How to automatically number quotes

Invoice/Quote, Knowledge Base, Setup

A configuration setting lets you automatically number quotes for easy reference. Quote numbers are added to a Note line item when you print or store the quote. If you store the quote, the number is also appended to the quote’s Memo text. This allows you to quickly find the quote by number in the Recall Transaction window.   To turn on this […]

How to set up a restricted item class

Inventory, Knowledge Base, Setup

On the File menu, click Setup. In the Paladin Configuration window, click the Class tab. In the Classes pane,  do one of the following: In the list of classes, choose an existing class to be the restricted class. Make a note of the class ID because you will need it in step 7. Create a […]