Maximize Productivity with the Advanced Lookup Feature
Our Advanced Lookup feature is often underutilized. This feature offers tremendous advantages when set up and used properly.
The Power of Advanced Lookup
Advanced Lookup has many powerful uses that you may or may not know about. Our Paladin expert will teach you how to use the Advanced Lookup feature to its greatest capability.
Advanced Lookup
With Advanced Lookup, you can find, edit, or add the following information: Customer History Inventory Purchase Order All Name Account Number Address Phone Rewards Number Ace National Lookup (For Ace Hardware stores) Invoice Part Part + Customer Class Department Location Supplier Keyword Class Department Location Supplier Keyword This article provides instruction and information on the […]
Ace National Lookup option
Note: In most cases, you can enter a last name and a zip code to find rewards information on a customer. For even more information, you can enable the Ace Nat’l Lookup radio button and be given all stores participating in Ace Rewards. To use the Ace National Lookup option: In Paladin, on the top […]
Invoice/Quote Advanced Lookup sort feature
To use the Advanced Lookup/sort function, perform the following: In Paladin, on the top ribbon, select the Invoice/ Quote module. On the bottom ribbon of the module, click F1 Advanced Lookup. Select and enable from the following: Class Department Location Supplier Keyword The options of Exact Phrase or Include Special Order Items can also be […]
