How to reprint an invoice

Customers, Inventory, Invoice/Quote, Knowledge Base

The following provides information on the several ways to reprint an invoice: How Paladin printer settings affect invoice reprints Reprint purchase orders without costs and more new options 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 […]

How to include pharmacy consult note in invoice

Invoice/Quote, Knowledge Base, Pharmacy, Setup

Pharmacy receipt notes are used to show whether or not a consultation was accepted or denied. By default, the note text will appear 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 […]

Cancelled invoice report

Invoice/Quote, Knowledge Base, Reports, Setup

Paladin keeps a history of invoices that are cancelled during checkout before a receipt is printed. This cancelled invoice information is available as a report that opens in Microsoft Excel. The following shows a sample report.  The following table describes the report values. Each row represents one cancelled invoice. Cancelled invoice report value Description CREATEDATE […]

Force big form invoice option

Invoice/Quote, Knowledge Base, Process, Setup

The customer account setting that prints invoices on the store’s laser printer using the larger page (8 ½ x 11) form supports special orders. To print all invoices, quotes, and special orders for a specific customer on the store’s laser printer using the big form: In Paladin, on the top ribbon, select the Customers module. […]

How to reverse stock-on-hand for EDI invoices

EDI, Inventory, Knowledge Base, Process

To reverse stock-on-hand (SOH) counts for an EDI invoice: In Paladin, on the top ribbon, select the Inventory module. On the bottom ribbon of the module, select EDI. In the EDI Processing window, click Reporting. The EDI Reporting window appears and shows a history of all EDI processing including electronic invoices. Highlight an invoice, and […]

How to turn off Invoice Auto-Combine

Invoice/Quote, Knowledge Base, Process, Setup

By default, Paladin auto-combines identical inventory items into a single line on the customer’s invoice or quote. To turn this feature off: In Paladin, from the main menu, select File > Setup. Select the Invoice (Store) tab. Check Disable Auto-Combining of Rows. Note: This is not available if Ace Rewards is enabled. Also, only Paladin […]

How to create an Invoice Margin Analysis report

Invoice/Quote, Knowledge Base, Reports

This article provides instruction on creating Invoice Margin Analysis reports. To create a report: 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 Margin Analysis Report. In the Choose Report pane, click F12 […]

Invoice style line numbers

Invoice/Quote, Knowledge Base, Process, Purchase Orders

Watermark style line numbers are displayed on the Purchase Order screen. The same style line numbers are on the invoice screen AND the PO Receive screen. With this, when the invoicing screen displays a message of “combined with line 23″, it will be easy to find line 23 should you have reason to review the […]

Invoice/Quote Advanced Lookup sort feature

Invoice/Quote, Knowledge Base, Process, Setup

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 be selected. […]