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 […]
Buy Down Quote Report
The Buy Down Quote report is in an Excel format generated in Paladin’s Invoice/Quote module. Before being able to generate this report, you must first: Create a quote, refer to the How to create a quote section in the Quotes KBA. Turn the quote into an order: Order Manager: Turn quotes into orders Once you […]
Mobile2Checkout: Recall quotes and apply pricing plans
The Mobile2Checkout app can now recall saved quotes and automatically apply pricing plans to items on sale. This article provides instruction and information on the following: How to get the Mobile2Checkout app Recall a quote Sale price support Have the Mobile2Checkout app, but don’t see these features How to get the Mobile2Checkout app Purchase a […]
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 […]
Insert subtotals on an invoice
The Insert Subtotal option allows customers to break their invoices in to job categories (electrical, plumbing, etc.), or by their clients/jobs (West job, John Doe, etc.). You must enter, in sequence, the items you want for a subtotal. When done entering items in sequence, you need to enter at least one item that is not […]
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 […]
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 […]
Quotes
This article provides instruction and information on the following: How to create a quote How to create a quote for services and repairs How to add parts and labor to a quote How to add a new part number to a quote after it is created How to automatically number quotes How to sell items […]
Disable Auto-Combine of rows in an invoice/quote
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. Click Save, then […]