How to adjust Pricing Plans

Customers, Inventory, Invoice/Quote, Knowledge Base, Process

To view or edit a customer’s pricing plans: In Paladin, on the top ribbon, select the Customers module. Find and display the customer’s information in the Customers tab. On the bottom ribbon, click Adjust Pricing Plans. In the Adjust Pricing Plans window, you can view the Available Pricing Plans and Selected Pricing Plans. Make changes […]

How to view and remove customers from pricing plans

Customers, Knowledge Base, Setup

To view or remove customers from pricing plans: In Paladin, from the main menu, select File > Setup. Select the Pricing Plan tab. The Customers with this pricing plan field displays a list of customers using a particular plan. To remove a customer from a pricing plan: Select a pricing plan from the Pricing Plans […]

Automatic retirement of sales lists

Inventory, Knowledge Base, Process, Setup

Paladin automatically retires out-of-date Pricing Plans and Sale Lists. All sale data controlled by a specific start date and end date AND is observed to be 90 days past the end of the sale “Date Range End” specified in the Pricing Plan will be marked as Inactive and no longer display in the list of […]