How to edit the sidemark for a Quote, Sale or Order in Solatech Focus
This article describes how to change the sidemark for
a Quote, Sale or Order. This feature is only available to Account
Administrators and Sales Reps.
- Navigate to the Quote/Sale/Order Review screen
- In the upper left hand corner, click on the Edit button
- The sidemark is automatically populated with the customer's last name
- You may change this field with text of your choice
- Press Save
How to Edit a Quote or Sale in Solatech Focus
Summary This article explains how to edit the information in an existing quote or sale. After a quote or sale has been created, there are times that some of the information in the quote/sale might need to be changed. This information might include: ...
Selecting or changing the installer for a Quote, Sale or Order in Solatech Focus
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 ...
How to Find a specific Quote / Sale / Order / Purchase Order
Summary: Once you have been using Solatech Focus for a while, your lists of Quotes, Sales, Orders, and Purchase Orders may begin to get a little lengthy. Your Quote / Sale / Order / Purchase Order may also no longer show on the list because it is ...
Converting a Quote to a Sale in Solatech Focus
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 feature is only available to users who are Sales Reps or Account Administrators. Instructions From your ...
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. ...