This article provides the following information on quotes:

How to create a quote

Note: When you create a quote, the quoted items are not removed from stock on hand inventory.

  1. In Paladin, on the top ribbon, select the Invoice/Quote module.
  2. On the bottom ribbon of the Invoice/Quote tab, click F1 Advanced Lookup.
  3. In the Inventory tab, do one of the following:
    • Enable Class, Department, Location, or Supplier, and then select an option from the list:
    • Enable Keyword, enter a keyword, and then click Find
    • Check Exact Phrase, enter the phrase.
    • Scan the item.
    • Note the option of Include Special Order Items, which can be used with any of the options.
  4. In the Qty box, enter a quantity, click Enter, and then click F8 Add Items to Invoice.
  5. Optional: Adjust pricing or add notes.
  6. On the bottom ribbon of the Invoice / Quote tab, click Store Transaction.
  7. In the Store Transaction window, click the Quote option.
  8. In the Name box, enter the customer’s name.
  9. In the Memo box, add a Contact Name or Job Name and the Expiration Date of the quote.
  10. Click F12 Store to store the transaction.

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How to create a quote for services and repairs

Note:  The customer account must already exist.

  1. In Paladin, on the top ribbon, select the Invoice/Quote module.
  2. On the bottom ribbon of the module, click F1 Advanced Lookup.
  3. Open the Customer tab.
  4. In the Keyword Search box, enter the customer, and then click Find.
  5. If more than one customer is returned, highlight the appropriate customer, then click F8 Select Customer.
  6. In the Invoice / Quote tab, enter the part number needing a quote. If you do not know the part number, click F1 Advanced Lookup, and then enter the keyword of the part number. For example, enter lawn mower repair. In the Quantity column, enter the needed quantity, and then press Enter. Click F8 Add Items to Invoice.
  7. On the bottom ribbon of the Invoice / Quote tab, click F6 Store Transaction.
  8. In the Stored Transaction window, enable Quote.
  9. In the Name box, enter a name for the quote.
  10. In the Memo box, enter information about the service or repair. Example: Lawnmower Model 541XZ–REPAIR.
  11. Click F12 Store.
  12. Click Cancel to start a new transaction.

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How to add parts and labor to a quote

  1. In Paladin, on the top ribbon, select the Invoice/Quote module.
  2. In the Customer list, enter the customer name or customer account number.
  3. On the bottom ribbon of the module, click F6 Recall Transaction.
  4. In the Recall Transaction window, select the Quote – Order option, check Show for all customers, select the correct quote, and then click F12 Recall.
  5. In the Invoice / Quote tab, enter the part number to add. If you do not know the part number, click F1 Advanced Lookup, enter the keyword of the part number, and then press Find>>. For example, enter lawn mower repair.
  6. Highlight the part and press F8 Add Items to Invoice.
  7. On the bottom ribbon of the Invoice / Quote tab, click F6 Store Transaction. Make sure the Name and Memo boxes contain the same information as they were for the original quote.
  8. Click F12 Store.
  9. Click Cancel to start a new transaction.

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How to add a new part number to a quote after it was created

  1. In Paladin, on the top ribbon, select the Invoice/Quote module.
  2. In the Customer list, select the customer account for the rental service.
  3. On the bottom ribbon, click Recall Transaction.
  4. In the Recall Transaction window, check Show for all customers, then enable Quote – Order.
  5. Highlight the quote and press F12 Recall.
  6.  In the Invoice / Quote tab, add new part numbers.
  7. On the bottom ribbon of the Invoice / Quote tab, click F6  Store Transaction.
  8. In the Store Transaction window, select the quote, and then click F12 Store.

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How to automatically number quotes

You can automatically number quotes for easy reference. When this feature is turned on, every quote will be assigned a number starting with Quote #1. The quote number appears as a Note line item and is appended to the quote’s Memo text. This allows you to quickly find the quote by number in the Recall Transaction window.  

To turn on this feature:

  1. In Paladin, from the main menu, select File >Setup.
  2. Select the Invoice (Store) tab.
  3. Check Enable Quote Numbers.
  4. Click Save, and then click Close.
  5. Restart Paladin.

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How to sell items from a quote

Note: You must recall the quote before you can sell the quote. If you want to sell the items incrementally over time, you can turn a quote into an order. To learn more, see Sell items over time with Order Manager.

  1. In Paladin, on the top ribbon, select the Invoice/Quote module.
  2. In the Customer list, select or enter the customer name, and then press Enter
  3. The Stored Transactions window appears highlighting F6 Recall Transaction
  4. Press F6 Recall Transaction.
  5. In the Recall Transaction window, enable the Quote – Order option.

Note: If you check Show for all customers, every quote will appear.

6. Highlight the Quote, and then click Recall.
7. Process the sale from the quote.
8. To add items to this transaction, follow one of these steps:

    • In the Invoice/Quote tab, highlight a line item
    • On the bottom ribbon, click Advanced Lookup, highlight the quote, and then click Add Items to Invoice.
    • Add more items to this transaction or click F8 Checkout and proceed.

9. On the bottom ribbon of the Invoice / Quote tab, click Checkout.
10. When the transaction is complete, in the Delete Stored Transaction window, this message will appear: Delete Stored Quote? Click one of the following options:

    • Delete (to delete the stored quote)
    • Next (to save the stored quote)

11. In the Transaction complete window, click Done OR choose the following options:

    • Duplicate Receipt
    • Full Sheet Invoice
    • Yard Order
    • Delivery Copy
    • Email Receipt Note: To use this option, the customer account must already be set up with an email account.
    • Gift Receipt
    • EMV Receipt

12.  Click Done.

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How to manually delete a quote

Note: You cannot reverse a deleted quote.

  1. In Paladin, on the top ribbon, select the Invoice/Quote module.
  2. In the Invoice/Quote tab, in the Customer list, select or enter the customer’s name.
  3. On the bottom ribbon, click Recall Transaction.
  4. In the Recall Transaction window, enable the Quote – Order option.
  5. Check Show for all customers.
  6. Highlight the quote that you want to delete, and then click Delete.
  7. In the Confirm Delete window, click Yes.

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How to remove older quotes automatically

Important: Deleted quotes cannot be restored. The utility that deletes old quotes based on your criteria runs once a week. 

To delete quotes automatically after a set number of days:

  1. In Paladin, from the main menu, select File > Setup.
  2. Select the Invoice (Store) tab.
  3. In the Delete stored quotes after <selected number of> days box, enter the number of days to keep quotes before they are deleted. To never delete quotes, enter zero (0).
    Note: Quotes will be deleted on a weekly basis; so, it may take a few days for older quotes to disappear after you set up this rule.
  4. Click Save, and then click Close.
  5. Restart Paladin.

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How to email a quote

Note: The customer account associated with the quote must include an email address.

  1. In Paladin, on the top ribbon, select the Invoice/Quote module.
  2. In the Customer list, select the account number or name.
  3. On the bottom ribbon of the module, click F6 Recall Transaction.
  4. In the Recall Transaction window, select Quote – Order.
  5. Highlight the quote, and then click Recall.
  6. On the bottom ribbon of the Invoice / Quote tab, click Checkout.
  7. Click Print Quote.
  8. In the Print Quote window, select #7 – Email Quote, and then click Done.

Note: This option is only available when an email address is added into the Customers module on the Customer Account page. This process will email a quote to every email listed for the Customer Account.

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How to email a quote as an attachment

Note:  To do this, you must have Admin permissions.

  1. In Paladin, from the main menu, select File > Setup.
  2. Select the Network tab.
  3. In the Network pane, in the Laser Invoice / PO Printer box, enter Primo PDF. (Make note of the current printer listed before changing to Primo PDF. You will want to set the printer back after step 16 below.) 
  4. Click Save, and then click Close.
  5. In Paladin, on the top ribbon, select the Invoice/Quote module.
  6. On the bottom ribbon of the module, click F6 Recall Transaction.
  7. In the Recall Transaction window, select Quote – Order, and check Show for all customers.
  8. Highlight the quote that you want to email, and then click F12 Recall.
  9. On the bottom ribbon of the Invoice / Quote tab, click Checkout.
  10. On the bottom ribbon of the Checkout tab, click Print Quote.
  11. In the Print Quote window, select Option 3 – Full Sheet Quote.
  12. In the Primo PDF window, in the Post Process list, select Email PDF, and then click Create PDF.
  13. An email will be created with the PDF document attached. In the email message section, add information, and then click Send.
  14. In Paladin, from the main menu, select File > Setup.
  15. Select the Network tab.
  16. In the Network pane, in the Laser Invoice / PO Printer box, enter the name of the previous printer.
  17. Click Save, and then click Close.

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How to print a quote

  1. In Paladin, on the top ribbon, select the Invoice/Quote module.
  2. On the bottom ribbon of the module, click F6 Recall Transaction.
  3. In the Recall Transactions window, enable Quote – Order.
  4. Highlight the quote, and then click F12 Recall.
  5. On the bottom ribbon of the Invoice / Quote tab, click F8 Checkout. and then click F7 Print Quote.

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Print a quote without line-item prices

To print a quote without line-item prices and extensions:

  1. In Paladin, on the top ribbon, select the Invoice/Quote module.
  2. On the Invoice / Quote tab, create a quote or recall one.
  3. On the bottom ribbon of the tab, click Checkout.
  4. On the bottom ribbon, click Print Quote.
  5. In the Print Quote window, click 9 Unpriced Quote

The Unpriced Quote option prints a quote that omits prices or extensions for line-items. A total price is still included.

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If you have questions or suggestions about this information, contact support@paladinpos.com.

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 5/18/22