How to create the Stored Transactions report

You can create an Excel report that includes stored quotes by transaction date, kits, on-hold products, and special orders.

1. Open Paladin Point of Sale.
2. On the top ribbon, click the Invoice/Quote module.
3. On the bottom ribbon, click Recall Transaction.
4. In the Recall Transaction window, select one of the following options:
   • Suspended Sale
   • Quote
   • Kit
   • Special Order
   • On Hold
   • Delivery
   • Show For All Accounts

Note: You must select Show For All Accounts if you did not select a customer before you created this report.

5. Click Report All.