Buy Down Quote Report

 The Buy Down Quote report is in an Excel format generated in Paladin’s Invoice/Quote module. Before being able to generate this report, you must first:

• Create a quote, refer to the How to create a quote section in the Quotes KBA.
• Turn the quote into an order: Order Manager: Turn quotes into orders

Once you have turned the quote into an order, to create the Buy Down Quote report:

1. In Paladin, on the top ribbon, select the Invoice/Quote module.
2. Enter or select the customer account from the Customer list.
3. On the bottom ribbon of the module, the Stored Transactions window opens notifying that the customer has a stored transaction.

Figure 1: Customer stored transactions

4. Click F6 Recall Transaction.
5. In the Recall Transaction window, highlight the customer and click F12 Recall.
6. In the Order Manager tab, select an item(s) to purchase.
7. In the quantity column, enter the quantity of the part you want to purchase.
8. Press F8 Checkout.
9. Select a payment type and complete the order.
10. In Paladin, on the top ribbon, select the Invoice/Quote module
11. Enter or select the customer account from the Customer list.
12. On the bottom ribbon, select F6 Recall Transaction.
13. In the Recall Transaction window, highlight the customer and click Picklist. An Excel icon appears on the bottom taskbar of your computer.
14. Click the Excel icon to open the report.

The report includes the following information:

Field	Description
Date	Date order was last modified
Type	Buy Down Quote
File Name	The name you assigned when creating the quote
Memo	Any notes you added when creating the quote
Salesperson Id	Salesperson making modifications
Account number	Customer’s account number
Name	Customer name
Part number	Number of the part
Description	Description of the part
Quantity	Amount of the item bought
Price	Price quoted for the part
SOH	How many items are available (stock on hand)
Qty on Ord	Quantity left on the order
Loc	Location of the part

Figure 2: Buy Down Quote report in Excel