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...
How to automatically update kit item prices to current retail prices
Invoice/Quote, Knowledge Base
Open Paladin Point of Sale. On the top ribbon, click Invoice/Quote. On the bottom ribbon, click Recall Transaction or press F6. In the Please select what you wish to recall list, select Kit. Highlight any kit, and then click Update Retail. A Kit Update Retail window...
Open Paladin Point of Sale. On the top ribbon, click Invoice/Quote. On the bottom ribbon, click Recall Transaction or press F6. In the Please select what you wish to recall list, select Kit. Highlight any kit, and then click Update Retail. A Kit Update Retail window...
How to edit invoice purchase order numbers, project names, and invoice dates in the Data Viewer
Invoice/Quote, Knowledge Base
Manager or higher credentials are required to make these changes. Open Paladin Point of Sale. On the Maintain menu, click DataViewer. Click the Invoices tab. On the Invoices tab, on the View tab, specify the search criteria for the invoices that you want to edit, and...
Manager or higher credentials are required to make these changes. Open Paladin Point of Sale. On the Maintain menu, click DataViewer. Click the Invoices tab. On the Invoices tab, on the View tab, specify the search criteria for the invoices that you want to edit, and...
How to set up an option for deleted inventory items at checkout
Invoice/Quote, Knowledge Base, Setup
You can set up one of the following options to occur when a deleted item is scanned or added manually to an invoice: Auto Restore Prompt for Restore Part Number Not Found (the default) On the File menu, click Setup. Click the Invoice (Store) tab. In the Invoice pane,...
You can set up one of the following options to occur when a deleted item is scanned or added manually to an invoice: Auto Restore Prompt for Restore Part Number Not Found (the default) On the File menu, click Setup. Click the Invoice (Store) tab. In the Invoice pane,...