Services and repairs

This article provides instruction and information on the following:

• How to create a quote for services and repairs
• How to enter a deposit for services and repairs
• How to add parts and labor to a quote
• How to process a transaction for services and repairs

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, 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, enter the keyword of the part number, and then press Find>>. For example, enter lawn mower repair. In the Quantity column, enter the needed quantity, and press Enter.
7. Click F8 Add Items to Invoice.
8. On the bottom ribbon of the Invoice/Quote tab, click F6 Store Transaction.
9. In the Stored Transaction window, enable Quote.
10. In the Name box, enter a name for the quote.
11. In the Memo box, enter information about the service or repair. Example: Lawnmower Model 541XZ–REPAIR.
12. Click F12 Store.
13. Click Cancel to start a new transaction.

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How to enter a deposit for services and repairs

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 F5 Account Payment.
4. In the Account Payment window, enter the amount of the deposit in the Payment box.
5. In the Note box, enter the title of the quote, followed by the word “Deposit”.

Example: Repair Lawnmower Model 541XZ—Deposit.

6. Click F12 Checkout.
7. On the bottom ribbon of the module, click Cash, Credit Card, or Check as the deposit amount.
8. Press Enter to complete the transaction. The deposit will be added to the customer account.
9. In the Transaction Complete window, click Done.

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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/highlight 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 process a transaction for services and repairs

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, enable the Quote – Order option, check Show For All Accounts, select the correct quote, and then click F12 Recall.
5. On the bottom ribbon of the Order Manager tab, click F8 Checkout.
6. On the bottom ribbon of the Checkout tab, click F2 Charge.
7. In the Charge box, enter the amount of the available credit balance, then press Enter.
8. On the bottom ribbon of the Checkout tab, select a payment type, then press Enter.

Note: Because the deposit was previously credited to the customer account, processing it as a charge will bring the customer account balance to zero.

9. If there is a purchase order number, enter it, then click Next.
10. Select the second payment type for the repair. This is the remaining amount on the transaction.
11. In the Delete Stored Transaction window, click DELETE  or click Next to store the quote.
12. In the Transaction Complete window, click Done.

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