Transaction report from Quote to Order invoices
The Transaction report from Quote to Order invoices includes all invoices produced from any quote. To create a Transaction report from Quote to Order invoices: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need to Know. In the Report List pane, select […]
Invoice: Incomplete, Exit Paladin, and Remove Item messages
When creating invoices, there are three safeguard messages to ensure you do not lose information: Remove Invoice Item Warning Incomplete Invoice Warning Exit Paladin warning Remove Invoice Item Warning message The Remove Invoice Item Warning message is triggered when you remove a line item from an invoice. A message window opens asking if this is […]
Paladin Pointers: Optimize Your Store Operations Using the Invoice (Store) Setup Tab
Properly utilizing Paladin’s Invoice tab can help merchants improve their customer and cashier experience and improve the performance of their store.
Reprint an invoice
The following provides instruction and information on the following: How Paladin printer settings affect invoice reprints Reprint purchase orders without costs How to reprint from the Invoice/Quote module Invoice reprints from Invoice/Quote module How to reprint from the Customers module How to reprint a customer’s prior statement How to reprint a customer’s prior invoice How […]
Shortcuts to Becoming a Paladin Power User
Customer Experience Specialist Andrew Martinelli demonstrates both basic and advanced feature settings that will speed up the invoicing and reporting process.
Search quotes and invoices
To search quotes and invoices: In Paladin, on the top ribbon, select the Invoice/Quote module. Create or open an existing invoice. Right-click any invoice or quote line to open the quick access menu. On the menu, click Search Invoice/Quote. In the Search Invoice/Quote window, enter a search term, then press Enter. To repeat the search […]
Display Description 2 on original invoice
When you add the item to an invoice, Paladin displays the inventory item’s Description 2 text (from the Inventory module) in the Description box. When this feature is turned on, a salesperson can view Description 2 when creating an invoice. Notes: Description 2 will always be printed on the original invoice or receipt. Because the […]
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 The following provides the function of each menu item: 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 […]
Pharmacy: Include pharmacy consult notes in an invoice
Pharmacy invoice notes are used to show whether or not a consultation was accepted or denied. By default, the note text appears as Customer was offered a consult. Note: If the checkout process is cancelled for a pharmacy item, then restarted and subsequently completed, the invoice will only display HIPPA, safety cap, or similar notes. […]
Transactions
This article provides instruction and information on the following: Note: For information on transaction payment types, refer to: Transactions: Payment types. For information on stored transactions, refer to Stored transactions. How to process a transaction for services and repairs How to set up Alternate Part Number Found during an invoice transaction How to add a […]
Multi-Store: Recall quotes from another store and complete the purchase
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: In Paladin, on the top ribbon, select the Invoice/Quote module. On the bottom ribbon of the module, click F6 Recall Transaction. In the Recall Transaction […]
Invoicing brings it all together
They came, they shopped, and now they’re ready to purchase. Invoicing is often taken for granted, but it’s one more opportunity to make a good impression on your customers. The truth is, an amazing array of tools are available in the invoicing screen. This webinar focuses on finding, well, all of them, so you can help your customers track down and purchase exactly what they need.
Invoice Importer
This article provides instruction and information on the following: About Invoice Importer How to create an invoice transaction file that you can import into Paladin How to import invoice transactions into Paladin How to view a revenue report with imported invoice information About Invoice Importer With the Invoice Importer, you can import transactions from other […]
Data Viewer: Invoice settings
In Paladin’s Data Viewer, you can edit invoice purchase order numbers, project names, and invoice dates. Note: To make these changes, you must have manager credentials. In Paladin, from the top menu, select Maintain > Data Viewer. Select the Invoices tab. On the Invoices tab, on the View tab, specify the search criteria for the […]
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 […]
