Invoice/Quote Advanced Lookup sort feature

To use the Advanced Lookup/sort function, perform the following: 

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. Select and enable from the following:
   • Class
   • Department
   • Location
   • Supplier
   • Keyword

The options of Exact Phrase or Include Special Order Items can also be checked.

Figure 1: Advanced Lookup options

4. Click Find >>.

The initial screen displays data in chronological order with the newest items displayed first.

Figure 2: Sales displayed

5. Enter a quantity of the items desired, press Enter, then click F8 Add Items to invoice. The items are applied to the Invoice/Quote module.

Figure 3: Items in invoice