About Order Manager and turning quotes into orders
Invoice/Quote, Knowledge Base
Required: Build: 2_1321 (Build date: 23-Apr-18) Do you create quotes for customer orders, and then face the tedious task of tracking the order sales? Are you spending valuable time looking up quoted prices and managing sold and unsold quantities? If so, our new...
Required: Build: 2_1321 (Build date: 23-Apr-18) Do you create quotes for customer orders, and then face the tedious task of tracking the order sales? Are you spending valuable time looking up quoted prices and managing sold and unsold quantities? If so, our new...
How to refund credit on account
Invoice/Quote, Knowledge Base
On the top ribbon, click the Invoice/Quote module. In the Invoice/Quote tab, in the Customer list, select a customer. On the bottom ribbon, click Account Payment or press F5. In the Amount of Payment box, enter the credit as a negative amount. Example: -25.00 Press...
On the top ribbon, click the Invoice/Quote module. In the Invoice/Quote tab, in the Customer list, select a customer. On the bottom ribbon, click Account Payment or press F5. In the Amount of Payment box, enter the credit as a negative amount. Example: -25.00 Press...
How to use the Round Up for Charity feature to collect donations
Invoice/Quote, Knowledge Base
In the Invoice/Quote module, when you click Checkout or press F8, the Round up for charity window will appear. Ask the customer if they would like to round up their total and donate the additional amount to charity. Based on their response, you can do these things: If...
In the Invoice/Quote module, when you click Checkout or press F8, the Round up for charity window will appear. Ask the customer if they would like to round up their total and donate the additional amount to charity. Based on their response, you can do these things: If...
How to create a rental service quote for a customer
Invoice/Quote, Knowledge Base
If you have not created a customer account for the customer who wants to rent a service, do so now. On the top ribbon, click the Invoice/Quote module. Select the customer account. In the first Part Number box, enter the part number for the Deposit. Adjust the price as...
If you have not created a customer account for the customer who wants to rent a service, do so now. On the top ribbon, click the Invoice/Quote module. Select the customer account. In the first Part Number box, enter the part number for the Deposit. Adjust the price as...
How to place a special order for a non-stocked item
Invoice/Quote, Knowledge Base
Note: Use this feature for non-stocked items that will not become a typical inventory item. Open Paladin Point of Sale. On the top ribbon, click the Invoice/Quote module. On the bottom ribbon, click Advanced Lookup. Click the Special Order tab. Enter or select...
Note: Use this feature for non-stocked items that will not become a typical inventory item. Open Paladin Point of Sale. On the top ribbon, click the Invoice/Quote module. On the bottom ribbon, click Advanced Lookup. Click the Special Order tab. Enter or select...
How to process the Ace Hardware promotion for Miracle Bucket Days
Ace Hardware, Invoice/Quote, Knowledge Base
To learn more about this August 4 and August 5 promotion, go to Drumming up support for Miracle Bucket Days. This article includes the following procedures: Preliminary steps How to process the promotion transaction How to create an Items Sold Report and submit the...
To learn more about this August 4 and August 5 promotion, go to Drumming up support for Miracle Bucket Days. This article includes the following procedures: Preliminary steps How to process the promotion transaction How to create an Items Sold Report and submit the...
How to complete the rental service transaction
Invoice/Quote, Knowledge Base
On the top ribbon, click the Invoice/Quote module. In the Customer list, select the customer account. On the bottom ribbon, click Recall Transaction. In the Recall Transaction window, select Quote. Highlight the quote for the rental service, and then double-click it....
On the top ribbon, click the Invoice/Quote module. In the Customer list, select the customer account. On the bottom ribbon, click Recall Transaction. In the Recall Transaction window, select Quote. Highlight the quote for the rental service, and then double-click it....
How to take a deposit for a rental service
Invoice/Quote, Knowledge Base
On the top ribbon, click the Invoice/Quote module. In the Customer list, select the customer account. On the bottom ribbon, click Account Payment. In the Account Payment window, in the Payment box, enter the deposit amount. In the Note box, enter the Memo and the word...
On the top ribbon, click the Invoice/Quote module. In the Customer list, select the customer account. On the bottom ribbon, click Account Payment. In the Account Payment window, in the Payment box, enter the deposit amount. In the Note box, enter the Memo and the word...
How to add a new part number to a quote after it was created
Invoice/Quote, Knowledge Base
On the top ribbon, click the Invoice/Quote module. In the Customer list, select the customer account for the rental service. On the bottom ribbon, click Recall Transaction. In the Recall Transaction window, select Show for all accounts, then select Quote. Double-click...
On the top ribbon, click the Invoice/Quote module. In the Customer list, select the customer account for the rental service. On the bottom ribbon, click Recall Transaction. In the Recall Transaction window, select Show for all accounts, then select Quote. Double-click...
How to print a quote
Invoice/Quote, Knowledge Base
Open Paladin Point of Sale. On the top ribbon, click the Invoice/Quote module. On the bottom ribbon, click Recall Transaction. In the Stored Transactions window, select Quote. Highlight the quote, and then click F12/Recall. On the bottom ribbon, click F8 Checkout. and...
Open Paladin Point of Sale. On the top ribbon, click the Invoice/Quote module. On the bottom ribbon, click Recall Transaction. In the Stored Transactions window, select Quote. Highlight the quote, and then click F12/Recall. On the bottom ribbon, click F8 Checkout. and...
How to find a receipt without a known invoice number and print it
Invoice/Quote, Knowledge Base
Open Paladin Point of Sale. On the top ribbon, click the Invoice/Quote module. On the bottom ribbon, click Advanced Lookup or press F1. Click the History tab, and then choose one of the following options: If you know the invoice number: In the Invoice search box,...
Open Paladin Point of Sale. On the top ribbon, click the Invoice/Quote module. On the bottom ribbon, click Advanced Lookup or press F1. Click the History tab, and then choose one of the following options: If you know the invoice number: In the Invoice search box,...
How to use an Ingenico device to process a Flex card
Commerce, Invoice/Quote
This article includes the following procedures: How to process a Flex card that is to be swiped How to process a Flex card that is to be manually entered How to process a Flex card that is stored on file How to process a Flex card that is to be swiped Open Paladin...
This article includes the following procedures: How to process a Flex card that is to be swiped How to process a Flex card that is to be manually entered How to process a Flex card that is stored on file How to process a Flex card that is to be swiped Open Paladin...
How to load the Vantiv gift card
Commerce, Invoice/Quote, Knowledge Base
On the top ribbon, click the Invoice/Quote module. In the Part Number box, enter whichever number you entered for the Vantiv Gift Card. In the Pricing box, enter the dollar amount to be added to the card and continue with the transaction as you would usually do....
On the top ribbon, click the Invoice/Quote module. In the Part Number box, enter whichever number you entered for the Vantiv Gift Card. In the Pricing box, enter the dollar amount to be added to the card and continue with the transaction as you would usually do....
How to reload a Vantiv gift card
Commerce, Invoice/Quote, Knowledge Base
On the top ribbon, click the Invoice/Quote module. In the Part Number box, enter whichever number you entered for the Reload Vantiv Gift Card. In the Pricing box, enter the dollar amount to be added to the card and continue with the transaction as you would usually...
On the top ribbon, click the Invoice/Quote module. In the Part Number box, enter whichever number you entered for the Reload Vantiv Gift Card. In the Pricing box, enter the dollar amount to be added to the card and continue with the transaction as you would usually...
How to create, print, and email a Supplier Billing document
Invoice/Quote, Knowledge Base
With a Supplier Billing document, you can pre-approve a sale for a customer, without affecting inventory and accounting totals. Open Paladin Point of Sale. On the top ribbon, click Invoice/Quote or press ALT+1. On the Invoice/Quote tab, select the Customer, and then...
With a Supplier Billing document, you can pre-approve a sale for a customer, without affecting inventory and accounting totals. Open Paladin Point of Sale. On the top ribbon, click Invoice/Quote or press ALT+1. On the Invoice/Quote tab, select the Customer, and then...