Transactions: Payment types
Note: When performing a transaction, process gift cards or Flex (FSA) cards first to determine if there will be a balance due via another payment type. Transactions are done in Paladin’s Invoice/Quote module. In Paladin, on the top ribbon, select the Invoice/Quote module. Scan or enter a part number in the Part Number box. Press […]
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 […]
Recent Sales History: Pmt Type column displays last 4 credit card digits
To view recent sales: In Paladin, on the top ribbon, select the Customers module. Enter or select a customer account from the Customer list. Select the Credit tab. On the top of the Sales History pane, click either the Customer Friendly or Accounting Department magnifying glass. In the Recent Sales History window, when a transaction […]
SOH History viewer
The SOH History viewer shows a history of inventory item stock on hand (SOH) changes from purchase orders, special orders, EDI processes, voided transactions, and manual receiving. You can track issues that result from voided transactions, including unexpected SOH values and accounting discrepancies. Note: If you want to void a transaction, it is best to […]
Transaction Report: Monthly service charges
To create a Transaction Report showing monthly service charges: 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, select Transaction Report. In the Choose Report pane, click F12 Next. In the Transaction Report window, in […]
