In Paladin, special orders require a deposit to be placed on account by the customer at the time the special order is placed. 

Paladin contains a  feature that tightens up accounting practices and is easier for sales personnel to use. This feature, requires sales personnel to record enough information about a new customer to automatically create a zero credit limit account. Their deposit is automatically shown as cash received for the day and an account payment. 

When a special order quote is stored (and the customer has not been selected on the invoice), sales personnel are requested to enter the customer’s name, address, city, state, zip, and phone number. 

When the customer accepts delivery of the special order, all available pre-payment funds will be applied to their invoice. The balance owing may be paid by any combination of the remaining payment types.

If a customer is identified on the Invoice/Quote module during creation of the special order, all customer specific parameters are followed, including any credit limits.

To enable this feature:

  1. In Paladin, from the main menu, select File > Setup.
  2. Select the Company tab.
  3. In the Special Orders pane, check Allow Special Orders to Create Customers.
  4. Click Save, and then click Close.

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: 1/28/22