Recent Sales History: Pmt Type column displays last 4 credit card digits
Customers, Invoice/Quote, Knowledge Base, Process
To view recent sales: In Paladin, on the top ribbon, select the Customers module. Enter or select a customer account from the Customer list. Select the Credit tab. On the top of the Sales History pane, click either the Customer Friendly or Accounting Department magnifying glass. In the Recent Sales History window, when a transaction […]
Suggested Order Report: Item-by-item sales history
Inventory, Knowledge Base, Reports
To create the Suggested Order Report based on an item-by-item sales history: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > Purchase Order. In the Report List pane, select Suggested Order Report. The suggested inventory items to order appear in the Reports Description pane. To select […]
