Summary:
This article explains how to email a report (output) in Solatech Focus.
At many points in the Sales process, there may be a need to email output either to your customer or internally. The output available to you depends upon the status of the Quote/Sale/Order.
Quote Output:
- Quote
- Internal Order
Sales or Order Output:
- Order Confirmation
- Invoice
- Internal Order
- Installer Form
To view one of these reports, first open the Quote/Sale/Order by clicking on the hyperlink from the Quotes/Sales/Orders list page. The Hyperlink is the Quote/Sale/Order number.
In the Generate Reports section, choose a report from the drop down menu and click on Email Report.
- This will open an email window.
- Make sure the email address is correct, then click Send.
- You will get a confirmation message that your email has been sent successfully.
Applies To:
- Solatech Focus