Note: This feature only applies to multi-stores.

This feature lets you recall, edit, and complete a quote that was created in a different store (remote quote).

To access remote quotes:

  1. In Paladin, on the top ribbon, select the Invoice/Quote module.
  2. On the bottom ribbon of the module, click F6 Recall Transaction.
  3. In the Recall Transaction window, select Quote, then check Show for all customers
  4. To view a quote, highlight it, then click F12 Recall.
  5. You can edit a remote quote, then click F8 Checkout to complete the purchase.

When you sell the items on a remote quote, a Delete Stored Transaction window opens during the checkout process. The window shows the quote’s memo (Transaction) and the ID of the store that created it (Store).

  1. To delete the quote from the remote store when the purchase is complete, click DELETE. Otherwise, click Next.

Delete Stored Transaction window
Figure 1: Delete Stored Transaction window

If you have questions or suggestions about this information, contact

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 6/19/24