Note:  The customer account must already exist.

  1. Open Paladin Point of Sale.
  2. On the top ribbon, click the Invoice/Quote.
  3. On the bottom ribbon, click Advanced Lookup.
  4. Click the Customer.
  5. In the Keyword Search box, enter the customer, and then click Find.
  6. Click F8 Select Customer.
  7. 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.
  8. In the Quantity column, enter the needed quantity, and then press Tab or Enter.
  9. Click F8 Add Items to Invoice.
  10. In the Price column, adjust the amounts, and then press Tab or Enter.
  11. On the bottom ribbon, click Store Transaction.
  12. In the Stored Transaction window, select Quote.
  13. In the Memo box, enter information about the service or repair. Example: Lawnmower Model 541XZ–REPAIR.
  14. In the Name box, enter a name for the quote.
  15. Click F12 Store.
  16. Click Cancel to start a new transaction.
*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 7/20/18