Ace Rewards: New member customer type list
Ace Hardware, Customers, Knowledge Base, Process, Rewards
In Paladin’s Invoice/Quote module, when you sign up a new Ace Rewards member, a list of Ace customer types opens, and you must select one. Note: Although not highlighted or showing a red asterisk beside the list, this step is not optional. You must assign a customer type. Note: The customer types for Ace stores […]
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 […]