How to use Option Defaults in Order Entry
Summary
SalesPRO software gives you the ability to setup
default options at either a system or product level. When using Option
Defaults to create quotes, there are a few things to keep in mind, to
insure that these work as expected.
Instructions
- Drop Down the Solatech icon in the upper left hand corner of the software and select Application Settings
- From the left hand column, select Order Entry
- Under the section Defaults for Quotes or Sales, remove the check mark to the left of Use the last product and style
- Using the drop down menus, select a product which DOES NOT have option defaults setup.
- Press OK to exit and save your change (see image below)
- When creating a quote, the selected product will always be what is initially shown in Edit Product Item
- When you select a different product for which Option Defaults have been setup, they will load properly.
Note:
These settings are user specific. Each SalesPRO user will need to go
to Application Settings and perform the above instructions.
Additional Instructions
You may also need to do the following:
- From within the Edit Product item window, click on the RD button (see image below) RD stands for Reset Defaults.
- All of the Option Defaults will be loaded.
Note:
In order to increase product load speed times, in a previous version
all default product options are not validated when the product is
initially loaded. Validation is when Option Defaults are loaded. For
this reason, it is necessary to perform the instructions above, to
ensure that option defaults are loaded for the initial product
selected.
Related Articles
- How to change the default options in SalesPRO Software
Applies to:
- SalesPRO Software
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