Quotes, Sales and Orders
This folder contains information relating to creating and editing Quotes, Sales and Orders.
Summary The home page is your starting point for Solatech Focus. This article will describe how to use the home page to navigate your site efficiently. ...
Wed, 24 Oct, 2018 at 4:02 PM
Summary This article will describe how to create a quote in Solatech Focus, including adding products, discounts and surcharges (shipping, measuring, insta...
Mon, 7 Jan, 2019 at 2:53 PM
Summary Once your customer is ready to buy, you'll need to convert your quote to a sale. This article provides instructions on that process. This feat...
Mon, 4 Feb, 2019 at 1:21 PM
Summary This article will provide instructions on entering payments in Solatech Focus. Payments can only be applied to sales and orders. This feature is ...
Wed, 24 Oct, 2018 at 4:30 PM
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. sa...
Wed, 24 Oct, 2018 at 4:33 PM
Summary This article describes how to change the sidemark for a Quote, Sale or Order. This feature is only available to Account Administrators and Sales ...
Tue, 23 Oct, 2018 at 3:43 PM
Summary: From the status of Sale, ordering your products converts your Sale to an Order. To get to your Sale Review page, first click on the Sales tab...
Tue, 23 Apr, 2019 at 9:25 AM
Summary: This document will overview the purpose of the RGA button in Purchase Orders, and explain how to use it. RGA stands for Return Goods Authorizati...
Tue, 30 Oct, 2018 at 4:14 PM
Summary When a Quote/Sale/Order/or Purchase Order has been cancelled it no longer shows up on its corresponding list page. This article will review how to...
Wed, 24 Oct, 2018 at 11:53 AM
Overview: This article will review how to reverse the cancelled status of a PO. One the Purchase Order Review Screen, your PO has a status. That statu...
Wed, 24 Oct, 2018 at 11:54 AM