How to create a quote

When you create a quote, the quoted items are not removed from stock on hand inventory.

1. Open Paladin POS.
2. On the top ribbon, click the Invoice/Quote module.
3. In the Invoice/Quote tab, on the bottom ribbon, click Advanced Lookup.
4. In the Inventory tab, select one of the following search options:
   • Class
   • Department
   • Location
   • Supplier
   • Keyword
5. In the search list, make a selection.
6. Scan the part numbers.
7. Optional: Adjust pricing or add notes.
8. On the bottom ribbon, click Store Transaction.
9. In the Store Transaction window, click the Quote option.
10. In the Name box, enter the customer’s name.
11. In the Memo box, add a Contact Name or Job Name and the Expiration Date of the quote.
12. Click F12/Store to add the items to the Quote.