Converting a sale to an order in Solatech Focus
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.
- Select the Sale you are ready to order and click on the blue hyperlink to the left of the Sale.
- This will open your Sale Review page.
- You
can review the content of this sale by expanding the Item Count
section, then expanding each line item to inspect and ensure accuracy.
- When ready to order, click the Order Now button in the Workflow section.
- Purchase Order(s) will be created and sent to the fabricator, and the Sale will be converted to an Order.
- Your Order will now appear on the Orders list page under the same number that was assigned to the Sale.
- You
will also receive an email from Solatech, with a copy of your Purchase
Order attached. This email will arrive within 5 minutes after sending.
- The
Vendor will send an email once the order is in their system. This
email will have a copy of the Vendor's purchase order attached.
- Please
take the time to review both the PO emailed from Solatech and the PO
emailed from the vendor. This will eliminate the chance for any order
inconsistencies.
Applies to