Reports (5.x)

How to enable an extra line to show total customer savings on process reports
Summary Begging with SalesPRO version 5.0.227, users have the ability to add an extra line to show customers the total savings on the quote or sale.  This ...
Fri, 8 Jun, 2018 at 3:43 PM
How to show payment details on Process Reports
Summary This article will describe how to enable payment details (i.e. a Receipt details) for Order Confirmations, Invoices and/or Installer forms. A dupli...
Thu, 23 Aug, 2018 at 11:18 AM
How to use report filters in SalesPRO
Summary SalesPRO software gives you the ability to use filters for the data generated on reports.  This article will explain how to effectively use these f...
Wed, 21 Nov, 2018 at 2:44 PM
How to Add Terms and Conditions to a Process Report
Summary This article will explain how to add terms and conditions to a process report .     More Information From within SalesPRO, navigate to the Setu...
Tue, 10 Jul, 2018 at 11:20 AM
How to add a logo which will work for computers using large fonts
Summary For computers using large fonts (DPI > 100%), logos on Process Reports often were rendered very small.  This Knowledge Base article will describ...
Tue, 12 Jun, 2018 at 4:04 PM
How to show the correct installation address for customers with multiple locations
Summary The customer shipping section in SalesPRO software gives you the ability to have multiple location addresses, each of which has a designated label....
Tue, 10 Jul, 2018 at 12:17 PM
How to export customer data from SalesPRO
Summary There may be times when you need to export some details about the customers you have in your SalesPRO Software so that you can use that informatio...
Thu, 21 Feb, 2019 at 1:16 PM
How to change the delimiter used in description strings on process reports
Summary The delimiter used on process reports can be changed to a different character to more clearly differentiate between options in the descriptions use...
Thu, 19 Sep, 2019 at 9:47 AM
How to modify process reports to display option details in two columns with different colored fonts
Summary Process reports in Solatech SalesPRO can be modified to display option details in two columns for easier viewing of selected options.  The option n...
Thu, 19 Sep, 2019 at 10:05 AM