Paladin Mobile3

Install, Knowledge Base, Mobile Services, Process, Setup | ID: 52019

Paladin Mobile3 takes point of service functionality from terminal to tablet allowing sales to be made anywhere an Internet connection is available – in-store or out in the field.

In the first phase of Mobile3, all checkout functionality is available. From looking up customers and inventory to purchasing with any conventional payment type (credit cards, cash, or check), Paladin Mobile3 is state-of-the-art mobile functionality.

This article provides instruction and information on the following:

Setting up Paladin Mobile3

To get the Paladin Mobile3 app on a tablet:

  1. With their device, have the client 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

  1. Tap the Paladin Mobile icon and follow prompts to install on the client’s device.


Figure 2: Paladin Mobile icon

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


Figure 3: Maintain list/Paladin Mobile

  1. In the Paladin Mobile Utility window, in the Settings tab:
    1. Check Enable Routing.
    2. In the Routing Server box, enter Mobile3.Paladinpos.com


Figure 4: Paladin Mobile Utility window/Settings tab

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


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

  1. In Paladin, on the top menu, select Maintain > Paladin Mobile.
  2. 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 

  1. On the client’s tablet, in the Sync this device with your main POS page, tap SCAN.


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

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

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

  1. On the device, tap Sync.


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

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


Figure 10: Scan QR Code window/Complete

  1. In the Paladin Mobile Utility window, in the Device Manager tab, in the Terminals pane, the client’s device information appears, and you have the option to delete or refresh a device.


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

Back to Top

Navigating Paladin Mobile3

  1. On the tablet, sign in to Paladin Mobile3 by entering the user’s ID and PIN (password), then tap Login.


Figure 12: Login

The Dashboard page opens where you have the following options:

  • Checkout
  • Settings


Figure 13: Paladin Mobile3 Dashboard

There is also a Menu bar option available by tapping the three horizontal lines at the top left of the page ribbon.


Figure 14: Open Menu bar

The Menu bar opens.


Figure 15: Menu bar

Swiping left closes the Menu bar.

Back to Top

Settings

There are three sections on the Settings page:

Back to Top

Networking

On the top pane of the Settings page shows the Networking parameters. By default, the network is set when you initially sync the device. There is the 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.


Figure 16: Settings page/Networking parameters

Back to Top of Section

Payment Processing

Mobile3 supports payment processing from: 

Back to Top of Section

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 17: Settings page/Processor

To set the credit card processor, tap None. A window with three choices opens as shown in Figure 18.


Figure 18: 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 processing on Mobile3.

Back to Top of Section

Worldpay

Mobile 3 uses the IDTRECH VP3300 for WorldPay mobile credit card processing. For information on the device, refer to: Mobile3 credit card processor: IDTRECH VP3300 for Worldpay 

Notes:

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

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 clients have received their 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 19: Mercury EMV NetEPay Hosted

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

Pairing IDTRECH VP3300 to the mobile device

  1. Enable the Bluetooth device search function on the mobile host device (smart phone or tablet).
  2. Make sure the VP3300BT is charged or connected to a power source via USB.
  3.  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 20: 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 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 IDTRECH VP3300 device to Mobile3 device:

  1. In the mobile devices Settings page, select Connections.
  2. In the Connections page, turn Bluetooth to On.
  3. Press Scan for available devices.
  4. In the Devices page, select the IDTECH VP3300 device. 

Note: If the store uses more than one IDTRECH VP3300 device, in the Devices page IDTRECH VP3300 devices will show the last 5 numbers of the devices serial number. For example: IDTRECH VP3300 – 12345. 

  1. Tap Pair.
  2. Open the Settings page and tap WorldPay.
  3. Tap Find Devices.
  4. Check Allow. 

The WorldPay terminal will show first paired device.

  1. Tap Save Settings.
  2. Tap Test.

A message window opens stating that the device is paired and ready for use.

Note: If the test fails, refer to: Troubleshooting: Pairing IDTRECH VP3300 device

Back to Top of Section

Other

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

Figure 21: Inactivity Timeout

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


Figure 22: Keypad to set timeout value

Tap Done when finished setting the timeout numerical value.

Back to Top of Section

Back to Top

Checkout

In the Checkout page, the following is performed:

Back to Top

Customer Lookup

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

The Checkout page opens.

  1. On the top left of the page, tap the Customer Lookup button.


Figure 23: Customer Lookup button

The Customer Lookup page opens.

  1. 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.

  1. Tap Search.


Figure 24: Customer search

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


Figure 25: Customer list

  1. 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.


Figure 26: Customer ID

Back to Top of Section

Adding Parts

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

  • Enter the part number
  • Scan the part.
  • Tap the Search button.

Once the Part Number appears, tap + Add.

You can change the quantity of the item (the cost of the purchase changes accordingly).

  1. Tap in the Qty: field and use the keyboard on the bottom of the page to change the numerical value.
  2. On the keyboard, tap Done when update is complete.


Figure 27: Qty update

Back to Top of Section

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 28: 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 29: Checkout button active/Total of the purchase

  1. Tap Checkout.

The Customer Facing Messages page opens.

  1. Tap Coupons.


Figure 30: Customer Facing Messages page/Coupons

The Coupon page opens.

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


Figure 31: Coupon page

  1. Tap Add.

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


Figure 32: Coupon amount added

  1. Tap a payment type (For example Cash).


Figure 33: Amount owed

  1. Tap Add.

The Payment Successful page opens. The transaction is complete.


Figure 34: Payment Successful 

You have the options to email or print the invoice. Or, you can tap Start New Invoice for another transaction.


Figure 35: Invoice options

Back to Top of Section

Back to Top

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 of the App store page, tap the circle with the red dot.


Figure 36: App update

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


Figure 37: Manage your Google Account window/Manage app & device

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


Figure 38: Manage apps & device window/Updates available/See details

  1. 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.

  1. Tap Update.


Figure 39: 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 40: Manage apps & device window/Updates available/Update all

Back to Top

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: 9/28/23