Stored transactions

This article provides the following for stored transactions in Paladin:

• Overview
• Stored Transactions notice
• How to create a Stored Transactions report
• How to recall or delete a stored transaction
• How to suspend a transaction

Overview

In the Invoice/Quote module, in the Store Transaction window, you can select the following types of stored transactions:

• Suspended sale
• Quote
• Kit
• Special order
• On hold

Details by date, employee number, and account number will appear.

For quotes, special orders, and on-hold transactions, you can enter information in the Name box and Memo box.

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Stored Transactions notice

In the Invoice/Quote module, a Stored Transactions window appears when you select a customer with stored quotes, special orders, or on-hold items. The window shows a count of each stored transaction type, and you can click F6 Recall to look them up. Otherwise, the window closes automatically when you continue with the original transaction. No cashier interaction is required.

Figure 1: Stored Transactions window

You can turn off this feature:

1. In Paladin, from the main menu, select File > Setup.
2. Select the Invoice (Store) module.
3. In the Invoice pane, check Disable Customer Stored Transaction Count Popup.
4. Click Save, and then click Close.

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How to create a Stored Transactions report

You can create an Excel report that includes stored quotes by transaction date, kits, on-hold products, and special orders.

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 Transaction window, select one of the following options:
   • Suspended Sale
   • Quote – Order
   • Kit
   • Special Order
   • On Hold
   • Delivery
   • Show for all customers

Note: If you do not know the account number of the stored transaction, check Show for all customers.

4. The recall Transactions window populates with customers.
5. Select a customer.
6. Click View in Excel.

An Excel icon will appear on the bottom taskbar of your computer. Click the Excel icon to view the report.

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How to recall or delete a stored transaction

When you sell items from a stored transaction, all unsold items on that invoice will be returned to stock on hand.

To recall or delete a stored transaction:

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 Transaction window, select one of the following options:
   • Suspended Sale
   • Quote
   • Kit
   • Special Order
   • On Hold
   • Delivery

Note: If you do not know the account number of the stored transaction, check Show for all customers.

4. Highlight the stored transaction, and then click one of the following buttons:
   • F12 Recall
   • Delete
     

Note: If you processed a transaction from a quote, the Delete Stored Transaction window will appear with the message: Delete stored quote? 

5. If you click Delete, the Confirm Delete window opens. Your options are Yes or No.

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How to suspend a transaction

During the checkout process, a customer may want to leave the line to get a forgotten item. You can:

• Suspend the transaction without removing the inventory from stock-on-hand (SOH) counts.
• Keep checking out other customers until the previous customer returns.

When you suspend a sale on a terminal, it can be resumed only on that terminal. If you close Paladin while the sale is suspended, it will be removed.

To suspend a transaction:

1. In Paladin, on the top ribbon, select the Invoice/Quote module.
2. In the Invoice/Quote tab, scan part numbers.
3. On the bottom ribbon of the module, click F6 Store Transaction.
4. In the Store Transaction window, enable Suspended Sale.
5. Click F12 Store.

Note:  To recall a selected transaction, click F6 Recall transaction, and the invoice will reappear. Click F12 Recall.

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