1. Open Paladin Point of Sale.
  2. On the top ribbon, click the Invoice/Quote module.
  3. On the bottom ribbon, click Recall Transaction or press F6.
  4. In the Recall Transaction pane, select Delivery.
  5. To sort a delivery, click any column on the gray row.
  6. To recall the delivery details, double-click the selected row (highlighted in red).
  7. To recall the original sale invoice, double-click the first magnifying glass on the selected row.
  8. To recall the delivery invoice, double-click the second magnifying glass on the selected row.

Note :The second magnifying glass will only appear when the delivery is completed.

  1. To edit the delivery schedule, double-click the wrench.
  2. To cancel the delivery or change to a local pickup, double-click the trash can.
    • In the Status column, there are four indicators that will appear as icons:
Indicator Delivery status
Yellow exclamation point Open
Green check mark Completed
Blue check mark Picked up in store
Red check mark Canceled
  • At the bottom of the pane, there are multiple list options for you to indicate what to display on the delivery schedule.
List Sort options
Status All, Open, Delivered, Closed, Pickup Cancelled
Truck All Trucks or select individual truck
Date Type Scheduled, Ordered, Delivered
Start Date Beginning date range
End Date Ending date range
F5 Refresh View changes made during the delivery process.
  1. To view changes made during the delivery process, click F5 Refresh.

 

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