How to create the Salesperson Exception Report

Knowledge Base, Reports

The Salesperson Exception Report provides a list of all price overrides, manual discounts, and negative quantities sold during a specified time period and is sorted by employee. Open Paladin Point of Sale. On the top ribbon, click the Reports module. In the Report Area pane, click Sales Analysis, and then click What I Need To […]

How to set Salesperson Exception reports

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

When an employee manually discounts an item by clicking F4 Discount Item in the Invoice/Quote module, the discounted price is included in the Salesperson Exception Report. The Salesperson Exception Report provides a list of all price overrides, manual discounts, and negative quantities sold during a specified time period and sorted by employee. To run the […]