Quotes, Sales and Orders
This folder contains information relating to creating and editing Quotes, Sales and Orders.
Summary Solatech Focus gives users the ability to easily reorder line items on a quote - even if those lines are not shown on the same page of the Quote Re...
Wed, 28 Aug, 2019 at 3:03 PM
Summary After a quote or sales has been saved, Solatech Focus users can change the customer assigned to the quote or sale. This knowledge base article pro...
Thu, 5 Sep, 2019 at 2:30 PM
Summary While Solatech Focus has a built-in feature to capture signatures on a touch screen device, you can also use your DocuSign account to request a cus...
Mon, 2 Dec, 2019 at 2:44 PM
Summary The Quick Quote feature allows Sales Reps to create a quote without selecting a customer. This article describes how to use Quick Quote. Note...
Tue, 5 May, 2020 at 4:03 PM
Note: This is a preview feature available to select customers. Summary Solatech Focus users have the ability to replace products and/or options quickly o...
Tue, 5 May, 2020 at 10:27 AM