Transactions
This article provides instruction and information on the following: Note: For information on transaction payment types, refer to: Transactions: Payment types. For information on stored transactions, refer to Stored transactions. How to process a transaction for services and repairs How to set up Alternate Part Number Found during an invoice transaction How to add a […]
Multi-Store: Recall quotes from another store and complete the purchase
This feature only applies to multi-stores. This feature lets you recall, edit, and complete a quote that was created in a different store (remote quote). To access remote quotes: In Paladin, on the top ribbon, select the Invoice/Quote module. On the bottom ribbon of the module, click F6 Recall Transaction. 3. In the Recall Transaction […]
Inventory On Hold
With the Inventory On Hold feature, you can reserve an item for a pending transaction so that the available stock-on-hand (SOH) reflects the reduced quantity. To use the Inventory On Hold feature, you must create a stored transaction. Then, you can use Inventory On Hold with the following tools: Inventory reports Suggested ordering Stock needs […]
How to create a Transaction Report
To create a transaction report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need To Know. In the Report List pane, choose the Transaction Report version: Transaction Report: Creates a PDF report and offers many report settings that allow you search by keyword, […]
Report Detailing Contents of Store Transactions and POs
To access this report: In Paladin, from the top ribbon, select the Invoice/Quote module. On the bottom ribbon, select F6 Recall Transaction. In the Recall Transaction window, select from the following transaction types: Suspended Sale Quote – Order Kit Special Order On Hold Delivery You can also check the option to “Show for all customers”. […]
