Roaming Workstations (5.x)

Articles explaining how to setup and work with Roaming Workstations.

Controlling what Roaming Workstations see with the Watching feature
The Watching feature in SalesPRO software allows you to control which Roaming Workstations receive synced quotes, sales, orders and purchase orders. Instead...
Tue, 19 Jun, 2018 at 3:40 PM
Problem: Q/S/O are on a main system but don't appear on a Roaming Workstation
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 ...
Mon, 9 Jul, 2018 at 2:48 PM
How to Send Quotes or Sales from a Roaming Workstation to the Main System
Summary This article will describe how to sync a quote or sale from a roaming workstation to the main system in SalesPRO.  Once a quote or sale has been sy...
Mon, 9 Jul, 2018 at 2:51 PM
Problem: How to enter a payment or preview an Invoice on a Roaming Workstation quote or sale that is locked
Summary A sales rep using a roaming workstation may convert a previously synced quote to a sale in the field. When this happens, the new sale is automatica...
Wed, 20 Jun, 2018 at 11:46 AM
Selecting and Setting up a File Sharing Service for SalesPRO Roaming Workstation Sync
Summary SalesPRO Roaming Workstations perform their syncing by sending data files back and forth on a real-time basis and they use existing file sharing se...
Wed, 20 Jun, 2018 at 2:41 PM
How to reset the sync status for a quote or sale on a Roaming Workstation
Summary In SalesPRO, quotes, sales  and orders (Q/S/O) are briefly locked during the sync process.  Depending on your file sharing service and internet con...
Wed, 20 Jun, 2018 at 2:45 PM
I see the Alert "One or more Roaming Workstations are using a newer version of SWCS than this machine"
Summary Beginning with version 5.0.217 of the SalesPRO software, users on the main system can keep track of the current software version on Roaming Worksta...
Wed, 20 Jun, 2018 at 2:46 PM
How to keep your roaming workstation sync process running smoothly
Summary Your SalesPRO software makes it easy to keep your main office system and your roaming workstation(s) in sync.  In order to maintain a smooth sync p...
Wed, 20 Jun, 2018 at 2:55 PM
How can I tell which office computer is responsible for the Roaming Workstation Sync Agent?
Summary In the SalesPRO software, customers with multiple in-office users must choose one computer to be in charge of the Roaming Workstation Sync agent as...
Wed, 20 Jun, 2018 at 3:09 PM
Problem: On a Roaming Workstation I receive an error message that there are no Roaming Workstations watching and Syncing won't be performed
Problem When attempting to sync a quote or sale from a roaming workstation, you receive the error message shown below. Workaround Since Roamin...
Wed, 20 Jun, 2018 at 3:20 PM