How to reprint an invoice
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
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 […]
Multi-Store: Recall quotes from another store and complete the purchase
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. 3. In the Recall Transaction […]
Cancelled invoice report
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 […]
Invoice Margin Analysis Report adds department 999 (Unknown)
You can perform a margin analysis for items in department 999 (Unknown) in the Invoice Margin Analysis Report. During EDI processing and other automated inventory updates, an item is placed in department 999 (Unknown) when a specific department is not defined. You cannot manually assign department 999 (Unknown) to an inventory item. About the Invoice […]
How to apply the F4 discount to one or more manually-priced items on the invoice
Highlight the items on the invoice that you want to discount. Click F4 Discount or press F4. Select the Apply to Manually Priced Items checkbox. If you want to apply this discount to all manually-priced items that you add going forward, click Apply from this point on. Note: Use this option with caution. If you select […]
Force big form invoice option
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 add customer account balances to account payment invoices
Improve your customer’s experience by conveniently printing their current account balance and their last statement balance on account payment invoices. The printed values show the remaining balances after the account payment has been applied. To print customer account balances on account payment invoices: In Paladin, from the main menu, select File > Setup. Select the […]
How to reverse stock-on-hand for EDI invoices
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 set up Paladin to send email statements and invoices
In Paladin, from the main menu, select File > Setup. Select the Forms tab. In the Email Options pane, and then enter information in the following boxes: Name Information Enable SMTP Server Check this box if using SMTP (see SMTP values below). From Email Address Emails will be sent from this email address, and replies […]
How to turn off Invoice Auto-Combine
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
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
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
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. […]
