This article provides the following information on Invoice line items:

Overview

In the Invoice/Quote module, each line item includes three check boxes:


Figure 1: Tax, Def, and Net checkboxes

Check box If the box is checked:
TAX The item will be taxed at the default tax rate. If this box is unchecked, manager approval is required. Refer to Safeguard: Manager override when Tax flag disabled in Invoice/Quote
DEF

The item that was returned as defective cannot be resold.

In the Quantity box, indicate a negative amount of returned items to adjust the Qty. Defective count. Do not add the item to the Stock on Hand count.

NET

The Net pricing rule is applied to the item with the following discount restrictions:

  • A pricing plan percentage discount is not given.
  • A prompt payment discount is not given.
  • Rich Rewards: Rewards points will not be earned.
  • At checkout, manager approval will be required under the following conditions:
    • A manual price change
    • An F4-Discount Item price change
    • Clearing the Net pricing rule

Back to Top

How to change the default tax definition of a customer at checkout

Before you can begin this procedure, the correct tax definitions must be set up. Consult an accountant or tax attorney. When you change the default tax definition, it will be applied to this transaction and subsequent transactions.

To set tax definitions:

  1. In Paladin, on the top ribbon, select the Invoice/Quote module.
  2. On the bottom ribbon, click F1 Advanced Lookup.
  3. In the Customer tab, search for a customer using the following options
    All
    Name
    Account Number
    Address
    Phone
    Rewards Number
  4. Enter information into the Keyword Search box and click Find>>.
  5. Highlight the customer found and press F8 Select Customer.
  6. In the Invoice/Quote tab, scan items or enter part numbers in the Part Number box.
  7. Click Enter.
  8. On the bottom ribbon, click F8 Checkout.
  9. In the Checkout tab, on the bottom ribbon, click F8 Tax.
  10. In the Tax Window, select the tax definitions for the State, County, and City, and then click F12 OK. You will see the tax added under the Subtotal.
  11. On the bottom ribbon, select a payment type:
    • Cash
    • Charge
    • Credit Card
    • Check
  12. Complete the transaction process.

Back to Top

How to return a defective item

  1. In Paladin, on the top ribbon, select the Invoice/Quote module.
  2. Check the Def line item box.
  3. Scan or enter the part number.
  4. Press Enter.
  5. In the Return Item Invoice Number window, enter the Invoice Number.
  6. Click OK [F8}.
  7. A note stating there is a return item shows on the Invoice/Quote tab, and a negative Total $ is shown. 
  8. Press F8 Checkout.
  9. On the bottom ribbon of the Checkout tab, select a payment. If:
    Cash: Cash will be returned to the customer.
    Credit: In the Credit Card Processing window, enter the card number, the expiration date, and the name of the card holder.
    Check: In the Check Processing window, enter the Check # and the name of the customer.

Back to Top

How to prevent manual discounts from applying to net items

In the Invoice/Quote module, percentage discounts can be manually applied to invoice items when you click F4 Discount Item on the bottom ribbon. To prevent these manual discounts on items that have the Net checkbox selected, follow these steps:

  1. In Paladin, from the main menu, select File > Setup.
  2. Select the Company tab.
  3. In the Inventory pane, check Exclude Net items from Invoice-wide Advanced Sales.
  4. Click Save, and then click Close.

Back to Top

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: 10/05/22