Solatech, Inc.

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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