You can create an Excel report that includes stored quotes by transaction date, kits, on-hold products, and special orders.
- Open Paladin Point of Sale.
- On the top ribbon, click the Invoice/Quote module.
- On the bottom ribbon, click Recall Transaction.
- In the Recall Transaction window, select one of the following options:
- Suspended Sale
- Special Order
- On Hold
- Show For All Accounts
Note: You must select Show For All Accounts if you did not select a customer before you created this report.
- Click Report All.
If you have questions or suggestions about this information, contact firstname.lastname@example.org.