Build: 2_1260
Build date: 2-Apr-18

Recently, the ability to skip the signature step for EMV credit card purchases moved from the Paladin Point of Sale checkout screen to the credit card payment terminal. With this process change, anyone processing a purchase where the customer is not present, such as online and phone orders, must have a payment terminal nearby. This is inconvenient and inefficient.

Note: Purchases where a customer is not present are also called card-not-present (CNP) purchases.

A new Paladin Point of Sale feature alleviates this payment terminal requirement for CNP purchases. When you turn on this feature, the person processing a CNP order can skip the customer signature step by adding a custom dump SKU to the invoice.

To set up this feature, you must define a CNP department, class and dump SKU, and then turn on a new Paladin Configuration option.

How to set up a dump SKU to skip signatures for EMV card-not-present (CNP) transactions

  1. Create a department and class for CNP purchases.
    1. On the File menu, click
    2. In the Paladin Configurationwindow, click the Dept tab.
    3. In the Departments pane click New.
      Note: You can use an existing department because the dump SKU that you add to it will not incur any revenue. However, the department ID that you use cannot be within the range used by your EDI supplier. If you want to use an existing department, make a note of it and go to step 1.h.
    4. In the Name box, enter a name for the CNP department.
      Example: Card Not Present
    5. In the Department label number box, enter a unique department ID.IMPORTANT: The department ID must not be within the department ID range used by your EDI supplier.
    6. Make a note of this department name and ID. You will need it in a later step.
    7. Click Save.
    8. Click the Class tab.
    9. In the Classes pane, In the Name box, enter a name for the CNP class.
    10. In the Class ID box, enter a unique class ID.
      IMPORTANT: The class ID must not be within the class ID range used by your EDI supplier.
    11. In the Default Dept. list, select the department you created in a previous step.
    12. Click Save.
    13. Make a note of this class name and ID. You will need it in a later step.
  2. Turn on the CNP skip signature feature and assign the CNP class.
    1. Select the Invoice (Store) tab.
    2. In the Invoice pane, select the Enable the ability to skip signatures when the customer is not present
    3. In the Skip signature class ID box, enter the class ID you created in the previous step.
    4. Click Save.
    5. Click Close to close the Paladin Configuration
  3. Create a dump SKU inventory item to identify CNP purchases.
    1. On the top ribbon, click the Inventory tab.
    2. On the bottom ribbon, click Add Item or press F2.
    3. In the Part # box, enter a unique part number.
      Example: CNP
    4. In the Description box, enter a description.
      Example: Card Not Present Sale
    5. In the Cost box, enter this: 0.00
    6. In the Sell Price box, enter this: 0.00
    7. In the Department list, verify that the selected department is the department that you created in the previous step.CNP Dump Sku
    8. Click Save or press F12.
    9. The new inventory item will appear.
    10. Click the Order Control tab.
    11. In the Stock Information pane, in the Max Qty box, enter 0 (zero), and then click the lock icon to lock the value.
    12. Click the General tab.
    13. IMPORTANT: In the Item Information pane, select the Non-Inventory check box.
    14. In the Classes pane, in the second or third Class list, select the class you created in the previous step.
      IMPORTANT: Do not use the first Class list because it is used by your EDI supplier.
    15. Click Save or press F12.
    16. If a message appears that asks Do you want sales of this item to report a profit of $0.00?, click Yes.
    17. Make a note of the dump SKU part number and share it with anyone who will process CNP transactions. When you add this dump SKU to an invoice, the signature step will be skipped.

How to skip the customer signature step for card-not-present (CNP) transactions

  1. In the Invoice/Quote add the customer’s items to the invoice.
  2. Add the card not present dump SKU to the invoice.Enter the CNP line item on the invoice
  3. Complete the purchase, and the signature step will be automatically skipped.