Adjust discounts given in error

Note: Before you can adjust a discount given in error, you must have created a new department for adjustments and a new inventory item for adjustments.

 

1. In Paladin, on the top ribbon, select the Invoice/Quote module.
2. Optional: On the bottom ribbon of the module, click Advanced Lookup to search for customer account information.
3. Enter the part number in the Part Number box.
4. Press Enter.
5. In the Price box, enter the amount of the discount that you want to reverse, then press Enter.
6. Optional: On the bottom ribbon, click Add Note to explain the adjustment.
7. Click Checkout.
8. In the Checkout tab, on the bottom ribbon, click a payment type:
   • Cash
   • Charge
   • Credit Card
   • Check
9. Complete the transaction process.