1. Open Paladin Point of Sale.
  2. On the top ribbon, click the Invoice/Quote module.
  3. In the Invoice/Quote tab, on the bottom ribbon, click Advanced Lookup.
  4. Click the History tab.
  5. Click to select one of the following options:
    • Invoice
    • Part
    • Part + Customer

Note: You can only use the Part + Customer option for a customer that has been added to the invoice.

  1. Perform one of the following procedures:
    • To search by Invoice, enter the invoice number, and then click Find.
    • To search by Part, enter the part number, and then click Find.
    • To search by Part + Customer, enter part number, and then click Find.
  2. Optional: On the top ribbon, click Results. In the Find Within Results search box, enter clarifying information, and then click F3/Find Next or F4/Find Prev.
  3. To add an item to a new invoice, double-click in the Qty box, enter the amount of items that you want to add, and then click F8/Add Items to Invoice.

 

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 7/20/18