Quotes and on-hold invoices require a customer name
In the Invoice/Quote module, when you click Store Transaction to create a Quote or On Hold invoice, a Name value is required. To help you remember, the phrase *Required appears in red above the Name box. If the Name box is empty, you cannot click F12 Store to save the invoice. When you click Recall Transaction, […]
The Layaway Renaissance
Learn how the Lost Opportunity Tool offers you a new simple and smart solution. This is part two of our five-part PaladinNsight™ webinar series.
Negative on-hold quantities
You can put an item on hold that has a zero or negative stock-on-hand (SOH) value. While this feature may be useful in certain situations, putting a negative quantity of an item on-hold increases your SOH and can make an item appear in stock when you don’t have it. For example, if you put an […]
Inventory On Hold
With the Inventory On Hold feature, you can reserve an item for a pending transaction so that the available stock-on-hand (SOH) reflects the reduced quantity. To use the Inventory On Hold feature, you must create a stored transaction. Then, you can use Inventory On Hold with the following tools: Inventory reports Suggested ordering Stock needs […]
