How to email a Report in Solatech Focus

How to email a Report in Solatech Focus

Summary:

This article explains how to email a report (output) in Solatech Focus.

At many points in the Sales process, there may be a need to email output either to your customer or internally.  The output available to you depends upon the status of the Quote/Sale/Order.

Quote Output:

  • Quote
  • Internal Order

Sales or Order Output:

  • Order Confirmation
  • Invoice
  • Internal Order
  • Installer Form

To view one of these reports, first open the Quote/Sale/Order by clicking on the hyperlink from the Quotes/Sales/Orders list page.  The Hyperlink is the Quote/Sale/Order number.


In the Generate Reports section, choose a report from the drop down menu and click on Email Report.


  • This will open an email window.  
  • Make sure the email address is correct, then click Send.


  • You will get a confirmation message that your email has been sent successfully.

Applies To:

  • Solatech Focus 

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