Set initial sort order for recalled transactions

Invoice/Quote, Knowledge Base, Setup

In the Recall Transaction window of Paladin’s Invoice/Quote module, you can choose how quotes (and other recalled transactions) are initially sorted: By date from newest to oldest (This is the default.) Alphabetically by name Note: For multi-stores, the default sort is by store number. To set the initial sort order for recalled transactions: In Paladin, from […]

Invoice/Quote Advanced Lookup sort feature

Invoice/Quote, Knowledge Base, Process, Setup

To use the Advanced Lookup/sort function, perform the following:  In Paladin, on the top ribbon, select the Invoice/ Quote module. On the bottom ribbon of the module, click F1 Advanced Lookup. Select and enable from the following: Class Department Location Supplier Keyword The options of Exact Phrase or Include Special Order Items can also be […]