Problem: Q/S/O are on a main system but don't appear on a Roaming Workstation : Solatech, Inc.

Problem: Q/S/O are on a main system but don't appear on a Roaming Workstation Print

Modified on: Mon, 9 Jul, 2018 at 2:48 PM

Cause

This can happen if a Roaming Workstation is reset while Q/S/O are being synced. It can also happen if a Roaming Workstation has not been designated to watch a Q/S/O.

Solution

Find the Q/S/O by opening the Quote Center, Sale Center or Order Center.

Clicking on one of these will open the Tools tab for the selected center (Quotes, Sales, or Orders).
From the Tools tab (Quote Tools, Sales Tools or Order Tools), click the Sync command. This will cause the Q/S/O to be synced.

If the system indicates that the Q/S/O is not being watched by any Roaming Workstations then you will be prompted to select one or more Roaming Workstations to receive (Watch) the Q/S/O. The Q/S/O will then be synced.

More Information

The Watching feature was introduced in version 5.0.187. More information on this feature can be found on this KB article.

Applies to:

SalesPRO Software

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Problem: Q/S/O are on a main system but don't appear on a Roaming Workstation Print

Cause

Solution

More Information

Applies to:

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