Salesperson Exception Report: Manager accounting overrides
Manual discounts, price overrides, and easy returns can be useful tools when you need to price-match to make a sale or maintain a happy customer. However, these tools can also be misused or exploited to commit fraud. To ensure that your employees are acting in the best interest of your store, you can create and […]
Salesperson Exception Report
The Salesperson Exception Report provides a list, sorted by employee, of all price overrides, manual discounts, and negative quantities sold during a specified time period. To create the Salesperson Exception Report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need To Know. […]
Salesperson Exception Report
When an employee manually discounts an item by clicking F4 Discount Item in Paladin’s 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 […]
