Search quotes and other transactions more efficiently with custom sort options
Invoice/Quote, Knowledge Base, Process, Setup
Paladin has a feature lets you choose how quotes (and other recalled transactions) are initially sorted in the Recall Transaction window. With this feature, you can choose from the following default sort order options: Sort transactions alphabetically by name Sort transactions by date from newest to oldest (This is the default.) Tip: This feature sets […]
Report Detailing Contents of Store Transactions and POs
Customers, Invoice/Quote, Knowledge Base, Purchase Orders, Reports, Setup
To access the report detailing contents of Store Transactions and POs: In Paladin, from the top ribbon, select the Invoice/Quote module. On the bottom ribbon, select F6 Recall Transaction. In the Recall Transaction window, select from the following transaction types: Suspended Sale Quote – Order Kit Special Order On Hold Delivery You can also check […]
