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.

  1. Click Report All.

 

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: 10/22/18