This feature requires Paladin Release 2021 – A (build 4177) or later.
The Pick List report provides a list of outstanding order items sorted by order in Excel. Order item details include unsold item quantities, prices and more. Provide this list to your fulfillment department or use it for easy reference.
Tip To learn more about orders in Paladin, see Overview: Turn quotes into orders with Order Manager
- Open the Invoice/Quote module.
- Optional: If you only want to show outstanding order items for a specific customer, select In the Customer list, select the customer.
- Click Recall Transaction.
- Select Quote – Order.
- To show a list of all customer orders, select Show for all customers.
- Click Pick List. An Excel spreadsheet will open with details for order items that have unsold quantities. If the spreadsheet doesn’t open automatically, look for the Excel icon on your Windows taskbar.
If you have questions or suggestions about this information, contact firstname.lastname@example.org.