How to edit the sidemark for a Quote, Sale or Order in Solatech Focus

How to edit the sidemark for a Quote, Sale or Order in Solatech Focus

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 Reps.

Instructions

  • 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


Applies To:

  • Solatech Focus

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