How to create a sale list

Knowledge Base, Setup | ID: 7796
  1. On the File menu, click Setup.
  2. In the Paladin Configuration window, click the Sale List tab.
  3. In the Sales section, click New.
  4. In the Name box, enter a name for the sale.
  5. In the ID box, enter a unique ID number, and save it for future reference.
  6. Optional:  In the Source box, enter the source of the sale.
  7. Click Save.
  8. To create a pricing plan to execute the sale, scroll to the Pricing Plans pane and click Create New Pricing Plan.  You will be taken to the Pricing Plan tab.
  9. Follow the steps in this KBA:  How to set up the pricing plan

 

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Printed on: 9/27/21