Build: 9647
Build date: 2-Feb-16

A Paladin Point of Sale customer account can now include multiple rewards numbers or other IDs, such as pharmacy customer IDs. This feature makes it easy for families or other groups to have one account, and the history of their purchases is all in one place.

In this new system, each customer account can have unlimited alternate IDs with one ID defined as the default. Each ID has a number and a type that identifies how the ID is used, such as Rapid Rewards or specific pharmacy brands. The list of ID types is automatically created based on your store settings in Paladin Configuration.

To find a customer account using Advanced Lookup, select the Rewards Number search option, and enter any of the alternate IDs.

The IDs on a customer’s account are displayed in the Customers module on the Electronic tab in the Alternate Customer IDs pane. The default ID is the first ID in the list.


Alt IDs on Electronic tab

Previously, all alternate IDs were referred to as Rewards numbers throughout Paladin Point of Sale, and this pane was titled the Customer Rewards Card. Now the more generic term Alternate ID (sometimes abbreviated as Alt ID) will take the place of Rewards number, and multiple IDs may appear.

To edit these IDs or add new ones, in the Alternate Customer IDs pane, click Edit ID Data. Then make your changes in the Alternate ID Manager, and click F12 finish or press F12 when you are finished. Detailed steps for this process are provided at the end of this topic.


Alt customer ID window

All ID numbers must be unique within Paladin Point of Sale. For example, you cannot have two customers that both have alternate IDs of 100.

This new feature requires Paladin Point of Sale database version 4.64 or later which will be installed in your store as part of an upcoming nightly validation process. Before the update, you will see the changes to the user interface, but all ID types will be Other and the Add button in the Alternate ID Manager will not be available. When your database version is updated, the ID type for each customer ID will be automatically set based on the ID types used by your store.

To find out if you have Paladin Point of Sale database version 4.64, follow these steps:

  1. Open Paladin Point of Sale.
  2. On the Help menu, click About.
  3. In the About Paladin POS window, look for the number after the words Database Version. If the number is 4.64 or great, you can have multiple IDs on a customer account.

To manage customer account IDs, follow these steps:

  1. On the top ribbon, click the Customers module or press Alt+2.
  2. On the bottom ribbon, click Advanced Lookup or press F1.
  3. Search for the customer, and then click Select Customer or press F8.
  4. Click the Electronic tab. A list of IDs for this account, appears in the Alternate Customer IDs pane.

    Alt IDs on Electronic tab
     
  5. To add a new ID or edit existing IDs, click Edit ID Data to display the Alternate ID Manager.
  6. In the Alternate ID Manager window, make changes using the following procedures:
    • To create an new ID:
      1. Enter the new ID number in the Enter Alt ID box, and then click Add.
        Note:
        This ID number must be unique among all customer IDs in Paladin Point of Sale. If you enter a number that is already in use, a message displays, and you must enter a different number.
      2. Highlight the new ID, and then select the correct Type from the list.
        Note: If there is only one type available in your store, the type is set automatically, and a list of options does not appear. If there is more than one type, only the types your store uses are in the list.

        Alt customer ID window
         
      3. Repeat the previous two steps for as many IDs as you want to add, and then click F12 Finish or press F12.
    • To edit an existing ID:
      1. To edit the ID Type, click the ID Type value and select a type from the list.
      2. To edit the ID Number, highlight the ID, click Edit, and then type a new number.
    • To set the default ID:
      1. Highlight the ID that you want to be the default.
      2. Click Set Default.
    • To remove an ID:
      1. Highlight the ID.
      2. Click Remove.
  7. When you are finished, click F12 finish or press F12 to save your changes.

If you have questions or suggestions about this information, contact support@paladinpos.com.