How to exclude Special Orders from calculating rewards

Knowledge Base, Rewards

Note: This feature only applies to Ace Rewards, Rich Rewards and Repeat Rewards. In Paladin, go to File > Setup. Click the Class tab. Create a new class named “SO Rewards Exclusion” and select the No Rewards option. Click New. In the Name box, enter this: SO Rewards Exclusion In the Class ID box, enter an […]

Special orders

INTERNAL, Inventory, Invoice/Quote, Knowledge Base, Process, Purchase Orders, Setup

Paladin’s special order system covers placing special orders for both existing products as well as non-stocked products. Every special order generated also automatically generates pending Purchase Orders for all suppliers identified on the special order.  To build a special order, you need to detail the product to be ordered on the Invoice / Quote module. […]