Set initial sort order for recalled transactions

In the Recall Transaction window of Paladin’s Invoice/Quote module, you can choose how quotes (and other recalled transactions) are initially sorted:

• By date from newest to oldest (This is the default.)
• Alphabetically by name

Note: For multi-stores, the default sort is by store number.

To set the initial sort order for recalled transactions:

1. In Paladin, from the main menu, select File > Setup.
2. Select the Invoice (Store) tab.
3. In the Invoices pane, in the Recall Transaction Default Sort Order pane, enable the default order for transactions to be shown in the Recall Transaction window of the Invoice/Quote module.

• • Date Descending: [Default] This option will order transactions by their Date from newest to the oldest.
  • Alphabetical: This option will order transactions alphabetically by Name.

4. Click Save, then click Close.

Notes: 

• To sort the list of transactions by the values in that column, click any column header in the Recall Transaction window.
• To view the transactions for a single customer only, in the Customer list, select or enter a customer account before you click F6 Recall Transaction.