Summary

This article will describe where common settings are located in SalesPRO.  It is designed to assist SWCS 4.2 users in getting started with the new software. This guide is for reference once the initial company setup has been performed. 


More Information

SalesPRO uses tabs to organize various software functions.  On these tabs, you will find icons which allow you to perform your daily tasks.  This guide will detail where to find the basics from your previous version of the software.

File Manager

Click on the Solatech icon in the upper left hand corner of the SalesPRO window.  Select Manage this Computer, then select File Manager


Printers

Click on the Solatech icon in the upper left hand corner of your software.  Select Manage this Computer, then select Printers. 


Company Information

Click on the Solatech icon in the upper left hand corner of your software.  Select Manage this Company, then select Company Information



Preferences

Preferences have been renamed "Application Settings" .  They can be accessed by clicking on the Solatech icon in the upper left hand corner of your software



Customers, Quotes, Orders, Employees and Vendors

Can be accessed on the Home tab.  View your selected item by clicking on the appropriate icon. 


Find button

Accessed on the Home tab by clicking on the Search icon.  When Search is selected, you can type in your search text, filer your search options and dates.  Press the green arrow to begin the serach.  Results are shown on the search tab as shown below. 


Sales Tax Codes

Go to the Maintenance tab and use the drop down menu to select Sales Tax codes.  Please note that before you can add a new Sales tax code, you must assign it to a Sales tax group. 


Discount Setup

Go to the Maintenance tab and select the Discounts icon



Discount Groups

Go to the Maintenance tab and use the drop down under the Discounts icon to select Discount Groups




Product Manager and Product Updates

Go the Maintenance tab and select the Product Manager icon or the Product Updates icon


Additional Charges (Measure, Shipping, Installation)

Go to the Maintenance tab and select Additional Charges  Default additional charges are provided with your installation, but can be modified to fit your specific needs. The Add Charge button in Order Entry will allow you to add your additional charges to your Quote or Sale.  



List items (Manufacturers, Referral Methods, Payment Methods, Terms)

Go to the Maintenance tab and drop down the icon for Manage Lists



Payments

Go to the Workflow tab and select the icon for Receive Payments.  On the receive payments screen, you will be able to view as well as record payments. Payments can also be received from Order Entry by clicking on the Payments link.  

Online Order Processing

Go to the Workflow tab and select the Send for Purchasing Icon. The Send for Purchasing tab will list all purchase orders available to be sent to the vendor. 

Help

Click on the Question Mark icon / Help in the upper right hand corner of the software.  This icon is available from all tabs


Profit Margin Breakdown

Found in Order Entry, above the totals, click on the (i).  




Additional Resources:


For additional information, please refer to part 2 of our Quick Start Program:  How Do I...? A Quick Reference for Common Items and visit the Video Training page on our website. 



Applies to:


  • SalesPRO Software