Speed up invoicing and purchase order processing with quick-access menus.  Right-click any line item on an invoice or purchase order to get immediate access to commonly-used tasks and tools.

Learn more:  Quick access menus bring greater effiiciency and new features

Select this menu option

To do this

Insert Line Item

Insert a blank line item above the selected line item.  

Benefit:  Insert a line-item anywhere in the invoice.

Delete Line Item

Delete the selected line item.

Benefit: With this menu option, you have a third way to delete a line item. You can also click Delete Item on the bottom ribbon or press F3.

Insert Note

Insert a blank note above the selected item.

Benefit: Insert a note anywhere in the invoice.

Add Precision

Add a more precise line item quantity (up to four decimal places) and price (up to six decimal places) in the Add Precision window.

 

Benefit: Provide high precision values for items that do not come in whole quantities, such as grains, seed, and gravel.  In the Invoice Item Scale window, you can enter changes to Quantity and Price.  When you do so, the calculated real-time Extension value will appear.

Profit Analyst

View the real-time cost, profit, and margin statistics in the Profit Analyst window.

Note: This feature is only available to employees who have been explicitly granted access.

Benefit: This tool gives you real-time cost, profit, and margin statistics.

Footage Calculator

Open our Footage Calculator (tally calculator) to specify quantities and lengths (feet and inches) for items.

Benefit: This tool is useful when you sell in different lengths, such as lumber, wire, and rolled metal roofing.

Insert Subtotal

When you right-click an invoice line item, and then select Insert Subtotal, a subtotal is inserted above the line item. The subtotal is calculated from the previous subtotal. If no prior subtotal exists, the subtotal is calculated from the start of the invoice. 

Benefit: Automatically calculate a subtotal for items, and enter a Subtotal Name, such as Paint supplies. When you add or remove items, the subtotal will be automatically adjusted.

Update to Current Price

When you right-click a line item on a recalled transaction/quote, you can select Update to Current Price

Benefit: If a price change occurred, the retail price will be automatically updated.

Update All to Current Prices

When you right-click a line item on a recalled transaction/quote, you can select Update All to Current Prices.

Benefit: If a price change occurred, the retail prices will be automatically updated.

Update PO Order Quantity and Cost

In the Receive PO tab, you can update purchase order quantities and costs. 

Benefit: You can update purchase order quantities and costs without receiving the purchase order.

Copy and paste

 

 

 

 

You can copy and paste editable information in these quick-access menus:

  • Invoice/Quote tab
  • PO mode
  • PO Receive mode

Benefit:  Cut and paste notes or other editable values within the invoice.

Note:  You can press Ctrl + C or Ctrl + V instead of selecting Copy or Paste.

 

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: 5/19/19