1. In Paladin, from the top menu, select Maintain > Paladin Mobile.
2. In the Paladin Mobile Utility window, select the Settings tab.
3. Check Enable Local Service.
4. Click Save.
5. On the mobile device, in the Networking pane, next to Sync Local Service Settings, tap sync.

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Payment Processing

Paladin Mobile supports payment processing from: 

• BlockChyp
• Worldpay

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The middle pane of the Settings page, under the Payment Processing pane, the Processor field shows the credit card processing used (the default is None).

Figure 20: Settings page/Payment Processing

To set the credit card processor, tap None. A window with three choices opens as shown in Figure 21.

Figure 21: Processor choice window

Tap a choice to populate the Processor field on the Payment Processing pane.

BlockChyp

BlockChyp uses the Equinox Luxe 6200M device for credit card processing on Paladin Mobile. 

To set BlockChyp as your credit card processor:

1. Enter the BlockChyp Terminal Name (this is the name given to the Equinox Luxe 6200M device used with that particular mobile device).

Note: If you use more than one Paladin Mobile device, it is best to keep the same Equinox Luxe 6200M device with that device. Marking both with a number or other identifier to how they are used together is suggested.

Figure 22: Payment Processing/BlockChyp

2. Tap Ping to establish the connection to the Equinox Luxe 6200M device.

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Worldpay

Worldpay uses the IDTECH VP3300 device for credit card processing. For information on the device, refer to: Paladin Mobile credit card processor: IDTECH VP3300 for Worldpay .

Notes:

• Store brand gift cards will not process on the IDTECH VP3300.
• Debit cards will not process on the IDTECH VP3300 (no input pad on the device to accept signatures).
• The swipe function does not work with Mobile3 (no input pad on the device to accept signatures).

Since NETePay is hosted in two ways, through Paladin and through datacap, stores will have to establish a separate WorldPay account and request a merchant ID (MID) from datacap to run NETePay on the mobile device. For information on setting up a Worldpay account, refer to: Worldpay: Dealer Setup Letter (DSL)

Once you have received a datacap MID, perform the following:

1. In Paladin, from the main menu, select File > Setup.
2. Select the Credit Card tab.
3. In the Credit Cards pane, select Mercury EMV NetEPay Hosted from the Processor list.
4. In the Mercury EMV NetEPay Hosted pane, enter the Datacap MID in the Datacap MID box.
5. Click Save.
6. In the Credit Cards pane, select either Mercury EMV or Mercury EMV E2E from the Processor list.
7. Click Save, then click Close.

Figure 23: Mercury EMV NetEPay Hosted

The next step is to pair the IDTECH VP3300 device to the mobile device 

Pairing IDTECH VP3300 to the mobile device

1. Make sure the VP3300BT is charged or connected to a power source via USB.
2.  If connected to a power source, the VP3300BT automatically activates Bluetooth. When not connected to a power source, press the VP3300BT’s Bluetooth function button to activate Bluetooth. The button is located on the side of the case, near the ICC slot.

Figure 24: Bluetooth function button

The VP3300BT will remain connected to the host indefinitely (via Bluetooth) if powered via a USB cable. If the unit is operating on battery power, the default value is for the unit to enter low-power mode after five (5) seconds of idling and to sleep after 20 seconds of idling to extend battery life. To perform a transaction again, press the Bluetooth function button to re-establish the Bluetooth connection.

To pair the IDTECH VP3300 device to a Paladin Mobile device:

Note: If the store uses more than one IDTECH VP3300 device, IDTECH VP3300 devices will show the last 5 numbers of their serial number. For example: IDTECH VP3300-12345

3. On the mobile device, click Settings.
4. In the Payment Processing pane, select Worldpay from the Processor pane.
5. Tap Find Devices. 

A window opens with available Bluetooth devices.

6.  Select the Bluetooth device.
7. Tap to check Allow. 
8. On the Worldpay line of the Payment Processor pane, tap Test.

Figure 25: Payment Processing/Worldpay

The Worldpay terminal will show the paired device first, then a message window opens stating that the device is paired and ready for use.

Note: If the test fails, refer to: Paladin Mobile credit card processor: IDTRECH VP3300 for Worldpay

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Other

The Other pane of the Settings page is where you set the Inactivity Timeout, which is defined in allotted seconds.

Note: The Default Store Number (Paladin ID) is shown on the bottom of the pane.

Figure 26: Other pane/Inactivity Timeout

To set the amount of seconds before timeout, tap 300 (which is the default). A keypad opens on the bottom of the device where you can type in the numerical value for timing out (up to 300 seconds).

Figure 27: Keypad to set timeout value

Tap Done when finished setting the timeout numerical value.

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Bottom ribbon options

On the bottom of the Settings page are the following options:

• Save Settings
• Desync Device

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Figure 28: Bottom ribbon of Settings page

Save Settings

Tapping this saves all settings made in the Settings page. If settings have been changed, the following message window opens 

Figure 29: Save Settings/Settings Updated message

Click OK to acknowledge the message and close the window.

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Desync Device

Tapping this opens the following message window:

Figure 30: Desync Device message

Tap Yes to Desync the device.

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Checkout

For navigation, the top of the Checkout page has the following functions:

• Three lines on right of the page banner opens the right side Menu bar.
• Paladin icon on left of the page banner takes you back to the Paladin Mobile Dashboard. 
• Customer Lookup opens the Customer Lookup page.
• Store (computer disc icon) stores (saves) the invoice in the store’s Paladin terminal.
• X/Cancel cancels the invoice.

Figure 31: Top of Checkout page

In the Checkout page, the following is performed:

• Customer Lookup
• Adding Parts
• Store invoice to store’s terminal
• Checkout and Adding coupons

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Customer Lookup

1. On the Dashboard page, tap the Checkout icon or tap Checkout in the Menu bar.

The Checkout page opens.

2. On the top left of the page, tap Customer Lookup.

Figure 32: Customer Lookup

The Customer Lookup page opens.

3. Enter a customer name in the Search box.

Note: Entering the first letter of the name will populate the Customer Lookup field where you can select the customer.

Figure 33: Customer search

4. Tap Search.

The Customer Lookup page loads with a list of customers to choose from.

Figure 34: Customer list

5. Tap the plus sign (+) on the right of the customer you want to select.

The Checkout page opens with the customer name and ID shown on the top left of the page.

A garbage can icon also appears to the left of the customer name. Tapping it removes the customer from the invoice.

Figure 35: Customer ID

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Adding Parts

Once a customer is selected, in the Checkout page, you can do the following to add parts:

• Manually enter the part number
• Scan the part
• Search for the item
• Pricing Change

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Manually enter the part number

To manually enter a part number:

1. In the Part Number field, enter the part number.
2. Tap Add.

The part will be added to the checkout page. If the part number does not exist in the store’s inventory, or the number was entered incorrectly, the Part not found message opens.

Figure 36: Part number field/Part not found message

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Scan the part

To scan a part number:

1. Tap Scan.

The camera of the device opens

2. Center the barcode of the item in the camera window and press Done.

Figure 37: Camera window/scan barcode

The part will be added to the checkout page.

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Search for the item

To search for an item:

1. Tap Search.

The Inventory Lookup screen opens.

Figure 38: Inventory Lookup screen

2. Enter a search term in the Search field, then tap Search.

Note: For our example, the term “Hammer’ was entered.

3. Tap the up or down arrows to enter the amount of the item you want to purchase.

Figure 39: Search results

4. Once you have entered the amount of the items to purchase, tap Done to be returned to the Checkout page.

You can again change the quantity of the item to purchase by tapping either the up or down arrows to increase/decrease the order quantity.

Note: As the quantity changes up or down, so does the pricing on the invoice (shown in Figure 40).

Figure 40: Qty update/price change accordingly

To remove an item from the invoice, swipe left on the item line. A trashcan icon appears. Tap the trashcan icon to remove the item from the invoice.

To remove the trashcan icon, swipe right on it.

Figure 41: Trashcan icon//remove item from invoice

To cancel the invoice, tap the Cancel icon.

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Pricing Change

To change the initial price of an item:

1. Tap on a part’s line item.

The Part Details page opens. 

Figure 42: Part Details page

2. To change the item’s price, tap in the Price field. A keypad opens to use to either raise or lower the item’s price
3. When price change is made, tap Done on the keypad.

Figure 43: Keypad to adjust item price

Note: If you do not want to make changes or keep changes made, tap Cancel on the upper right corner of the page.

4. On the bottom of the Part Details page, tap Accept

The Manager Approval window opens.

Figure 44: Manager Approval window

5. Enter your password, then click OK.

You are returned to the invoice page.

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Store invoice to store’s terminal

There are several advantages to using the Store function:

• When purchase are made off site, the sale can be made, and the printed invoice is created/received in-store
• When long lines occur at checkout terminals, invoices can be created so that when customers reach the checkout terminal, the cashier just needs to recall the invoice and finalize the sale.
• When changes are made (pricing updates), managers can recall the invoice and make the changes/updates.

To store (save) the invoice to your store’s Paladin terminal.

1. Instead of checking out the invoice on the mobile device, tap Store.

Figure 45: Store icon

The Store Invoice page opens

2. Enable one of the following options:

• • Quote
  • Special Order
  • On Hold

3. Enter a name in the Name field (required)
4. Enter a note in the Memo field (not required but can be helpful)

Figure 46: Store Invoice page

5. Tap Store Invoice.
6. In the store’s Paladin terminal, from the top ribbon, select the Invoice/Quote module. 
7. On the bottom ribbon of the module, select F6 Recall Transaction.
8. On the top of the Recall Transaction window, enable the option selected in the mobile device (Quote, Special Order, On Hold).
9. Check Show for all customers.
10. Locate and highlight the invoice you saved from the mobile app.

Figure 47: Recall Transaction window

11. Click F12 Recall.

Figure 48: Name and note/memo give in mobile device

12. In the Invoice/Quote tab, click F8 Checkout.
13. In the Checkout tab, finalize the invoice.

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Checkout and Adding coupons

Once you have all parts added, on the bottom of the device the subtotal is displayed.

Note: The Checkout button is faded and not active.

Figure 49: Total button/Subtotal/Checkout button inactive

1. Tap Total.

Note: The Checkout button is no longer faded and is active. A Tax row is added along with the Total of the purchase.

Figure 50: Checkout button active/Total of the purchase

2. Tap Checkout.

The Customer Facing Messages page opens.

3. Tap Coupon.

Figure 51: Customer Facing Messages page/Coupons

The Coupon page opens.

4. In the Coupon page, enable the Coupon type (for example, In-Store Coupon).
5. Enter the Coupon identifier (for example, 123).
6. Enter the coupon amount (for example 1.00). Note: The amount must be entered with decimal points.

Figure 52: Coupon page

7. Tap Add.

The coupon amount is added and amount subtracted from the total.

Figure 53: Coupon amount added

Note: To the right of the coupon amount is a garbage can icon. Tapping this removes the coupon from the invoice and invoice total.

8. Tap a payment type (for example, Cash).

Figure 54: Amount owed

9. Tap Add.

The Payment Successful page opens. The transaction is complete.

Figure 55: Payment Successful 

You then have the options to:

• Email the invoice
• Print the invoice
• Start New Invoice

To Email the invoice:

1. Tap Email. The Email Receipt window opens.
2. Tap in the window for a keypad to open.
3. Enter an email address, then click OK.

Figure 56: Email Receipt window

To print the invoice:

1. Tap Print. The invoice will print to the in-store printer associated with Paladin Mobile (Paladin Configuration > File > Setup > Network tab)

To start a new invoice:

1. Tap Start New Invoice for another transaction.

Figure 57: Invoice options

If you are done creating invoices, tap either the three lines on the page’s banner to open the right side Main menu, or tap the Paladin icon on left of the page banner to go back to the Paladin Mobile Dashboard.

Figure 58: Navigation options to exit invoicing

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Reports

Tapping Reports opens the Reports page. On the page there are two report options:

• Inventory
• Store Performance

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Figure 59: Reports screen

Inventory

To open a report on an inventory item:

1. In the Inventory pane, enter the part number in the Partnumber field.
2. Tap Get Data.

Figure 60: Inventory pane

The report opens showing the following information:

• Quantity
• Sales
• Financial
• Cost & Prices
• Forcast

Also provided is a visual graph of the Sales History.

Figure 61: Inventory report

Tap the arrow on the top left of the pane to return to the Reports page.

Figure 62: Arrow to return to Reports pane

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Store Performance

To view store performance:

1. In the Store Performance pane, tap Get Data.

Figure 63: Store Performance/Get Data

The Performance page opens, showing the following information:

• Revenue
• Customers
• Sale Cost
• No. Terms
• Margins
• Gross Profit

Figure 64: Performance report

In the Stock Days: field, you have the following search parameters. Today is the default. Tap Today, and a window opens with three options as shown in Figure 65.

• Today
• This Month
• Last Month

Figure 65: Stock Day options

Also provided is a visual graph showing the details of Revenue Month to Date.

Note: The blue line represents the current year (This Year), and the red line represents the previous year (Last Year).

Figure 66: This Year/Last Year representation

Tap the arrow on the top left of the pane to return to the Reports page.

Figure 67: Tap arrow to return to Reports page

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How to update the app

All updates to the app are done through Google’s App store.

1. On the device that the app is installed on, on the top right of the App store page, tap the circle. This will have any avatar you set for your Google account. For our example, it is a circle with a red dot.

Figure 68: App update

2. In the Manage your Google Account window, tap Manage app & device.

Figure 69: Manage your Google Account window/Manage app & device

3. In the Manage apps & device window, under Updates available, tap See details.

Figure 70: Manage apps & device window/Updates available/See details

4. In the apps page, on the top left, tap the ellipses […]. If you want auto updates, tap Enable auto update.

Updates will be automatic going forward, and there will be no need to visit the app store for updates.

5. Tap Update.

Figure 71: Enable auto update/Update

The app will be updated.

Note: There is also the option in the Manage apps & device window, under Updates available, to Update all.

Figure 72: Manage apps & device window/Updates available/Update all

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