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:

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.

Customer stored transactions
Figure 1: Customer stored transactions

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

Buy Down Quote report in Excel 
Figure 2: Buy Down Quote report in Excel 

If you have questions or suggestions about this information, contact support@paladinpos.com.

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Printed on: 3/29/24