Report Detailing Contents of Store Transactions and POs

To access the report detailing contents of Store Transactions and POs:

1. In Paladin, from the top ribbon, select the Invoice/Quote module.
2. On the bottom ribbon, select F6 Recall Transaction.
3. In the Recall Transaction window, enable one of the following transaction types:

• • Suspended Sale
  • Quote – Order
  • Kit
  • Special Order
  • On Hold
  • Delivery

You can also check the option to Show for all customers.

Figure 1: Recall Transaction window

4. After the Recall Transaction window populates, click View in Excel.

An Excel worksheet opens with details of the selected stored transactions.

Figure 2: Store transactions report