Note: The customer account must already exist.
- Open Paladin Point of Sale.
- On the top ribbon, click the Invoice/Quote.
- On the bottom ribbon, click Advanced Lookup.
- Click the Customer.
- In the Keyword Search box, enter the customer, and then click Find.
- Click F8 Select Customer.
- If you do not know the part number, click Advanced Lookup, and then enter the keyword of the part number. For example, enter lawn mower repair.
- In the Quantity column, enter the needed quantity, and then press Tab or Enter.
- Click F8 Add Items to Invoice.
- In the Price column, adjust the amounts, and then press Tab or Enter.
- On the bottom ribbon, click Store Transaction.
- In the Stored Transaction window, select Quote.
- In the Memo box, enter information about the service or repair. Example: Lawnmower Model 541XZ–REPAIR.
- In the Name box, enter a name for the quote.
- Click F12 Store.
- Click Cancel to start a new 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: 1/19/21