How to insert subtotals on an invoice
Invoice/Quote, Knowledge Base
When items are added or removed from the invoice, subtotals will be automatically adjusted. The subtotal is calculated from the previous subtotal. If no prior subtotal exists, the subtotal is calculated from the start of the invoice. In the Invoice/Quote module,...
When items are added or removed from the invoice, subtotals will be automatically adjusted. The subtotal is calculated from the previous subtotal. If no prior subtotal exists, the subtotal is calculated from the start of the invoice. In the Invoice/Quote module,...
About Profit Analyst
About, Invoice/Quote, Knowledge Base
The Profit Analyst shows you the cost, profit and margin for any line item in your invoice (Current Line values) or quote and for the total (Invoice values). Store owners and managers can use this information to fine-tune complex quotes and when special pricing is...
The Profit Analyst shows you the cost, profit and margin for any line item in your invoice (Current Line values) or quote and for the total (Invoice values). Store owners and managers can use this information to fine-tune complex quotes and when special pricing is...
How to access the Profit Analyst
Invoice/Quote, Knowledge Base
Note: An employee cannot use Profit Analyst unless they are explicitly given access. Learn more: How to give an employee access to the Profit Analyst In the Invoice/Quote module, highlight an invoice or quote item. Do one of the following: Right-click the line item,...
Note: An employee cannot use Profit Analyst unless they are explicitly given access. Learn more: How to give an employee access to the Profit Analyst In the Invoice/Quote module, highlight an invoice or quote item. Do one of the following: Right-click the line item,...
How to use Email Manager to email invoices in the Invoice/Quote module
Invoice/Quote, Knowledge Base
After a customer payment is processed, in the Transaction Complete window, an Email Receipt option will appear. Note: If the Email Receipt option appears in light gray, contact Paladin Support to set up the email feature in your store. To open the Email Manager,...
After a customer payment is processed, in the Transaction Complete window, an Email Receipt option will appear. Note: If the Email Receipt option appears in light gray, contact Paladin Support to set up the email feature in your store. To open the Email Manager,...
How to display Description 2 on the original invoice
Invoice/Quote, Knowledge Base
When you add the item to an invoice, Paladin Point of Sale can display the inventory item’s Description 2 text (from the Inventory module) in the Description box. When this feature is turned on, a salesperson can view Description 2 when s/he is creating an invoice. ...
When you add the item to an invoice, Paladin Point of Sale can display the inventory item’s Description 2 text (from the Inventory module) in the Description box. When this feature is turned on, a salesperson can view Description 2 when s/he is creating an invoice. ...
How to make a bag sale transaction
Invoice/Quote, Knowledge Base
In the Invoice/Quote module, on the Checkout tab, scan all the items that the customer has placed in the bag that are applicable to the same discount. Click the first line in the invoice to highlight the line. Scroll down until you see the last item scanned, and then...
In the Invoice/Quote module, on the Checkout tab, scan all the items that the customer has placed in the bag that are applicable to the same discount. Click the first line in the invoice to highlight the line. Scroll down until you see the last item scanned, and then...
How to update retail prices for all kits simultaneously
Invoice/Quote, Knowledge Base
Open Paladin Point of Sale. On the top ribbon, click Invoice/Quote. On the bottom ribbon, click RecallTransaction or press F6. In the Recall Transaction window, select Kit. Click Update Retail All. In the Kit Update Retail All window, click OK to confirm that you want...
Open Paladin Point of Sale. On the top ribbon, click Invoice/Quote. On the bottom ribbon, click RecallTransaction or press F6. In the Recall Transaction window, select Kit. Click Update Retail All. In the Kit Update Retail All window, click OK to confirm that you want...
How to access the delivery scheduling settings
Invoice/Quote, Knowledge Base, Setup
Streamline the delivery scheduling system for your store with Paladin Configuration settings that simplify the delivery process and reduce the steps for scheduling, coordinating, and fulfilling deliveries. In the Invoice/Quote module, the Schedule Delivery feature is...
Streamline the delivery scheduling system for your store with Paladin Configuration settings that simplify the delivery process and reduce the steps for scheduling, coordinating, and fulfilling deliveries. In the Invoice/Quote module, the Schedule Delivery feature is...
Overview: Quick-access (right-click) menu in the Invoice/Quote module
Invoice/Quote, Knowledge Base, Overview
Speed up invoicing and purchase order processing with quick-access menus. Right-click any line item on an invoice or purchase order to get immediate access to commonly-used tasks and tools. Learn more: Quick access menus bring greater effiiciency and new features...
Speed up invoicing and purchase order processing with quick-access menus. Right-click any line item on an invoice or purchase order to get immediate access to commonly-used tasks and tools. Learn more: Quick access menus bring greater effiiciency and new features...
How to charge a purchase to BlueTarp®
Invoice/Quote, Knowledge Base
Paladin is fully integrated with BlueTarp®, a third-party financial management service that protects your business from credit risk. BlueTarp® extends credit, takes on the risk of non-payment, and pays you upfront when your customers make purchases. If the Paladin...
Paladin is fully integrated with BlueTarp®, a third-party financial management service that protects your business from credit risk. BlueTarp® extends credit, takes on the risk of non-payment, and pays you upfront when your customers make purchases. If the Paladin...
How to redeem a Do It Best coupon
Invoice/Quote, Knowledge Base
On the top ribbon, click the Invoice/Quote module. Add the purchase items to the invoice. Scan the Do It Best coupon barcode to add it to the invoice. Click Checkout or press F8, and then complete the checkout...
On the top ribbon, click the Invoice/Quote module. Add the purchase items to the invoice. Scan the Do It Best coupon barcode to add it to the invoice. Click Checkout or press F8, and then complete the checkout...
Overview: Turn quotes into orders with Order Manager
Invoice/Quote, Knowledge Base
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 Order Manager was designed for you. This new feature...
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 Order Manager was designed for you. This new feature...
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...