Summary
This article describes how to select or change the installer for a Quote, Sale or Order. Since users who are installers can only review quotes. sales or orders on which they the selected installer, it is important to make the correct selection.
Instructions
- Navigate to the Quote/Sale/Order Review screen.
- In the upper left hand corner, click on the Edit button.
- Use the drop down menu to select the appropriate installer.
- Press Save
Applies to
- Solatech Focus