Invoice/Quote module Quick-access menu
When in Paladin’s Invoice/Quote module, and right-click on an item, the following menu opens: Figure 1: Invoice/Quote menu Available when working with a managed order, the Add Managed Item option becomes available. Items can be added to a managed order by right-clicking on an item(s) added below the Items below this line are not part […]
Invoice Margin Analysis Report adds department 999 (Unknown)
During EDI processing and other automated inventory updates, an item is placed in department 999 (Unknown) when a specific department is not defined. You can perform a margin analysis for items in department 999 (Unknown) in Paladin’s Invoice Margin Analysis Report. The Invoice Margin Analysis Report calculates the invoice profit and margin for items in […]
Invoice/Quote module: Display Description 2
When you add an item to an invoice, Paladin can display the inventory item’s Description 2 text (from the Inventory module) in the Description box. Figure 1: Inventory module Description 2/Invoice/Quote module showing description of item This lets a salesperson view the description while they are creating the invoice. Description 2 text is always printed […]
