Transactions

About, Invoice/Quote, Knowledge Base, Process, Setup

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 […]

Inventory On Hold

About, Inventory, Knowledge Base, Process, Setup

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

Knowledge Base, Process, Reports, Setup

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, […]