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, do one of the following:
    • Click Class, Department, Location, or Supplier, and then select an option from the list:
    • Click Keyword, enter a keyword, and then click Find
    • Scan the item.
  5. In the Qty box, enter a quantity, and then click F8 Add Items to Invoice or press F8.
  6. Optional: Adjust pricing or add notes.
  7. On the bottom ribbon, click Store Transaction.
  8. In the Store Transaction window, click the Quote option.
  9. In the Name box, enter the customer’s name.
  10. In the Memo box, add a Contact Name or Job Name and the Expiration Date of the quote.
  11. Click F12/Store to store the transaction.

 

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

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 2/16/19