Customer types
About, Customers, Knowledge Base, Process, Reports, Setup
Customer types let you categorize customers in Paladin. You can assign these types to your customer accounts in Paladin’s Customers module. Paladin provides a default set of customer types, and you can define your own (except for Ace Hardware stores, which must use the default set). Many reports provide business statistics by customer type, including […]
Repeat Rewards: How to assign the rewards number to a customer account
Customers, Knowledge Base, Rewards
To assign the rewards number to a customer account: In Paladin, on the top ribbon, select the Customers module. In the Customers list, select the customer. Click the Electronic tab. In the Alternate Customer ID’s pane, click Edit ID Data. In the Alternate ID Manager window, in the Enter Alt ID box, enter the Repeat […]
