Solatech, Inc.
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Knowledge base
SalesPRO Software System
Quick Start for SalesPRO Software
7
SalesPRO Quick Start Guide Part 1 "Where is it?"
How to Enable Online Order Processing
How to locate your Solatech ID and Change Password (Migration Customers)
How to Track Customer Referrals in SalesPRO
How to enter your Vendor Account Numbers
View all 7
General (5.x)
8
How to change the Solatech ID email address or password in the SalesPRO software
Modifying Applications Settings
How to view your Solatech ID and password in SalesPRO
How to add an Employee in SalesPRO Software
Importing customer information from 4.2 to SalesPRO
View all 8
Order Entry
34
Starting a Quote
How to have the sidemark field filled in automatically
Selecting a Product
Adding a Product to a Quote
Recording Customer Measurements
View all 34
Products and Product Updater (5.x)
5
How to Check for Product Updates
How to Download Products
How to change the default options in SalesPRO
Why Are there Different Vendors for Norman Products?
How to use Option Defaults in Order Entry
Pricing, Discounts, Taxes, Adjustments, Promotions (5.x)
17
Understanding How Pricing Works in SalesPRO
Managing Vendor Discounts
How to Modify Retail Margins in SalesPRO
Managing Customer Discounts
How to Set Up Customer Promotions
View all 17
Printing and Email (5.x)
9
How to setup your default printer
How to Print Quotes, Sales or Orders from SalesPRO
How to Setup Email for Gmail, AOL, or Microsoft Office 365
Previewing or Printing a Quote
How to setup email for use with Microsoft Outlook
View all 9
Databases and Files (5.x)
2
How to resolve the SQL Server Not Accesible Error Message
How to perform backup and restore from within SalesPRO
Managing Vendors, Purchase Orders and Online Order Processing (5.x)
9
How to send Purchase Orders to vendors from SalesPRO
Reviewing purchase orders before they can be sent
How to drop ship orders to an alternate location
How to create a new vendor in SalesPRO
How to assign a vendor for custom products in SalesPRO
View all 9
Workflow (5.x)
2
A guide to understanding the Q/S/O workflow screen in SalesPRO
How to remove the requirement for comments when closing quotes, sales and orders
Reports (5.x)
19
How to Modify Terms and Conditions on a Process Report
How to Modify Process Reports in SalesPRO
How to Add a Logo to your process Reports
Running Reports
How to add customer contact name to process reports
View all 19
Packages (5.x)
6
Reset the next PO number
Update Company Database for QuickBooks Invoice Exporting
Set the rounding preferences for all shutter products to round down and use a display format of 1/16
How to set the rounding preferences for all products to round down
How to manually move a Sale to an Order
View all 6
Software Updates and Hot Fixes (5.x)
30
What's new with SalesPRO
What's new with SalesPRO version 5.0.217
What's new with SalesPRO version 5.0.187
Hot Fix: HF07262017
What's new with SalesPRO version 5.0.195
View all 30
Roaming Workstations (5.x)
13
Controlling what Roaming Workstations see with the Watching feature
Problem: Q/S/O are on a main system but don't appear on a Roaming Workstation
How to Send Quotes or Sales from a Roaming Workstation to the Main System
Problem: How to enter a payment or preview an Invoice on a Roaming Workstation quote or sale that is locked
Selecting and Setting up a File Sharing Service for SalesPRO Roaming Workstation Sync
View all 13
Accounting Interfaces (5.x)
7
What data is exported to QuickBooks
Common problems when importing into QuickBooks
Requirements for exporting certain data to QuickBooks
Unusual data is getting added to QuickBooks
Problem: Exported customers continue to show up to be exported
View all 7
Leica Lasers
4
How to setup the Leica Disto D810 Touch to transmit Customer Measurements
Setting up a Disto D330i or D3aBT Laser to transmit customer measurements in SalesPRO
Apparent Rounding Errors when using Leica Disto™ Bluetooth® Bluetooth Lasers in SalesPRO
How to setup a Leica Disto X3 laser to transmit measurements
Troubleshooting
8
Problem: Unable to send an email message due to firewall
Problem: Logo is small when using large fonts in Windows (high DPI)
PROBLEM: I receive a message that no email templates are available when I try to email a customer attachment
Problem: Email content wraps in strange places
Problem: A sale or order does not have any purchase orders when it should
View all 8
SWCS ver. 4.2 (Solatech Window Covering Software)
Printing (4.2)
13
Alternative to Windows Journal for Windows 8 Users
Print preview won't display anything
Alternative to Windows Journal for Windows 8 Users
Creating mailing labels for your SWCS customers
How to configure production labels for a label printer
View all 13
Databases and Files (4.2)
24
How to access the SWCS 4.2 company database using SQL Server Management Studio
An overview of the SWCS 4.2 Company Maintenance Utility
Automated Backups with the Backup Agent
Company starts to open but then stops and returns to Open Company dialog box
Exporting Customers from SWCS
View all 24
QuickBooks (4.2)
2
Error when importing into QuickBooks
Customers with parent customers don't export to QuickBooks correctly
General (4.2)
12
Filter Bar in OOP cannot be moved or changed
How to delete the Solatech Window Covering Software product policy
How to install the Solatech Window Covering Software product policy
How to view the complete credit card number in SWCS
Quote and Order Lists - Using Status and Status History
View all 12
Pricing (4.2)
7
How to setup Installation, Shipping and Measure Charges as taxable items
The item price does not calculate correctly if installation is included
Understanding How Pricing Works In Solatech
Sales Tax May Not be Calculated Properly on Orders with Taxable and Non-Taxable Products
How to Add or Modify Sales Tax Rates in Solatech
View all 7
Online Order Processing (OOP) (4.2)
4
How to Setup an OOP Purchase Order by Vendor and Product
How to Setup Norman Blinds for Online Order Processing
How to change your email address for Online Order Processing
How to Send an SWCS 4.2 Order to a Vendor via Online Order Processing
Reports (4.2)
31
Discounts for deactivated products show up on discount reports
General reports are missing the report title, company name and page numbers
How to add discount amount and subtotal to process reports
How to modify Terms and Conditions on a Process Report
How to add the additional item discount to process reports
View all 31
Canadian Settings (4.2)
2
How to setup a SWCS 4.x Canadian company
How to configure SWCS for Canada HST tax
Troubleshooting and Error Messages (4.2)
54
Error 9003 when attaching a database
Administrator privileges required to create or upgrade a company
After activating the license you get an ..exceeded number of licenses... error message
After logging in all menu options are disabled
After running PC cleaning software, SWCS no longer starts
View all 54
Roaming Workstations (4.2)
8
A roaming workstation does not have all products that exist on the main system
Company databases must be the same version when syncing with Roaming Workstations
How to convert a Roaming Workstation installation to a Local Workstation
Roaming synchronization issues when Product information, options or Styles have been modified on the main system
Roaming Workstation Can't Open File Locations During Company Sync
View all 8
Order Entry (4.2)
19
Clicking "No, I don't want to see what's new" for the What's New messages does not work
How to Email Quotes or Orders from Solatech
How do the 'show' filters work when generating inventory order requests
How SWCS calculates total square feet and total linear feet in Order Entry
How to access Archived Quotes and Orders
View all 19
Products and Product Updater (4.2)
7
How the Fast Refresh option works
How To Duplicate a Product File
How to send a product file to Solatech
How to setup SWCS to cache product files locally
How to prevent Product Policy from getting accidentally deleted
View all 7
Email
1
How to setup Outlook, Gmail or AOL for use in Email Manager
Hardware
Tablet PC
5
Important Windows 10 Upgrade Information for Fujitsu Computers
Anti-Virus, Anti-Spyware and Microsoft Updates
Windows 10 Upgrade Information - Possible Bluetooth Issues
Important Upgrade for Fujitsu Stylistic Q702 to Resolve Issues with Touch and Pen Functionality
Using your tablet PC with SalesPRO software
Leica Disto Lasers
10
How to update the firmware on a Leica D810 Touch laser
How to set up a Leica Bluetooth Laser to work in Solatech (Version 4.2 ONLY)
Apparent Rounding Errors when using Leica Disto™ Bluetooth® Laser (Applies to Version 4.2 ONLY)
Error 240 when sending measurements from a Disto to desktop applications
Inaccurate Measurements When Using Laser Measuring Devices
View all 10
Brother PocketJet Printers
4
I cannot print in Windows 10 using Bluetooth even though my machine and computer are paired
How to Set Up a Brother PocketJet 6 Bluetooth Printer
How to Setup a Brother PocketJet 7 Bluetooth Printer
How to update the firmaware on a Brother PocketJet 6 or PocketJet 7 printer
Product Designer
General
14
How to add a list option to a product
How to Create a New Product
How to import parameter items
How to optimize styles for inventory
How to use the Product Designer Inventory Assistant
View all 14
Report Writer
General
1
How to Create Reports with filtering preset date ranges
Solatech Focus
Site Admininstrator - Maintaining your Site
14
User Security in Solatech Focus
Creating and Maintaining your Site and Accounts information in Solatech Focus
Managing Vendor Discounts in Solatech Focus
Updating your Solatech Focus Home Page
Available Fields for Welcome Messages
View all 14
Quotes, Sales and Orders
25
Solatech Focus Home Page
Creating a quote in Solatech Focus
Converting a Quote to a Sale in Solatech Focus
How to Enter a Payment in Solatech Focus
Selecting or changing the installer for a Quote, Sale or Order in Solatech Focus
View all 25
Customers
6
Creating a new customer in Solatech Focus
Changes to customer record and customer list
Importing customers from external sources
How to copy customer shipping address to billing address
How to add customer notes
View all 6
Account Administrator - Maintaining your Account
17
Adding or Modifying your Company's Address and Terms and Conditions
Managing Vendor Discounts for your Account in Solatech Focus
Account Administrator - How to Maintain your Focus Account
How to add or modify the output logo for your account
Account Administrator - How to assign customers and work with quotes, sales, and orders for sales reps attached to multiple accounts
View all 17
Solatech Focus Workflow
1
How to use the Workflow in Solatech Focus
Online Order Processing
1
How to send Purchase Orders to Vendors using Online Order Processing
Update Announcements
3
System Updates September 5th, 2019
System Updates 2019
System Updates October 2019
QuickBooks Online
3
Site Administrator - How to enable QuickBooks Online integration for your accounts
Account Administrator: How to setup QuickBooks Online Integration for your account
How to use QuickBooks Online Integration
Reports
2
Using the Reports Center
How to customize reports
Product Designer 5
Importing price charts
1
How to Import a Price Chart from Excel
Solatech Dealer Ordering System (DOS)
Setting up and maintaining your DOS
5
How to use the Invoices Due feature in Focus
How to create and upload status updates for Solatech Focus Orders
How to setup customers in Fabrication and accounts in Solatech Focus to insure accuracy
How to use the Edit Order feature
How to export discount groups from 4.2 Fab software for import into Solatech Dealer Ordering System (DOS)
Help Desk Software
by Freshdesk
